iShares Healthcare Innovation U.E.USD A/ IE00BYZK4776 /
| NAV5/31/2023 | Chg.-0.0012 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 7.3977USD | -0.02% | reinvestment | Equity Worldwide | BlackRock AM (IE) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2016 | - | - | - | - | - | - | - | - | - | -9.92 | 0.00 | -0.44 | - |
| 2017 | 2.65 | 5.39 | 0.41 | 3.26 | 2.17 | 3.86 | -0.93 | 4.13 | 0.72 | 3.58 | 3.63 | 1.67 | +34.96% |
| 2018 | 13.93 | -3.88 | 1.05 | -2.96 | 2.29 | -2.39 | 1.38 | 5.88 | 2.42 | -14.19 | 4.70 | -7.74 | -2.30% |
| 2019 | 6.71 | 3.30 | -0.30 | -4.12 | -4.30 | 5.99 | -0.31 | -6.14 | -4.36 | 5.61 | 7.80 | 3.52 | +12.72% |
| 2020 | -2.32 | -4.45 | -5.45 | 13.17 | 10.51 | 2.96 | 6.28 | 1.80 | 3.18 | -0.23 | 10.59 | 8.70 | +52.12% |
| 2021 | 2.77 | -2.96 | -4.36 | 6.44 | -3.01 | 5.24 | -2.56 | 2.10 | -4.98 | 0.23 | -7.04 | 2.95 | -6.04% |
| 2022 | -14.75 | -0.95 | 2.21 | -11.68 | -2.91 | -0.28 | 7.07 | -4.88 | -6.23 | 6.17 | 6.22 | -3.92 | -23.63% |
| 2023 | 3.98 | -4.76 | 0.96 | 1.81 | -0.89 | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 14.45% | 15.90% | 21.22% | 20.86% | 21.78% |
| Sharpe ratio | -0.09 | -0.60 | 0.03 | -0.18 | -0.07 |
| Best month | +3.98% | +6.22% | +7.07% | +10.59% | +13.17% |
| Worst month | -4.76% | -4.76% | -6.23% | -14.75% | -14.75% |
| Maximum loss | -10.69% | -10.69% | -18.54% | -42.23% | -42.23% |
| Outperformance | +21.14% | - | +24.79% | +16.81% | - |
All quotes in USD
Performance
| YTD | +0.88% | ||
|---|---|---|---|
| 6 Months | -3.07% | ||
| 1 Year | +4.10% | ||
| 3 Years | -0.79% | ||
| 5 Years | +10.41% | ||
| 10 Years | - | ||
| Since start | +46.78% | ||
| Year | |||
| 2022 | -23.63% | ||
| 2021 | -6.04% | ||
| 2020 | +52.12% | ||
| 2019 | +12.72% | ||
| 2018 | -2.30% | ||
| 2017 | +34.96% | ||