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

Fonds
NAV7/6/2020 Chg.+0.5993 Type of yield Investment Focus Investment company
40.1331USD +1.52% 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 2.74 - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 36.34% 36.87% 27.20% 17.97% 15.80%
Sharpe ratio -0.13 -0.15 0.24 0.56 0.58
Best month +10.20% +10.20% +10.20% +10.20% +10.20%
Worst month -11.13% -11.13% -11.13% -11.13% -11.13%
Maximum loss -32.70% -32.70% -32.70% -32.70% -32.70%
Outperformance +11.11% - +15.47% +21.98% +29.93%
 
All quotes in USD

Performance

YTD
  -2.59%
6 Months
  -2.94%
1 Year  
+6.14%
3 Years  
+31.54%
5 Years  
+51.56%
Since start  
+60.47%
Year
2019  
+30.51%
2018
  -7.31%
2017  
+23.09%
2016  
+5.05%
2015  
+2.45%