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

Fonds
NAV12/5/2016 Chg.+0.1277 Type of yield Investment Focus Investment company
42.4670USD +0.30% reinvestment ETF 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 -0.06 -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 11.01% 9.95% 11.30% -% -%
Sharpe ratio 1.12 0.41 0.95 - -
Best month +5.54% +4.99% +5.54% +6.64% -
Worst month -2.06% -2.06% -2.06% -3.81% -
Maximum loss -6.98% -6.98% -7.30% - -
Outperformance +11.05% - +10.73% +43.60% -
 
All quotes in USD

Performance

YTD  
+11.14%
6 Months  
+1.84%
1 Year  
+10.31%
3 Years  
+34.90%
5 Years     -
Since start  
+34.90%
Year
2015  
+4.34%
2014  
+14.66%