iShares Core MSCI Pacif.ex-J.U.E.USD Acc/  IE00B52MJY50  /

Fonds
NAV5/24/2018 Chg.+0.5689 Type of yield Investment Focus Investment company
148.3064USD +0.39% reinvestment Equity Asia/Pacific ex Japan iShares VII plc 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2010 - 3.06 7.13 -0.19 -13.87 -0.41 10.25 -2.05 12.70 2.83 -2.20 7.59 +12.36%
2011 -1.20 1.50 2.32 5.11 -3.49 -1.82 0.53 -6.40 -14.84 15.11 -7.04 -0.99 -13.24%
2012 9.62 4.38 -2.88 0.88 -11.32 6.20 6.60 0.16 3.81 1.78 1.64 2.44 +24.00%
2013 5.05 2.30 -0.55 2.74 -7.86 -6.00 3.20 -0.13 6.89 4.44 -2.83 -1.31 +4.92%
2014 -5.57 6.42 2.35 2.28 1.90 -0.03 3.71 0.29 -9.54 4.77 -3.62 -2.54 -0.78%
2015 0.00 4.49 -1.31 3.87 -2.58 -3.78 -1.17 -10.38 -5.14 7.12 -1.10 2.16 -8.70%
2016 -8.80 -0.15 11.80 2.05 -2.18 0.77 6.94 -1.45 2.68 -2.11 -0.09 -0.59 +7.75%
2017 5.68 3.08 2.60 0.47 -0.96 2.02 4.30 0.27 -0.85 1.39 1.72 3.72 +25.84%
2018 3.85 -3.28 -4.15 3.09 0.96 - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 11.85% 11.05% 10.16% 15.02% 14.09%
Sharpe ratio 0.07 0.56 1.33 0.38 0.34
Best month +3.85% +3.85% +4.30% +11.80% +11.80%
Worst month -4.15% -4.15% -4.15% -10.38% -10.38%
Maximum loss -7.91% -7.91% -7.91% -25.80% -30.60%
Outperformance +0.96% - -4.59% -8.03% +2.21%
 
All quotes in USD

Performance

YTD  
+0.20%
6 Months  
+2.87%
1 Year  
+13.15%
3 Years  
+16.95%
5 Years  
+24.83%
Since start  
+56.11%
Year
2017  
+25.84%
2016  
+7.75%
2015
  -8.70%
2014
  -0.78%
2013  
+4.92%
2012  
+24.00%
2011
  -13.24%
2010  
+12.36%