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

Fonds
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%