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

Fonds
NAV5/17/2022 Chg.+0.2415 Type of yield Investment Focus Investment company
10.0524USD +2.46% 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 -5.65 - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 29.01% 27.05% 21.63% 22.69% 19.88%
Sharpe ratio -2.23 -2.05 -0.76 0.47 0.51
Best month +2.68% +2.68% +5.54% +16.24% +16.24%
Worst month -14.08% -14.08% -14.08% -14.52% -14.52%
Maximum loss -33.24% -35.17% -35.17% -36.10% -36.10%
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 6.8324 -14.67% +38.37%
iShares Automation&Robotics U.E.... reinvestment 10.0524 -16.73% +33.72%

Performance

YTD
  -31.72%
6 Months
  -33.29%
1 Year
  -16.73%
3 Years  
+33.72%
5 Years  
+59.08%
Since start  
+96.22%
Year
2021  
+21.22%
2020  
+39.17%
2019  
+38.23%
2018
  -18.78%
2017  
+46.78%