iShares DJ Gl.Sust.Scr.U.E.USD A/ IE00B57X3V84 /
| NAV6/5/2023 | Chg.+0.0076 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 59.3839USD | +0.01% | reinvestment | Equity Worldwide | BlackRock AM (IE) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2011 | - | - | -0.75 | 5.46 | -2.71 | -1.34 | -2.79 | -7.81 | -9.54 | 10.93 | -3.38 | -0.71 | - |
| 2012 | 5.84 | 4.55 | 0.06 | -1.92 | -9.92 | 5.31 | 1.18 | 2.38 | 3.09 | 0.04 | 1.12 | 2.95 | +14.57% |
| 2013 | 5.26 | -0.49 | 1.25 | 3.46 | -0.33 | -3.68 | 5.05 | -1.90 | 5.33 | 3.73 | 1.32 | 0.07 | +20.26% |
| 2014 | -2.81 | 5.40 | 1.13 | 1.48 | 1.60 | 1.63 | -1.25 | 1.55 | -3.25 | -0.61 | 1.26 | -2.37 | +3.48% |
| 2015 | -2.50 | 5.61 | -1.92 | 4.06 | -0.78 | -2.94 | 1.00 | -6.79 | -4.17 | 7.91 | -1.12 | -1.72 | -4.25% |
| 2016 | -6.33 | -1.49 | 7.29 | 2.66 | -0.44 | -1.23 | 4.83 | 0.19 | 0.51 | -1.53 | 0.79 | 2.98 | +7.82% |
| 2017 | 2.09 | 2.57 | 1.71 | 1.61 | 2.05 | 0.78 | 2.49 | 0.04 | 2.51 | 1.98 | 1.49 | 1.12 | +22.45% |
| 2018 | 5.86 | -4.10 | -2.22 | 1.64 | -1.19 | -0.67 | 3.69 | 0.38 | 0.60 | -7.54 | 2.03 | -6.57 | -8.61% |
| 2019 | 7.05 | 2.63 | 0.72 | 2.98 | -5.29 | 6.69 | 0.18 | -2.07 | 2.36 | 2.79 | 2.54 | 3.62 | +26.28% |
| 2020 | -1.04 | -7.71 | -12.15 | 9.56 | 4.41 | 3.19 | 3.84 | 6.55 | -3.96 | -4.06 | 12.95 | 4.09 | +13.52% |
| 2021 | -0.64 | 2.48 | 3.52 | 4.08 | 2.42 | 0.79 | 0.91 | 2.55 | -4.29 | 6.22 | -2.74 | 4.51 | +21.11% |
| 2022 | -4.58 | -2.18 | 2.56 | -8.39 | 0.66 | -8.84 | 5.98 | -4.68 | -9.51 | 6.98 | 9.10 | -3.56 | -17.18% |
| 2023 | 6.88 | -2.84 | 4.61 | 1.85 | 0.27 | 2.68 | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 11.86% | 12.50% | 16.94% | 15.15% | 17.21% |
| Sharpe ratio | 2.78 | 1.47 | 0.21 | 0.44 | 0.27 |
| Best month | +6.88% | +6.88% | +9.10% | +12.95% | +12.95% |
| Worst month | -3.56% | -3.56% | -9.51% | -9.51% | -12.15% |
| Maximum loss | -6.49% | -6.49% | -17.28% | -27.33% | -33.53% |
| Outperformance | +6.53% | - | +0.02% | +4.27% | +13.69% |
All quotes in USD
Performance
| YTD | +13.92% | ||
|---|---|---|---|
| 6 Months | +10.34% | ||
| 1 Year | +6.97% | ||
| 3 Years | +33.80% | ||
| 5 Years | +48.28% | ||
| 10 Years | +117.93% | ||
| Since start | +136.07% | ||
| Year | |||
| 2022 | -17.18% | ||
| 2021 | +21.11% | ||
| 2020 | +13.52% | ||
| 2019 | +26.28% | ||
| 2018 | -8.61% | ||
| 2017 | +22.45% | ||
| 2016 | +7.82% | ||
| 2015 | -4.25% | ||
| 2014 | +3.48% | ||