iShares Core EURO STOXX 50 U.E.EUR Acc/  IE00B53L3W79  /

Fonds
NAV12/2/2016 Chg.-0.4643 Type of yield Investment Focus Investment company
88.4991EUR -0.52% reinvestment ETF Euroland iShares VII plc 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2010 - -1.68 7.45 -3.66 -5.65 -1.17 6.58 -4.21 4.82 3.59 -6.49 5.38 +1.88%
2011 5.97 2.01 -3.39 3.89 -3.24 -0.25 -5.32 -14.42 -5.09 9.50 -1.98 -0.52 -14.03%
2012 4.62 3.96 -1.31 -4.78 -7.73 7.37 2.89 4.97 0.84 2.13 2.94 2.43 +18.75%
2013 2.84 -2.56 -0.30 4.31 3.14 -5.79 6.58 -1.68 6.46 6.12 0.77 0.80 +21.79%
2014 -2.54 4.49 0.50 1.64 2.97 -0.24 -3.35 1.85 1.83 -3.36 4.57 -2.97 +5.00%
2015 6.71 7.53 2.85 -1.78 0.13 -3.86 5.23 -8.65 -5.55 10.37 2.71 -6.71 +7.13%
2016 -6.65 -3.20 2.10 1.41 2.74 -6.09 4.53 1.14 -0.59 1.89 0.03 -1.20 -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 21.93% 20.60% 22.14% 20.49% 19.76%
Sharpe ratio -0.21 0.04 -0.43 0.15 0.47
Best month +4.53% +4.53% +4.53% +10.37% +10.37%
Worst month -6.71% -6.09% -6.71% -8.65% -8.65%
Maximum loss -17.77% -11.22% -22.46% -27.97% -27.97%
Outperformance -3.01% - -3.87% -7.02% -10.88%
 
All quotes in EUR

Performance

YTD
  -4.45%
6 Months  
+0.23%
1 Year
  -9.91%
3 Years  
+8.68%
5 Years  
+53.84%
Since start  
+36.15%
Year
2015  
+7.13%
2014  
+5.00%
2013  
+21.79%
2012  
+18.75%
2011
  -14.03%
2010  
+1.88%