iShares Edge MSCI W.V.Fa.U.E.USD A/ IE00BP3QZB59 /
| NAV10/11/2019 | Chg.+0.5728 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 30.1125USD | +1.94% | reinvestment | Equity Worldwide | iShares IV plc ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2014 | - | - | - | - | - | - | - | - | - | - | 1.98 | -1.41 | - |
| 2015 | -2.12 | 6.58 | -1.31 | 3.16 | 1.27 | -2.73 | 0.40 | -6.55 | -5.88 | 8.15 | -1.80 | -1.44 | -3.27% |
| 2016 | -8.39 | -1.22 | 6.23 | 3.32 | -0.25 | -3.87 | 5.62 | 1.87 | 0.26 | 0.31 | 1.81 | 3.06 | +8.14% |
| 2017 | 2.29 | 1.97 | 0.40 | 0.75 | 0.96 | 1.10 | 2.96 | -0.32 | 3.32 | 2.46 | 2.60 | 1.76 | +22.16% |
| 2018 | 5.29 | -3.68 | -2.45 | 2.22 | -2.40 | -2.05 | 2.74 | -0.92 | 1.76 | -7.27 | 0.40 | -8.11 | -14.33% |
| 2019 | 9.17 | 0.90 | -0.63 | 1.78 | -8.03 | 6.85 | -0.36 | -4.11 | 4.74 | 0.20 | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 11.02% | 11.02% | 11.98% | 9.72% | 11.75% |
| Sharpe ratio | 1.20 | -0.29 | -0.07 | 0.73 | 0.44 |
| Best month | +9.17% | +6.85% | +9.17% | +9.17% | +9.17% |
| Worst month | -8.11% | -8.03% | -8.11% | -8.11% | -8.39% |
| Maximum loss | -9.76% | -9.76% | -12.19% | -21.54% | -24.07% |
| Outperformance | +1.43% | - | -3.82% | -3.28% | +3.36% |
All quotes in USD
Performance
| YTD | +9.79% | ||
|---|---|---|---|
| 6 Months | -1.84% | ||
| 1 Year | -1.23% | ||
| 3 Years | +21.30% | ||
| 5 Years | +25.96% | ||
| Since start | +21.14% | ||
| Year | |||
| 2018 | -14.33% | ||
| 2017 | +22.16% | ||
| 2016 | +8.14% | ||
| 2015 | -3.27% | ||
