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

Fonds
NAV11/9/2018 Chg.-0.2889 Type of yield Investment Focus Investment company
34.4185USD -0.83% 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 3.36 1.61 0.44 -6.99 2.09 - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 11.44% 10.27% 10.77% 10.25% -%
Sharpe ratio 0.14 -0.04 0.51 0.90 -
Best month +4.10% +3.36% +4.10% +6.58% +8.40%
Worst month -6.99% -6.99% -6.99% -6.99% -6.99%
Maximum loss -9.47% -9.47% -9.47% -11.72% -
Outperformance +4.39% - +3.60% +0.82% -
 
All quotes in USD

Performance

YTD  
+1.06%
6 Months
  -0.35%
1 Year  
+5.14%
3 Years  
+29.27%
5 Years     -
Since start  
+37.36%
Year
2017  
+23.09%
2016  
+5.03%
2015  
+2.48%