iShares Edge MSCI W.M.Fa.U.E.USD A/  IE00BP3QZ825  /

Fonds
NAV5/26/2022 Chg.+1.2459 Type of yield Investment Focus Investment company
54.7633USD +2.33% reinvestment Equity Worldwide BlackRock AM (IE) 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2014 - - - - - - - - - - 3.17 -0.99 -
2015 -0.23 5.22 -0.88 0.18 1.95 -1.66 3.19 -6.64 -3.69 6.91 0.15 0.00 +3.83%
2016 -4.32 -1.31 5.51 0.19 2.00 2.72 2.75 -2.75 0.71 -2.98 0.43 1.47 +4.06%
2017 3.54 2.36 2.14 1.87 4.21 0.22 3.11 1.43 2.53 4.54 1.87 0.30 +31.90%
2018 8.04 -1.64 -3.34 1.10 2.82 -0.38 2.20 4.47 0.95 -9.89 1.43 -7.41 -2.98%
2019 6.32 3.67 2.59 3.21 -3.66 6.31 1.00 0.05 -0.83 1.25 2.55 2.46 +27.44%
2020 2.60 -7.18 -10.21 10.17 5.74 4.60 6.65 6.60 -2.24 -3.56 9.84 4.27 +27.90%
2021 0.74 -0.63 0.21 6.78 -1.06 1.10 1.64 3.16 -3.73 7.50 -3.08 1.44 +14.31%
2022 -7.74 -2.16 4.42 -11.32 -2.59 - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 26.30% 25.44% 20.14% 22.44% 19.54%
Sharpe ratio -1.51 -1.27 -0.58 0.46 0.59
Best month +4.42% +4.42% +7.50% +10.17% +10.17%
Worst month -11.32% -11.32% -11.32% -11.32% -11.32%
Maximum loss -22.54% -22.73% -24.94% -31.48% -31.48%
Outperformance +15.69% - +15.85% +31.25% +50.16%
 
All quotes in USD

Performance

YTD
  -18.58%
6 Months
  -17.77%
1 Year
  -12.13%
3 Years  
+33.21%
5 Years  
+69.60%
Since start  
+118.01%
Year
2021  
+14.31%
2020  
+27.90%
2019  
+27.44%
2018
  -2.98%
2017  
+31.90%
2016  
+4.06%
2015  
+3.83%