iShares Core S&P 500 U.E.USD A/ IE00B5BMR087 /
NAV2/21/2019 | Chg.-0.9436 | Type of yield | Investment Focus | Investment company |
---|---|---|---|---|
271.9950USD | -0.35% | reinvestment | Equity North America | iShares VII plc ▶ |
Monthly performance
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2010 | - | - | - | - | - | -5.27 | 6.96 | -4.56 | 8.88 | 3.77 | -0.03 | 6.62 | - |
2011 | 2.33 | 3.37 | 0.00 | 2.93 | -1.19 | -1.70 | -2.07 | -5.49 | -7.05 | 10.88 | -0.28 | 0.99 | +1.60% |
2012 | 4.45 | 4.27 | 3.24 | -0.66 | -6.07 | 4.09 | 1.35 | 2.19 | 2.54 | -1.89 | 0.52 | 0.86 | +15.38% |
2013 | 5.15 | 1.30 | 3.71 | 1.89 | 2.28 | -1.38 | 5.05 | -2.94 | 3.09 | 4.56 | 3.00 | 2.49 | +31.71% |
2014 | -3.47 | 4.51 | 0.80 | 0.72 | 2.30 | 2.03 | -1.40 | 3.96 | -1.43 | 2.42 | 2.64 | -0.29 | +13.24% |
2015 | -3.02 | 5.71 | -1.61 | 0.94 | 1.25 | -1.96 | 2.05 | -6.07 | -2.50 | 8.41 | 0.26 | -1.61 | +0.99% |
2016 | -4.98 | -0.18 | 6.73 | 0.36 | 1.75 | 0.23 | 3.67 | 0.10 | -0.01 | -1.85 | 3.67 | 1.95 | +11.54% |
2017 | 1.87 | 3.93 | 0.08 | 1.01 | 1.37 | 0.60 | 2.03 | 0.25 | 2.05 | 2.32 | 3.03 | 1.09 | +21.40% |
2018 | 5.71 | -3.72 | -2.57 | 0.36 | 2.37 | 0.59 | 3.70 | 3.22 | 0.54 | -6.85 | 2.00 | -9.05 | -4.72% |
2019 | 7.99 | 2.76 | - | - | - | - | - | - | - | - | - | - | - |
Calculated values
YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
---|---|---|---|---|---|
Volatility | 14.57% | 19.04% | 16.23% | 12.38% | 13.06% |
Sharpe ratio | 7.40 | -0.22 | 0.29 | 1.19 | 0.82 |
Best month | +7.99% | +7.99% | +7.99% | +7.99% | +8.41% |
Worst month | -9.05% | -9.05% | -9.05% | -9.05% | -9.05% |
Maximum loss | -2.45% | -19.44% | -19.44% | -19.44% | -19.44% |
Outperformance | +0.05% | - | +3.53% | -4.65% | +27.02% |
All quotes in USD
Performance
YTD | +10.96% | ||
---|---|---|---|
6 Months | -2.26% | ||
1 Year | +4.41% | ||
3 Years | +49.99% | ||
5 Years | +64.39% | ||
Since start | +187.76% | ||
Year | |||
2018 | -4.72% | ||
2017 | +21.40% | ||
2016 | +11.54% | ||
2015 | +0.99% | ||
2014 | +13.24% | ||
2013 | +31.71% | ||
2012 | +15.38% | ||
2011 | +1.60% |