iShares Edge MSCI USA M.Fa.U.E.USD A/ IE00BD1F4N50 /
| NAV7/6/2020 | Chg.+0.2002 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 9.3730USD | +2.18% | reinvestment | Equity ETF Stocks | BlackRock AM (IE) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2016 | - | - | - | - | - | - | - | - | - | - | -0.80 | 1.21 | - |
| 2017 | 3.19 | 3.68 | 2.05 | 2.56 | 4.81 | 0.34 | 3.39 | 1.48 | 2.75 | 5.03 | 2.69 | 0.15 | +37.13% |
| 2018 | 8.15 | -1.48 | -3.69 | 0.85 | 3.38 | -0.14 | 1.77 | 5.89 | 0.89 | -9.77 | 1.25 | -7.68 | -2.04% |
| 2019 | 6.69 | 3.34 | 2.16 | 2.24 | -2.32 | 6.21 | 1.87 | 0.24 | -1.34 | 0.62 | 3.35 | 1.75 | +27.36% |
| 2020 | 3.64 | -7.38 | -11.41 | 11.69 | 5.93 | 4.33 | 4.18 | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 44.32% | 44.99% | 33.13% | 23.45% | -% |
| Sharpe ratio | 0.44 | 0.43 | 0.45 | 0.73 | - |
| Best month | +11.69% | +11.69% | +11.69% | +11.69% | - |
| Worst month | -11.41% | -11.41% | -11.41% | -11.41% | - |
| Maximum loss | -33.80% | -33.80% | -33.80% | -33.80% | - |
| Outperformance | +16.84% | - | +18.29% | +34.58% | - |
All quotes in USD
Performance
| YTD | +9.35% | ||
|---|---|---|---|
| 6 Months | +8.95% | ||
| 1 Year | +14.44% | ||
| 3 Years | +58.60% | ||
| 5 Years | - | ||
| Since start | +87.46% | ||
| Year | |||
| 2019 | +27.36% | ||
| 2018 | -2.04% | ||
| 2017 | +37.13% | ||
