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

Fonds
NAV1/17/2019 Chg.+0.0161 Type of yield Investment Focus Investment company
29.1143USD +0.06% 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 6.15 - - - - - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 10.00% 12.02% 11.40% 11.37% -%
Sharpe ratio 32.75 -1.08 -1.20 0.92 -
Best month +6.15% +6.15% +6.15% +6.23% +8.15%
Worst month -8.11% -8.11% -8.11% -8.39% -8.39%
Maximum loss -0.36% -16.29% -21.54% -21.54% -
Outperformance +1.90% - -1.85% -5.65% -
 
All quotes in USD

Performance

YTD  
+6.15%
6 Months
  -6.93%
1 Year
  -13.98%
3 Years  
+33.56%
5 Years     -
Since start  
+17.12%
Year
2018
  -14.33%
2017  
+22.16%
2016  
+8.14%
2015
  -3.27%