iShares Edge MSCI W.M.Fa.U.E.USD A/  IE00BP3QZ825  /

Fonds
NAV7/2/2020 Chg.+0.3684 Type of yield Investment Focus Investment company
48.7776USD +0.76% reinvestment Equity Worldwide BlackRock AM (IE) 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2014 - - - - - - - - - - 3.17 -0.99 -
2015 -0.23 5.22 -0.88 0.18 1.95 -1.66 3.19 -6.64 -3.69 6.91 0.15 0.00 +3.83%
2016 -4.32 -1.31 5.51 0.19 2.00 2.72 2.75 -2.75 0.71 -2.98 0.43 1.47 +4.06%
2017 3.54 2.36 2.14 1.87 4.21 0.22 3.11 1.43 2.53 4.54 1.87 0.30 +31.90%
2018 8.04 -1.64 -3.34 1.10 2.82 -0.38 2.20 4.47 0.95 -9.89 1.43 -7.41 -2.98%
2019 6.32 3.67 2.59 3.21 -3.66 6.31 1.00 0.05 -0.83 1.25 2.55 2.46 +27.44%
2020 2.60 -7.18 -10.21 10.17 5.74 4.60 1.77 - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 36.62% 36.76% 27.17% 19.52% 16.76%
Sharpe ratio 0.35 0.33 0.44 0.76 0.75
Best month +10.17% +10.17% +10.17% +10.17% +10.17%
Worst month -10.21% -10.21% -10.21% -10.21% -10.21%
Maximum loss -31.48% -31.48% -31.48% -31.48% -31.48%
Outperformance +15.64% - +17.66% +35.70% +50.80%
 
All quotes in USD

Performance

YTD  
+6.03%
6 Months  
+5.67%
1 Year  
+11.57%
3 Years  
+50.04%
5 Years  
+77.37%
Since start  
+94.18%
Year
2019  
+27.44%
2018
  -2.98%
2017  
+31.90%
2016  
+4.06%
2015  
+3.83%