iShares Edge MSCI W.V.Fa.U.E.USD A/  IE00BP3QZB59  /

Fonds
NAV7/1/2020 Chg.-0.2070 Type of yield Investment Focus Investment company
26.5082USD -0.77% reinvestment Equity Worldwide BlackRock AM (IE) 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2014 - - - - - - - - - - 1.97 -1.38 -
2015 -2.11 6.56 -1.30 3.14 1.28 -2.71 0.38 -7.14 -5.28 8.16 -1.80 -1.42 -3.27%
2016 -8.42 -1.22 6.25 3.30 -0.25 -3.87 5.63 1.85 0.28 0.32 1.80 3.07 +8.13%
2017 2.29 1.98 0.40 0.73 0.98 1.07 2.98 -0.31 3.31 2.44 2.61 1.75 +22.13%
2018 5.31 -3.68 -2.46 2.21 -2.38 -2.06 2.75 -0.91 1.75 -7.27 0.40 -7.67 -13.90%
2019 8.64 0.90 -0.63 1.80 -8.05 6.87 -0.37 -4.11 4.74 3.89 1.87 2.96 +18.81%
2020 -3.20 -9.32 -16.35 7.21 2.98 0.65 -0.77 - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 34.07% 34.07% 25.17% 16.73% 15.51%
Sharpe ratio -1.01 -1.04 -0.48 -0.11 0.04
Best month +7.21% +7.21% +7.21% +8.64% +8.64%
Worst month -16.35% -16.35% -16.35% -16.35% -16.35%
Maximum loss -36.52% -36.52% -36.52% -39.27% -39.27%
Outperformance +2.66% - +4.84% -2.62% -10.18%
 
All quotes in USD

Performance

YTD
  -19.05%
6 Months
  -19.84%
1 Year
  -12.46%
3 Years
  -6.46%
5 Years  
+0.79%
Since start  
+7.36%
Year
2019  
+18.81%
2018
  -13.90%
2017  
+22.13%
2016  
+8.13%
2015
  -3.27%