iShares Edge MSCI W.Value Fac.UCITS ETF/  IE00BP3QZB59  /

Fonds
NAV11/15/2018 Chg.+0.0603 Type of yield Investment Focus Investment company
29.7340USD +0.20% 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 0.02 - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 10.71% 10.18% 10.35% 11.31% -%
Sharpe ratio -0.73 -1.61 -0.18 0.65 -
Best month +5.29% +2.74% +5.29% +6.23% +8.15%
Worst month -7.27% -7.27% -7.27% -8.39% -8.39%
Maximum loss -15.64% -10.76% -15.64% -16.66% -
Outperformance -0.50% - -0.29% -7.05% -
 
All quotes in USD

Performance

YTD
  -7.12%
6 Months
  -8.81%
1 Year
  -2.17%
3 Years  
+22.55%
5 Years     -
Since start  
+19.62%
Year
2017  
+22.16%
2016  
+8.14%
2015
  -3.27%