iShares MSCI Jap.USD H.U.E.A/ IE00BCLWRG39 /
| NAV2024-04-12 | Chg.+0.4339 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 73.6517USD | +0.59% | reinvestment | Equity ETF Stocks | BlackRock AM (IE) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2013 | - | - | - | - | - | - | - | - | - | -0.04 | 5.56 | 3.37 | - |
| 2014 | -6.94 | -0.48 | -0.36 | -3.41 | 3.53 | 4.79 | 2.02 | -1.18 | 4.50 | 0.85 | 5.26 | -0.42 | +7.69% |
| 2015 | 0.24 | 7.78 | 1.90 | 3.26 | 4.87 | -3.13 | 1.69 | -8.06 | -7.97 | 10.79 | 1.08 | -2.10 | +8.95% |
| 2016 | -7.57 | -9.68 | 4.29 | -0.37 | 2.43 | -10.32 | 6.42 | 1.36 | -0.45 | 5.12 | 5.47 | 3.37 | -1.95% |
| 2017 | 0.23 | 0.52 | -0.71 | 1.17 | 2.25 | 2.74 | 0.37 | -0.34 | 4.23 | 5.62 | 1.56 | 1.48 | +20.66% |
| 2018 | 1.46 | -3.70 | -2.99 | 4.36 | -1.56 | -0.44 | 1.59 | -0.55 | 5.54 | -8.96 | 1.21 | -9.87 | -14.15% |
| 2019 | 5.44 | 2.36 | 0.15 | 2.13 | -6.27 | 3.10 | 1.09 | -3.09 | 5.93 | 5.09 | 1.94 | 1.55 | +20.43% |
| 2020 | -1.54 | -9.53 | -6.97 | 4.52 | 6.67 | 0.11 | -3.63 | 7.08 | 1.19 | -2.54 | 12.23 | 3.14 | +8.96% |
| 2021 | 0.37 | 3.24 | 4.74 | -2.62 | 2.80 | -0.07 | -2.41 | 3.14 | 4.22 | -1.22 | -2.94 | 3.35 | +12.84% |
| 2022 | -5.05 | -1.19 | 4.56 | -2.29 | 0.87 | -2.54 | 4.13 | 1.24 | -5.91 | 5.85 | 3.57 | -5.05 | -2.69% |
| 2023 | 5.04 | 1.07 | 1.91 | 3.06 | 4.70 | 7.95 | 1.66 | 0.37 | 0.73 | -2.58 | 6.54 | 0.03 | +34.47% |
| 2024 | 8.54 | 5.75 | 4.04 | 0.17 | - | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 13.40% | 14.53% | 13.94% | 15.47% | 16.48% |
| Sharpe ratio | 6.69 | 3.19 | 3.17 | 0.88 | 0.75 |
| Best month | +8.54% | +8.54% | +8.54% | +8.54% | +12.23% |
| Worst month | +0.03% | -2.58% | -2.58% | -5.91% | -9.53% |
| Maximum loss | -3.35% | -5.03% | -7.81% | -16.28% | -28.73% |
| Outperformance | +3.50% | - | -3.69% | -3.53% | +3.45% |
All quotes in USD
Performance
| YTD | +19.61% | ||
|---|---|---|---|
| 6 Months | +22.53% | ||
| 1 Year | +48.06% | ||
| 3 Years | +62.52% | ||
| 5 Years | +112.01% | ||
| Since start | +201.23% | ||
| Year | |||
| 2023 | +34.47% | ||
| 2022 | -2.69% | ||
| 2021 | +12.84% | ||
| 2020 | +8.96% | ||
| 2019 | +20.43% | ||
| 2018 | -14.15% | ||
| 2017 | +20.66% | ||
| 2016 | -1.95% | ||
| 2015 | +8.95% | ||
