iShares Digitalisation U.E.USD A/ IE00BYZK4883 /
| NAV6/1/2023 | Chg.+0.0950 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 7.3039USD | +1.32% | reinvestment | Equity Worldwide | BlackRock AM (IE) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2016 | - | - | - | - | - | - | - | - | - | -2.99 | -3.29 | -1.06 | - |
| 2017 | 4.30 | 2.27 | 3.02 | 1.57 | 3.28 | -0.56 | 3.38 | 0.18 | 1.63 | 2.72 | 1.26 | 1.91 | +27.89% |
| 2018 | 7.54 | -0.39 | -0.22 | 1.18 | 1.77 | 1.32 | 0.40 | 4.42 | -2.03 | -10.08 | 0.85 | -7.97 | -4.42% |
| 2019 | 9.66 | 5.13 | 2.10 | 4.39 | -4.06 | 4.32 | 1.21 | -5.45 | -0.51 | 2.65 | 2.69 | 1.69 | +25.52% |
| 2020 | 0.74 | -8.81 | -15.62 | 17.17 | 13.43 | 4.50 | 9.03 | 7.27 | -3.45 | -3.63 | 13.42 | 6.24 | +41.18% |
| 2021 | -0.77 | 3.26 | -1.10 | 4.57 | -0.78 | 5.45 | -1.20 | 2.55 | -6.15 | 2.44 | -6.38 | -0.52 | +0.59% |
| 2022 | -11.19 | -4.21 | -0.44 | -11.57 | -4.37 | -9.29 | 10.17 | -3.16 | -11.56 | 4.74 | 5.92 | -5.82 | -35.94% |
| 2023 | 13.70 | -4.90 | 2.69 | -0.46 | 0.48 | 1.32 | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 18.58% | 19.56% | 25.49% | 22.76% | 22.45% |
| Sharpe ratio | 1.62 | 0.25 | -0.06 | -0.19 | -0.06 |
| Best month | +13.70% | +13.70% | +13.70% | +13.70% | +17.17% |
| Worst month | -5.82% | -5.82% | -11.56% | -11.57% | -15.62% |
| Maximum loss | -14.05% | -14.05% | -22.14% | -47.02% | -47.02% |
| Outperformance | +1.36% | - | -2.64% | +4.21% | - |
All quotes in USD
Performance
| YTD | +12.53% | ||
|---|---|---|---|
| 6 Months | +4.12% | ||
| 1 Year | +1.81% | ||
| 3 Years | -2.25% | ||
| 5 Years | +10.68% | ||
| 10 Years | - | ||
| Since start | +45.79% | ||
| Year | |||
| 2022 | -35.94% | ||
| 2021 | +0.59% | ||
| 2020 | +41.18% | ||
| 2019 | +25.52% | ||
| 2018 | -4.42% | ||
| 2017 | +27.89% | ||