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

Fonds
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%