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iShares Automation&Robotics U.E.USD A/  IE00BYZK4552  /

Fonds
NAV2024-04-22 Chg.+0.1066 Type of yield Investment Focus Investment company
12.4744USD +0.86% reinvestment Equity Worldwide BlackRock AM (IE) ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2016 - - - - - - - - - -1.86 1.14 2.39 -
2017 6.87 1.67 3.20 1.77 5.43 -1.42 5.15 3.61 3.52 7.02 3.02 -0.46 +46.78%
2018 9.89 -3.93 -1.25 -3.08 2.14 -4.19 1.85 2.59 -3.73 -13.59 3.90 -9.02 -18.78%
2019 12.44 5.50 1.82 6.84 -12.27 8.97 0.29 -4.50 3.94 4.67 3.11 4.28 +38.23%
2020 -1.72 -8.24 -14.52 16.24 8.95 4.16 5.34 5.86 -0.81 1.06 15.57 5.94 +39.17%
2021 1.27 1.31 -0.92 2.96 0.26 4.62 2.13 3.15 -4.32 5.54 1.09 2.68 +21.22%
2022 -14.08 -3.60 -0.13 -12.51 -0.92 -11.80 11.82 -5.97 -11.69 6.46 9.06 -3.63 -34.29%
2023 12.16 0.47 4.61 -4.38 6.75 4.95 1.36 -4.26 -5.06 -6.55 16.38 9.45 +38.49%
2024 -0.83 5.11 0.62 -9.04 - - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 15.65% 15.59% 15.50% 21.25% 22.00%
Sharpe ratio -1.17 2.57 0.78 -0.20 0.25
Best month +9.45% +16.38% +16.38% +16.38% +16.38%
Worst month -9.04% -9.04% -9.04% -14.08% -14.52%
Maximum loss -11.28% -11.28% -17.75% -44.59% -44.59%
Outperformance +5.78% - +14.71% +12.32% +18.33%
 
All quotes in USD

Tranches

Name   Type of yield Repurchase p. 1 Year 3 Years
iShares Automation&Robotics U.E.... paying dividend 8.3915 +15.90% -0.82%
iShares Automation&Robotics U.E.... reinvestment 12.4744 +15.90% -0.84%

Performance

YTD
  -4.61%
6 Months  
+19.82%
1 Year  
+15.90%
3 Years
  -0.84%
5 Years  
+56.62%
Since start  
+149.49%
Year
2023  
+38.49%
2022
  -34.29%
2021  
+21.22%
2020  
+39.17%
2019  
+38.23%
2018
  -18.78%
2017  
+46.78%