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