iShares Core EURO STOXX 50 U.E.EUR Acc/ IE00B53L3W79 /
| NAV12/7/2018 | Chg.+0.3936 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 95.4557EUR | +0.41% | 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 | -5.85 | -0.71 | -3.57 | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 13.24% | 13.09% | 13.01% | 15.95% | 17.59% |
| Sharpe ratio | -0.79 | -1.57 | -0.87 | 0.03 | 0.24 |
| Best month | +5.90% | +3.95% | +5.90% | +7.92% | +10.37% |
| Worst month | -5.85% | -5.85% | -5.85% | -6.71% | -8.65% |
| Maximum loss | -14.51% | -13.32% | -14.51% | -19.97% | -27.97% |
| Outperformance | -2.54% | - | -3.39% | -4.65% | -8.73% |
All quotes in EUR
Performance
| YTD | -9.99% | ||
|---|---|---|---|
| 6 Months | -11.08% | ||
| 1 Year | -11.65% | ||
| 3 Years | +0.30% | ||
| 5 Years | +20.67% | ||
| Since start | +46.85% | ||
| 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% | ||
