iShares Edge MSCI W.M.Fa.U.E.USD A/ IE00BP3QZ825 /
| NAV2/25/2021 | Chg.-1.6985 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 58.9456USD | -2.80% | 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 | 6.65 | 6.60 | -2.24 | -3.56 | 9.84 | 4.27 | +27.90% |
| 2021 | 0.74 | -0.56 | - | - | - | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 19.43% | 19.66% | 29.78% | 20.75% | 17.17% |
| Sharpe ratio | 0.09 | 1.06 | 0.92 | 0.68 | 1.08 |
| Best month | +4.27% | +9.84% | +10.17% | +10.17% | +10.17% |
| Worst month | -0.56% | -3.56% | -10.21% | -10.21% | -10.21% |
| Maximum loss | -7.58% | -8.55% | -27.87% | -31.48% | -31.48% |
| Outperformance | +15.69% | - | +15.85% | +31.25% | +50.16% |
All quotes in USD
Performance
| YTD | +0.18% | ||
|---|---|---|---|
| 6 Months | +9.77% | ||
| 1 Year | +26.83% | ||
| 3 Years | +46.59% | ||
| 5 Years | +128.03% | ||
| Since start | +134.66% | ||
| Year | |||
| 2020 | +27.90% | ||
| 2019 | +27.44% | ||
| 2018 | -2.98% | ||
| 2017 | +31.90% | ||
| 2016 | +4.06% | ||
| 2015 | +3.83% | ||