iShares Core EURO STOXX 50 U.E.EUR A/  IE00B53L3W79  /

Fonds
NAV12/5/2022 Chg.-0.7446 Type of yield Investment Focus Investment company
138.0055EUR -0.54% reinvestment Equity Euroland BlackRock AM (IE) 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2010 - -1.68 7.45 -3.66 -5.65 -1.17 6.58 -4.21 4.82 3.59 -6.49 5.38 +1.88%
2011 5.97 2.01 -3.39 3.89 -3.24 -0.25 -5.32 -14.42 -5.09 9.50 -1.98 -0.52 -14.03%
2012 4.62 3.96 -1.31 -4.78 -7.73 7.37 2.89 4.97 0.84 2.13 2.94 2.43 +18.75%
2013 2.84 -2.56 -0.30 4.31 3.14 -5.79 6.58 -1.68 6.46 6.12 0.77 0.80 +21.79%
2014 -2.54 4.49 0.50 1.64 2.97 -0.24 -3.35 1.85 1.83 -3.36 4.57 -2.97 +5.00%
2015 6.71 7.53 2.85 -1.78 0.13 -3.86 5.23 -8.65 -5.55 10.37 2.71 -6.71 +7.13%
2016 -6.65 -3.20 2.10 1.41 2.74 -6.09 4.53 1.14 -0.59 1.89 0.03 7.92 +4.37%
2017 -1.70 2.89 5.68 2.01 1.26 -2.93 0.30 -0.72 5.17 1.95 -2.45 -1.72 +9.70%
2018 3.10 -4.60 -2.15 5.90 -2.22 -0.17 3.95 -3.72 0.29 -5.85 -0.71 -5.71 -11.99%
2019 6.06 4.42 1.85 5.41 -5.24 6.02 -0.07 -1.08 4.27 1.09 2.80 1.30 +29.62%
2020 -2.72 -8.45 -16.18 5.36 4.88 6.45 -1.53 4.52 -3.59 -7.31 18.06 2.32 -2.46%
2021 -2.38 4.55 7.91 1.88 3.25 -0.07 0.74 2.62 -3.21 5.16 -4.31 5.98 +23.54%
2022 -2.93 -5.91 -0.43 -2.03 1.16 -8.75 7.46 -5.10 -5.55 9.09 9.71 -0.14 -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 23.45% 20.00% 23.10% 24.06% 20.41%
Sharpe ratio -0.33 0.28 -0.15 0.14 0.15
Best month +9.71% +9.71% +9.71% +18.06% +18.06%
Worst month -8.75% -8.75% -8.75% -16.18% -16.18%
Maximum loss -23.30% -14.28% -23.30% -38.23% -38.23%
Outperformance +6.07% - +5.88% +10.64% +10.77%
 
All quotes in EUR

Performance

YTD
  -5.33%
6 Months  
+3.68%
1 Year
  -1.47%
3 Years  
+17.27%
5 Years  
+27.82%
Since start  
+112.32%
Year
2021  
+23.54%
2020
  -2.46%
2019  
+29.62%
2018
  -11.99%
2017  
+9.70%
2016  
+4.37%
2015  
+7.13%
2014  
+5.00%
2013  
+21.79%