iShares Edge S&P 500 M.V.U.E.USD Acc/  IE00B6SPMN59  /

Fonds
NAV5/22/2017 Chg.+0.3414 Type of yield Investment Focus Investment company
45.3720USD +0.76% reinvestment Equity North America iShares VI plc 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2014 -3.42 4.26 1.60 1.24 1.19 1.40 -1.34 3.75 -0.80 3.43 2.77 -0.05 +14.66%
2015 -0.81 3.89 -1.36 0.05 1.10 -2.06 3.73 -3.81 -1.63 6.64 -0.93 -0.06 +4.34%
2016 -0.82 2.25 5.54 -0.29 1.06 4.99 1.81 -2.02 -0.11 -2.06 0.63 1.94 +13.37%
2017 0.41 3.84 -0.38 0.49 0.36 - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 5.59% 6.41% 8.27% 11.15% -%
Sharpe ratio 2.37 2.01 1.51 1.04 -
Best month +3.84% +3.84% +4.99% +6.64% -
Worst month -0.38% -0.38% -2.06% -3.81% -
Maximum loss -1.66% -1.99% -6.98% -9.79% -
Outperformance -7.82% - +0.90% +41.46% -
 
All quotes in USD

Performance

YTD  
+4.75%
6 Months  
+6.04%
1 Year  
+12.14%
3 Years  
+37.58%
5 Years     -
Since start  
+44.13%
Year
2016  
+13.37%
2015  
+4.34%
2014  
+14.66%