iShares Edge MSCI Europe Val.Factor U.E./  IE00BQN1K901  /

Fonds
NAV9/17/2018 Chg.+0.0225 Type of yield Investment Focus Investment company
5.7530EUR +0.39% reinvestment Equity Europe iShares IV plc 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2015 - 8.24 1.72 -0.80 1.16 -4.45 3.42 -8.73 -6.96 8.38 2.66 -5.83 +0.95%
2016 -7.83 -1.77 1.72 3.05 1.71 -6.26 4.74 0.91 -0.45 2.05 1.55 7.27 +5.83%
2017 -0.25 2.51 3.00 1.16 0.91 -2.58 0.24 -1.64 4.56 2.10 -1.32 0.85 +9.71%
2018 2.04 -3.48 -2.87 5.71 -1.28 -1.73 3.43 -4.50 -0.38 - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 11.90% 11.38% 10.76% 16.54% -%
Sharpe ratio -0.38 0.09 0.02 0.22 -
Best month +5.71% +5.71% +5.71% +8.38% -
Worst month -4.50% -4.50% -4.50% -7.83% -
Maximum loss -10.51% -9.19% -10.51% -23.57% -
Outperformance -2.76% - -1.67% -2.57% -
 
All quotes in EUR

Performance

YTD
  -3.47%
6 Months  
+0.35%
1 Year
  -0.12%
3 Years  
+10.43%
5 Years     -
Since start  
+13.14%
Year
2017  
+9.71%
2016  
+5.83%
2015  
+0.95%