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

Fonds
NAV9/29/2020 Chg.+0.0702 Type of yield Investment Focus Investment company
9.5816USD +0.74% 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 -0.78 - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 30.92% 23.46% 27.20% 20.29% -%
Sharpe ratio 0.57 4.82 1.00 0.59 -
Best month +16.24% +16.24% +16.24% +16.24% -
Worst month -14.52% -14.52% -14.52% -14.52% -
Maximum loss -36.10% -7.84% -36.10% -36.10% -
Outperformance +6.23% - +13.97% +8.51% -
 
All quotes in USD

Tranches

Name   Type of yield Repurchase p. 1 Year 3 Years
iShares Automation&Robotics U.E.... paying dividend 6.5475 +26.62% +32.76%
iShares Automation&Robotics U.E.... reinvestment 9.5816 +26.61% +38.60%

Performance

YTD  
+12.50%
6 Months  
+45.92%
1 Year  
+26.61%
3 Years  
+38.60%
5 Years     -
Since start  
+91.63%
Year
2019  
+38.23%
2018
  -18.78%
2017  
+46.78%