iShares MSCI USA Small Cap U.E.USD Acc/  IE00B3VWM098  /

Fonds
NAV5/24/2018 Chg.+0.1927 Type of yield Investment Focus Investment company
333.0187USD +0.06% reinvestment Equity North America 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 5.22 - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 15.25% 14.18% 11.99% 14.64% 14.24%
Sharpe ratio 0.90 1.04 1.51 0.72 0.86
Best month +5.22% +5.22% +5.22% +9.14% +9.14%
Worst month -4.09% -4.09% -4.09% -7.69% -7.69%
Maximum loss -9.28% -9.28% -9.28% -23.67% -23.67%
Outperformance +7.13% - +4.21% +1.14% +19.55%
 
All quotes in USD

Performance

YTD  
+5.02%
6 Months  
+6.89%
1 Year  
+17.84%
3 Years  
+33.73%
5 Years  
+75.05%
Since start  
+270.02%
Year
2017  
+16.49%
2016  
+19.13%
2015
  -3.96%
2014  
+6.52%
2013  
+36.77%
2012  
+17.49%
2011
  -3.99%
2010  
+28.52%