iShares DJ Industrial Average U.E.USD A/  IE00B53L4350  /

Fonds
NAV10/15/2019 Chg.+2.6324 Type of yield Investment Focus Investment company
299.8649USD +0.89% reinvestment Equity ETF Stocks iShares VII plc 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2010 - 2.86 5.24 1.48 -7.61 -3.48 7.14 -3.99 7.78 3.15 -0.70 5.26 +15.65%
2011 2.80 3.08 0.85 4.08 -1.61 -1.14 -1.32 -4.80 -5.95 9.66 1.09 1.52 +7.57%
2012 3.50 2.81 2.10 0.23 -6.00 4.00 1.10 0.95 2.70 -2.43 -0.21 0.73 +9.41%
2013 5.86 1.68 3.81 1.74 2.29 -1.29 4.07 -4.18 2.22 2.83 3.74 3.14 +28.72%
2014 -5.22 4.25 0.89 0.82 1.11 0.70 -1.48 3.51 -0.27 2.11 2.78 0.06 +9.30%
2015 -3.62 5.93 -1.90 0.41 1.27 -2.11 0.46 -5.62 -2.08 8.54 0.62 -1.57 -0.50%
2016 -5.43 0.65 7.16 0.57 0.40 0.90 2.89 0.17 -0.45 -0.83 5.78 3.40 +15.65%
2017 0.57 5.08 -0.64 1.41 0.63 1.70 2.63 0.57 2.16 4.40 4.15 1.88 +27.27%
2018 5.83 -4.04 -3.63 0.30 1.33 -0.53 4.78 2.47 1.93 -5.02 2.01 -8.62 -4.13%
2019 7.24 3.95 0.13 2.62 -6.40 7.26 1.07 -1.41 2.01 0.44 - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 13.25% 13.38% 16.44% 13.01% 13.47%
Sharpe ratio 1.73 0.54 0.57 1.29 0.98
Best month +7.26% +7.26% +7.26% +7.26% +8.54%
Worst month -8.62% -6.40% -8.62% -8.62% -8.62%
Maximum loss -6.72% -6.72% -16.58% -18.42% -18.42%
Outperformance +5.28% - +4.86% +15.79% +33.34%
 
All quotes in USD

Performance

YTD  
+17.40%
6 Months  
+3.33%
1 Year  
+8.88%
3 Years  
+57.22%
5 Years  
+82.70%
Since start  
+215.65%
Year
2018
  -4.13%
2017  
+27.27%
2016  
+15.65%
2015
  -0.50%
2014  
+9.30%
2013  
+28.72%
2012  
+9.41%
2011  
+7.57%
2010  
+15.65%