iShares Edge MSCI W.Q.Fa.U.E.USD A/ IE00BP3QZ601 /
| NAV5/25/2023 | Chg.+0.5057 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 51.2706USD | +1.00% | reinvestment | Equity Worldwide | BlackRock AM (IE) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2014 | - | - | - | - | - | - | - | - | - | - | 1.24 | -1.49 | - |
| 2015 | -0.74 | 5.13 | -1.60 | 2.27 | 0.52 | -2.32 | 2.30 | -6.56 | -2.21 | 8.43 | -0.26 | -1.72 | +2.45% |
| 2016 | -4.97 | 0.08 | 6.59 | 0.45 | 0.75 | -0.48 | 3.24 | -0.40 | 0.22 | -2.96 | 1.30 | 1.58 | +5.05% |
| 2017 | 1.48 | 3.63 | 1.34 | 1.66 | 2.67 | -0.32 | 1.53 | 0.32 | 2.18 | 2.29 | 2.91 | 1.34 | +23.09% |
| 2018 | 4.08 | -3.50 | -1.17 | 0.65 | 1.65 | -0.66 | 3.38 | 1.60 | 0.44 | -7.01 | 0.53 | -6.85 | -7.31% |
| 2019 | 7.35 | 4.49 | 2.09 | 3.18 | -5.79 | 6.72 | 0.45 | -2.18 | 1.82 | 2.83 | 3.30 | 3.38 | +30.51% |
| 2020 | -0.45 | -8.40 | -11.13 | 10.20 | 4.70 | 1.42 | 4.05 | 7.31 | -3.37 | -3.13 | 11.76 | 3.76 | +14.91% |
| 2021 | -2.09 | 2.37 | 4.03 | 5.03 | 1.90 | 1.99 | 3.03 | 2.46 | -6.09 | 7.22 | -1.79 | 3.68 | +23.20% |
| 2022 | -6.84 | -3.12 | 3.23 | -7.81 | -0.93 | -8.55 | 7.81 | -4.86 | -9.14 | 6.83 | 8.47 | -3.85 | -19.20% |
| 2023 | 6.06 | -2.55 | 3.93 | 1.97 | -0.68 | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 12.95% | 13.82% | 18.22% | 16.24% | 18.06% |
| Sharpe ratio | 1.60 | 0.61 | 0.21 | 0.43 | 0.26 |
| Best month | +6.06% | +8.47% | +8.47% | +11.76% | +11.76% |
| Worst month | -3.85% | -3.85% | -9.14% | -9.14% | -11.13% |
| Maximum loss | -7.21% | -7.21% | -16.00% | -27.79% | -32.70% |
| Outperformance | +7.04% | - | +7.09% | +19.35% | +19.08% |
All quotes in USD
Performance
| YTD | +8.79% | ||
|---|---|---|---|
| 6 Months | +5.68% | ||
| 1 Year | +7.24% | ||
| 3 Years | +34.37% | ||
| 5 Years | +47.37% | ||
| 10 Years | - | ||
| Since start | +105.00% | ||
| Year | |||
| 2022 | -19.20% | ||
| 2021 | +23.20% | ||
| 2020 | +14.91% | ||
| 2019 | +30.51% | ||
| 2018 | -7.31% | ||
| 2017 | +23.09% | ||
| 2016 | +5.05% | ||
| 2015 | +2.45% | ||