iShares Edge MSCI W.V.Fa.U.E.USD A/ IE00BP3QZB59 /
| NAV2/24/2021 | Chg.+0.2430 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 34.7241USD | +0.70% | 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 | -1.93 | 5.62 | -3.39 | -3.43 | 16.83 | 4.39 | -3.84% |
| 2021 | 1.47 | 8.69 | - | - | - | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 11.94% | 15.24% | 26.85% | 17.76% | 15.37% |
| Sharpe ratio | 8.55 | 3.93 | 0.44 | 0.14 | 0.68 |
| Best month | +8.69% | +16.83% | +16.83% | +16.83% | +16.83% |
| Worst month | +1.47% | -3.43% | -16.35% | -16.35% | -16.35% |
| Maximum loss | -4.65% | -6.97% | -32.69% | -36.52% | -39.27% |
| Outperformance | -17.66% | - | -21.64% | -27.33% | -46.53% |
All quotes in USD
Performance
| YTD | +10.28% | ||
|---|---|---|---|
| 6 Months | +26.45% | ||
| 1 Year | +11.33% | ||
| 3 Years | +5.67% | ||
| 5 Years | +60.09% | ||
| Since start | +40.64% | ||
| Year | |||
| 2020 | -3.84% | ||
| 2019 | +18.81% | ||
| 2018 | -13.90% | ||
| 2017 | +22.13% | ||
| 2016 | +8.13% | ||
| 2015 | -3.27% | ||