iShares Core MSCI World UCITS ETF Acc/  IE00B4L5Y983  /

Fonds
NAV12/8/2016 Chg.+0.0941 Type of yield Investment Focus Investment company
44.2199USD +0.21% reinvestment ETF Worldwide iShares III plc 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2009 - - - - - - - - - -1.91 4.16 1.58 -
2010 -4.22 1.31 6.11 -0.11 -9.57 -3.38 10.78 -3.42 6.61 3.33 -0.41 5.22 +10.99%
2011 4.02 0.92 0.11 3.60 -3.30 0.78 -3.46 -7.07 -10.46 9.43 1.12 -0.18 -5.88%
2012 6.45 3.97 1.78 -1.83 -10.83 7.72 0.64 2.84 3.17 -0.46 0.33 1.99 +15.53%
2013 5.99 -0.91 2.57 2.43 0.84 -1.81 5.67 -2.70 5.07 2.94 1.68 1.56 +25.46%
2014 -2.82 5.00 0.14 1.08 1.96 1.77 -1.59 2.19 -2.64 0.66 2.06 -1.61 +6.06%
2015 -1.83 5.87 -1.55 2.33 0.38 -2.30 1.79 -5.91 -4.38 7.95 -0.46 -1.79 -0.76%
2016 -5.93 -0.72 6.79 1.62 0.58 -1.13 4.22 0.11 0.53 -1.96 1.52 2.42 -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 12.98% 12.35% 12.99% 11.71% 11.69%
Sharpe ratio 0.66 0.71 0.59 0.45 0.91
Best month +6.79% +4.22% +6.79% +7.95% +7.95%
Worst month -5.93% -1.96% -5.93% -5.93% -10.83%
Maximum loss -11.42% -7.44% -12.62% -17.78% -17.78%
Outperformance +3.63% - +3.51% +22.10% +33.09%
 
All quotes in USD

Performance

YTD  
+7.77%
6 Months  
+4.14%
1 Year  
+7.32%
3 Years  
+15.70%
5 Years  
+63.77%
Since start  
+80.12%
Year
2015
  -0.76%
2014  
+6.06%
2013  
+25.46%
2012  
+15.53%
2011
  -5.88%
2010  
+10.99%