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

Fonds
NAV11/13/2018 Chg.+0.0423 Type of yield Investment Focus Investment company
5.6428EUR +0.76% 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 1.19 -4.74 1.37 - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 12.03% 11.61% 11.60% 15.96% -%
Sharpe ratio -0.48 -1.37 -0.31 0.20 -
Best month +5.71% +3.43% +5.71% +7.27% -
Worst month -4.74% -4.74% -4.74% -7.83% -
Maximum loss -13.11% -13.11% -13.11% -23.57% -
Outperformance -2.37% - -1.82% +0.15% -
 
All quotes in EUR

Performance

YTD
  -5.32%
6 Months
  -8.48%
1 Year
  -3.90%
3 Years  
+8.63%
5 Years     -
Since start  
+10.98%
Year
2017  
+9.71%
2016  
+5.83%
2015  
+0.95%