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SPDR S&P 400 US Mid Cap ETF IE00B4YBJ215

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Performance

Growth of 10,000

A chart contrasting Fund Growth of 10k over 10 years versus Category and Index
Manager Change : Full Partial

Returns

Growth of 10K component includes four parts: Growth of 10K chart, Manager Change, Fund Flows, and Annual Return table.
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
YTD
Investment (Price)
-3.16
19.87
15.96
-12.73
25.62
12.93
24.17
-13.63
17.15
12.37
2.89
Investment (NAV)
-2.77
19.96
15.60
-11.60
25.47
12.97
24.10
-13.62
15.77
13.27
3.28
Category (NAV)
-2.61
13.16
17.06
-10.83
29.70
22.23
19.47
-20.24
18.99
10.80
0.87
Index
-2.64
20.13
15.70
-11.51
25.55
13.10
24.29
-13.49
15.84
13.41
3.34
Quartile Rank
Quartile Rank is third
Quartile Rank is first
Quartile Rank is third
Quartile Rank is third
Quartile Rank is fourth
Quartile Rank is third
Quartile Rank is second
Quartile Rank is first
Quartile Rank is third
Quartile Rank is first
Quartile Rank is third
Percentile Rank
62
11
59
56
92
71
38
22
60
25
54
# of Invest. in Cat.
150
155
150
171
183
213
186
187
182
204
65
Category Name
EU0853 EAA Fund US Mid-Cap Equity
EU0853 EAA Fund US Mid-Cap Equity
EU0853 EAA Fund US Mid-Cap Equity
EU0853 EAA Fund US Mid-Cap Equity
EU0853 EAA Fund US Mid-Cap Equity
EU0853 EAA Fund US Mid-Cap Equity
EU0853 EAA Fund US Mid-Cap Equity
EU0853 EAA Fund US Mid-Cap Equity
EU0853 EAA Fund US Mid-Cap Equity
EU0853 EAA Fund US Mid-Cap Equity
EU0853 EAA Fund US Mid-Cap Equity

Price

How much does it cost?

Sustainability

ESG Risk Rating

3/5

Corporate Sustainability Score
22.18 22.61
Sovereign Sustainability Score
Low Carbon Designation

No Designation

Carbon Risk Score
11.27

Strategy

The objective of the Fund is to track the performance of mid-sized U.S. companies. The investment policy of the Fund is to track the performance of the Index as closely as possible, while seeking to minimise as far as possible the tracking difference between the Fund’s performance and that of the Index. The Index measures the equity performance of 400 mid cap companies in the U.S. Securities are weighted by market capitalisation.

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