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