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