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

Fonds
NAV9/18/2018 Chg.+0.2893 Type of yield Investment Focus Investment company
31.6614USD +0.92% 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 0.49 - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 10.24% 9.19% 9.22% 11.47% -%
Sharpe ratio -0.12 -0.27 0.83 0.87 -
Best month +5.29% +2.74% +5.29% +8.15% -
Worst month -3.68% -2.45% -3.68% -8.39% -
Maximum loss -11.07% -6.17% -11.07% -17.89% -
Outperformance -1.03% - +0.91% -3.49% -
 
All quotes in USD

Performance

YTD
  -1.10%
6 Months
  -1.40%
1 Year  
+7.30%
3 Years  
+31.73%
5 Years     -
Since start  
+27.37%
Year
2017  
+22.16%
2016  
+8.14%
2015
  -3.27%