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

Fonds
NAV10/16/2018 Chg.+1.4634 Type of yield Investment Focus Investment company
101.5236EUR +1.46% reinvestment Equity Euroland iShares VII plc 

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 -4.12 - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 12.86% 11.72% 12.14% 16.10% 17.50%
Sharpe ratio -0.39 -0.48 -0.53 0.22 0.30
Best month +5.90% +5.90% +5.90% +10.37% +10.37%
Worst month -4.60% -4.12% -4.60% -6.71% -8.65%
Maximum loss -10.51% -10.12% -10.89% -23.29% -27.97%
Outperformance +2.55% - +0.72% +0.72% -2.33%
 
All quotes in EUR

Performance

YTD
  -4.27%
6 Months
  -3.04%
1 Year
  -6.77%
3 Years  
+10.01%
5 Years  
+27.41%
Since start  
+56.19%
Year
2017  
+9.70%
2016  
+4.37%
2015  
+7.13%
2014  
+5.00%
2013  
+21.79%
2012  
+18.75%
2011
  -14.03%
2010  
+1.88%