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

Fonds
NAV10/3/2023 Chg.-0.1886 Type of yield Investment Focus Investment company
10.7576USD -1.72% 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 -2.07 - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 16.44% 14.80% 20.35% 21.77% 22.34%
Sharpe ratio 0.92 -0.64 1.01 -0.03 0.16
Best month +12.16% +6.75% +12.16% +15.57% +16.24%
Worst month -5.06% -5.06% -5.06% -14.08% -14.52%
Maximum loss -13.06% -13.06% -13.06% -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 7.2481 +24.54% +10.30%
iShares Automation&Robotics U.E.... reinvestment 10.7576 +24.54% +10.28%

Performance

YTD  
+13.93%
6 Months
  -2.84%
1 Year  
+24.54%
3 Years  
+10.28%
5 Years  
+44.39%
10 Years     -
Since start  
+115.15%
Year
2022
  -34.29%
2021  
+21.22%
2020  
+39.17%
2019  
+38.23%
2018
  -18.78%
2017  
+46.78%