iShares S&P 500 Minimum Volatility UCITS ETF/  DE000A1KB2E7  /

Fonds
NAV12/7/2016 Chg.+0.5970 Type of yield Investment Focus Investment company
43.1207USD +1.40% - Equity iShares 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2013 - - - 2.27 0.20 -0.80 4.65 -3.18 2.75 4.12 1.85 1.40 -
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 2.26 5.54 -0.29 1.06 4.99 1.81 -2.02 -0.11 -2.06 2.09 1.48 -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 11.17% 10.35% 11.45% 11.58% -%
Sharpe ratio 1.42 0.96 1.22 1.03 -
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% -9.79% -
Outperformance - - - - -
 
All quotes in USD

Performance

YTD  
+14.49%
6 Months  
+4.72%
1 Year  
+13.63%
3 Years  
+39.01%
5 Years     -
Since start  
+55.87%
Year
2015  
+4.34%
2014  
+14.66%
 

Dividends

11/4/2016 0.60 USD