iShares Core S&P 500 U.E.USD D/ IE0031442068 /

NAV5/25/2023	Chg.+0.3604	Type of yield	Investment Focus	Investment company
41.4010USD	+0.88%	paying dividend	Equity ETF Stocks	BlackRock AM (IE) ▶

Monthly performance

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2002	-	-	-	-6.10	-0.79	-7.16	-7.83	0.60	-10.90	8.72	5.80	-5.96	-
2003	-2.64	-1.53	0.91	8.17	5.18	1.21	1.71	1.89	-1.12	5.59	0.82	5.17	+27.81%
2004	1.78	1.33	-1.56	-1.62	1.32	1.89	-3.35	0.34	1.04	1.48	3.93	3.36	+10.16%
2005	-2.48	2.03	-1.82	-1.92	3.13	0.09	3.67	-0.97	0.76	-1.71	3.71	-0.01	+4.29%
2006	2.61	0.21	1.21	1.29	-2.93	0.10	0.56	2.33	2.53	3.21	1.82	1.35	+15.11%
2007	1.48	-2.01	1.07	4.38	3.43	-1.70	-3.14	1.44	3.68	1.52	-4.25	-0.77	+4.82%
2008	-6.03	-3.28	-0.47	4.80	1.23	-8.49	-0.88	1.38	-8.96	-16.84	-7.26	0.98	-37.43%
2009	-8.47	-10.72	8.69	9.50	5.54	0.16	7.50	4.37	2.84	-1.90	5.92	1.87	+25.55%
2010	-3.65	3.04	5.97	1.54	-8.04	-5.29	6.94	-3.20	7.33	3.76	-0.06	6.62	+14.28%
2011	2.32	3.37	-0.01	2.68	-0.97	-1.72	-2.08	-5.51	-7.08	10.87	-0.29	0.96	+1.40%
2012	4.43	4.26	3.24	-0.68	-6.08	4.06	1.33	2.18	2.53	-1.90	0.50	0.85	+15.17%
2013	5.12	1.30	3.70	1.87	2.27	-1.39	5.03	-2.96	3.08	4.54	2.98	2.47	+31.50%
2014	-3.51	4.50	0.78	0.69	2.27	2.01	-1.43	3.93	-1.46	2.39	2.62	-0.32	+12.88%
2015	-3.05	5.68	-1.63	0.91	1.22	-1.99	2.03	-5.32	-3.34	8.38	0.23	-1.64	+0.67%
2016	-5.02	-0.20	6.72	0.34	1.72	0.19	3.65	0.08	-0.04	-1.88	3.64	1.92	+11.17%
2017	1.85	3.90	0.07	0.98	1.37	0.60	2.03	0.26	2.06	2.31	3.03	1.10	+21.32%
2018	5.70	-3.72	-2.56	0.36	2.37	0.59	3.70	3.22	0.53	-6.86	2.00	-9.05	-4.72%
2019	7.99	3.18	1.92	4.03	-6.39	7.02	1.42	-1.62	1.85	2.14	3.59	2.99	+31.04%
2020	-0.06	-8.27	-12.34	12.79	4.72	1.99	5.62	7.38	-4.02	-2.68	10.91	3.82	+18.10%
2021	-1.03	2.74	4.36	5.32	0.67	2.31	2.36	3.01	-4.67	6.99	-0.72	4.46	+28.37%
2022	-5.19	-3.02	3.69	-8.74	0.15	-8.27	9.20	-4.11	-9.23	8.08	5.55	-5.78	-18.33%
2023	6.26	-2.47	3.64	1.55	-0.31	-	-	-	-	-	-	-	-

Single months: Dividends not considered

Calculated values and performance in:

	YTD	6 Months	1 Year	3 Years	5 Years
Volatility	14.89%	15.96%	20.57%	18.40%	21.30%
Sharpe ratio	1.38	0.28	0.12	0.52	0.33
Best month	+6.26%	+6.26%	+9.20%	+10.91%	+12.79%
Worst month	-5.78%	-5.78%	-9.23%	-9.23%	-12.34%
Maximum loss	-7.60%	-7.60%	-16.72%	-24.61%	-33.78%
Outperformance	+3.58%	-	+1.98%	+14.70%	+0.79%

All quotes in USD