iShares Edge MSCI W.Q.Fa.U.E.USD A/  IE00BP3QZ601  /

Fonds
NAV3/8/2021 Chg.-0.0964 Type of yield Investment Focus Investment company
47.4626USD -0.20% reinvestment Equity Worldwide BlackRock AM (IE) 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2014 - - - - - - - - - - 1.24 -1.49 -
2015 -0.74 5.13 -1.60 2.27 0.52 -2.32 2.30 -6.56 -2.21 8.43 -0.26 -1.72 +2.45%
2016 -4.97 0.08 6.59 0.45 0.75 -0.48 3.24 -0.40 0.22 -2.96 1.30 1.58 +5.05%
2017 1.48 3.63 1.34 1.66 2.67 -0.32 1.53 0.32 2.18 2.29 2.91 1.34 +23.09%
2018 4.08 -3.50 -1.17 0.65 1.65 -0.66 3.38 1.60 0.44 -7.01 0.53 -6.85 -7.31%
2019 7.35 4.49 2.09 3.18 -5.79 6.72 0.45 -2.18 1.82 2.83 3.30 3.38 +30.51%
2020 -0.45 -8.40 -11.13 10.20 4.70 1.42 4.05 7.31 -3.37 -3.13 11.76 3.76 +14.91%
2021 -2.09 2.37 0.02 - - - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 12.89% 14.09% 27.06% 18.67% 15.51%
Sharpe ratio 0.15 2.07 1.28 0.64 0.88
Best month +3.76% +11.76% +11.76% +11.76% +11.76%
Worst month -2.09% -3.37% -11.13% -11.13% -11.13%
Maximum loss -4.00% -7.36% -21.41% -32.70% -32.70%
Outperformance +7.04% - +7.09% +19.35% +19.08%
 
All quotes in USD

Performance

YTD  
+0.25%
6 Months  
+13.31%
1 Year  
+34.00%
3 Years  
+37.93%
5 Years  
+84.82%
Since start  
+89.77%
Year
2020  
+14.91%
2019  
+30.51%
2018
  -7.31%
2017  
+23.09%
2016  
+5.05%
2015  
+2.45%