iShares S&P 500 Inform.Tec.S.U.E.USD Acc/  IE00B3WJKG14  /

Fonds
NAV9/21/2017 Chg.-0.0418 Type of yield Investment Focus Investment company
7.0016USD -0.59% reinvestment Equity North America iShares V plc 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2015 - - - - - - - - - - - -2.30 -
2016 -4.82 -1.28 9.09 -5.40 5.52 -2.76 7.86 2.05 2.41 -0.09 -0.36 1.54 +13.37%
2017 4.39 5.07 2.53 2.50 4.34 -2.71 4.30 3.43 -0.43 - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 10.64% 11.87% 11.20% -% -%
Sharpe ratio 3.57 2.44 2.49 - -
Best month +5.07% +4.34% +5.07% - -
Worst month -2.71% -2.71% -2.71% - -
Maximum loss -5.29% -5.29% -5.29% - -
Outperformance -10.04% - -3.04% - -
 
All quotes in USD

Performance

YTD  
+25.66%
6 Months  
+13.54%
1 Year  
+27.52%
3 Years     -
5 Years     -
Since start  
+39.47%
Year
2016  
+13.37%