SPDR STOXX Europe 600 SRI UCITS ETF (ZPDX.DE)
ZPDX.DE is a passive ETF by State Street tracking the investment results of the STOXX® Europe 600 SRI. ZPDX.DE launched on Sep 30, 2019 and has a 0.12% expense ratio.
ETF Info
| ISIN | IE00BK5H8015 |
|---|---|
| WKN | A2PPQZ |
| Issuer | State Street |
| Inception Date | Sep 30, 2019 |
| Category | Europe Equities |
| Leveraged | 1x |
| Index Tracked | STOXX® Europe 600 SRI |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Expense Ratio
ZPDX.DE has an expense ratio of 0.12%, which is considered low compared to other funds.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in SPDR STOXX Europe 600 SRI UCITS ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
SPDR STOXX Europe 600 SRI UCITS ETF had a return of 12.05% year-to-date (YTD) and 21.96% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 12.05% | 25.82% |
| 1 month | -2.62% | 3.20% |
| 6 months | -0.43% | 14.94% |
| 1 year | 21.96% | 35.92% |
| 5 years (annualized) | 8.23% | 14.22% |
| 10 years (annualized) | N/A | 11.43% |
Monthly Returns
The table below presents the monthly returns of ZPDX.DE, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 3.32% | 2.10% | 4.20% | -1.31% | 4.33% | 0.29% | 0.45% | 1.44% | -0.70% | -3.60% | 12.05% | ||
| 2023 | 6.95% | 0.82% | 1.29% | 2.14% | -1.35% | 2.05% | 1.66% | -1.97% | -1.82% | -3.55% | 7.46% | 4.20% | 18.67% |
| 2022 | -5.41% | -3.52% | 1.62% | 0.04% | -1.87% | -6.75% | 7.35% | -5.74% | -5.98% | 5.94% | 6.34% | -3.10% | -11.83% |
| 2021 | -1.36% | 2.89% | 6.24% | 2.07% | 2.79% | 1.56% | 2.36% | 2.18% | -3.43% | 4.92% | -2.52% | 6.05% | 25.89% |
| 2020 | -1.98% | -7.98% | -14.73% | 8.22% | 1.88% | 3.29% | -0.87% | 2.98% | -1.28% | -5.11% | 13.58% | 2.96% | -2.05% |
| 2019 | 2.61% | 3.05% | 2.29% | 8.15% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of ZPDX.DE is 54, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for SPDR STOXX Europe 600 SRI UCITS ETF (ZPDX.DE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the SPDR STOXX Europe 600 SRI UCITS ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the SPDR STOXX Europe 600 SRI UCITS ETF was 35.97%, occurring on Mar 18, 2020. Recovery took 248 trading sessions.
The current SPDR STOXX Europe 600 SRI UCITS ETF drawdown is 3.64%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -35.97% | Feb 20, 2020 | 19 | Mar 18, 2020 | 248 | Mar 11, 2021 | 267 |
| -20.27% | Jan 5, 2022 | 190 | Sep 29, 2022 | 211 | Jul 27, 2023 | 401 |
| -8.6% | Jul 28, 2023 | 66 | Oct 27, 2023 | 25 | Dec 1, 2023 | 91 |
| -8.05% | Jul 15, 2024 | 16 | Aug 5, 2024 | — | — | — |
| -5.48% | Nov 18, 2021 | 9 | Nov 30, 2021 | 19 | Dec 28, 2021 | 28 |
Volatility
Volatility Chart
The current SPDR STOXX Europe 600 SRI UCITS ETF volatility is 3.35%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.