iShares Edge MSCI W.Qua.Factor UCITS ETF/  IE00BP3QZ601  /

Fonds
NAV7/16/2018 Chg.-0.0894 Type of yield Investment Focus Investment company
35.1971USD -0.25% reinvestment Equity Worldwide iShares IV plc 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2014 - - - - - - - - - - 1.24 -1.51 -
2015 -0.73 5.12 -1.57 2.27 0.50 -2.32 2.31 -5.96 -2.83 8.40 -0.23 -1.72 +2.48%
2016 -5.00 0.08 6.58 0.46 0.74 -0.46 3.23 -0.41 0.24 -2.98 1.32 1.56 +5.03%
2017 1.48 3.65 1.34 1.65 2.66 -0.32 1.55 0.29 2.18 2.30 2.91 1.32 +23.09%
2018 4.10 -3.50 -1.17 0.63 1.64 -0.65 2.69 - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 11.64% 11.93% 9.17% 10.99% -%
Sharpe ratio 0.63 0.11 1.56 0.87 -
Best month +4.10% +4.10% +4.10% +8.40% -
Worst month -3.50% -3.50% -3.50% -5.96% -
Maximum loss -8.88% -8.88% -8.88% -12.98% -
Outperformance +5.39% - +3.44% +8.95% -
 
All quotes in USD

Performance

YTD  
+3.35%
6 Months  
+0.25%
1 Year  
+12.97%
3 Years  
+28.59%
5 Years     -
Since start  
+40.47%
Year
2017  
+23.09%
2016  
+5.03%
2015  
+2.48%