iShares MSCI USA S.C.U.E.USD A/ IE00B3VWM098 /
| NAV10/11/2019 | Chg.+5.2909 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 329.2045USD | +1.63% | reinvestment | Equity ETF Stocks | iShares VII plc ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2009 | - | - | - | - | - | - | - | 4.41 | 5.97 | -5.97 | 3.92 | 7.55 | - |
| 2010 | -3.04 | 4.89 | 7.98 | 5.19 | -7.84 | -7.60 | 7.15 | -6.32 | 11.86 | 3.73 | 3.25 | 8.64 | +28.52% |
| 2011 | 0.57 | 4.98 | 1.97 | 3.00 | -1.46 | -2.11 | -3.45 | -8.86 | -10.86 | 14.98 | -0.26 | -0.22 | -3.99% |
| 2012 | 6.92 | 3.74 | 2.20 | -0.07 | -7.59 | 3.82 | -0.95 | 3.62 | 2.48 | -1.43 | 1.47 | 2.75 | +17.49% |
| 2013 | 6.54 | 1.07 | 4.42 | -0.75 | 4.42 | -1.09 | 6.65 | -3.18 | 5.93 | 3.11 | 2.87 | 2.28 | +36.77% |
| 2014 | -2.08 | 4.87 | -0.51 | -2.60 | 1.17 | 4.94 | -5.19 | 5.24 | -5.36 | 4.55 | 0.88 | 1.25 | +6.52% |
| 2015 | -2.36 | 6.04 | 1.12 | -1.76 | 1.98 | -0.51 | -0.56 | -5.41 | -5.11 | 5.59 | 2.08 | -4.34 | -3.96% |
| 2016 | -7.69 | 0.78 | 8.45 | 1.69 | 1.98 | -0.03 | 5.20 | 0.84 | 0.57 | -4.21 | 9.14 | 2.12 | +19.13% |
| 2017 | 1.37 | 2.23 | -0.10 | 0.90 | -1.36 | 2.52 | 1.27 | -0.83 | 4.93 | 1.42 | 2.80 | 0.36 | +16.49% |
| 2018 | 2.58 | -4.09 | 1.05 | 0.40 | 5.46 | 0.76 | 1.68 | 4.37 | -1.93 | -10.20 | 1.84 | -11.31 | -10.49% |
| 2019 | 11.62 | 4.83 | -1.04 | 3.39 | -7.48 | 6.74 | 1.32 | -4.20 | 1.69 | -2.21 | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 15.63% | 15.88% | 18.33% | 14.28% | 15.03% |
| Sharpe ratio | 1.21 | -0.46 | -0.02 | 0.62 | 0.62 |
| Best month | +11.62% | +6.74% | +11.62% | +11.62% | +11.62% |
| Worst month | -11.31% | -7.48% | -11.31% | -11.31% | -11.31% |
| Maximum loss | -8.39% | -8.39% | -19.49% | -25.30% | -25.30% |
| Outperformance | +5.32% | - | -1.02% | -5.39% | +10.75% |
All quotes in USD
Performance
| YTD | +14.11% | ||
|---|---|---|---|
| 6 Months | -3.95% | ||
| 1 Year | -0.77% | ||
| 3 Years | +27.51% | ||
| 5 Years | +52.84% | ||
| Since start | +259.90% | ||
| Year | |||
| 2018 | -10.49% | ||
| 2017 | +16.49% | ||
| 2016 | +19.13% | ||
| 2015 | -3.96% | ||
| 2014 | +6.52% | ||
| 2013 | +36.77% | ||
| 2012 | +17.49% | ||
| 2011 | -3.99% | ||
| 2010 | +28.52% | ||
