iShares MSCI USA S.C.ESG Enh.U.E.USD A/ IE00B3VWM098 /
| NAV6/6/2023 | Chg.+10.5578 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 442.8933USD | +2.44% | reinvestment | Equity ETF Stocks | BlackRock AM (IE) ▶ |
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 | 1.75 | 3.94 | 2.56 | +26.56% |
| 2020 | -2.70 | -8.74 | -22.68 | 14.81 | 7.06 | 3.12 | 3.96 | 5.56 | -3.86 | 2.45 | 16.54 | 7.78 | +18.15% |
| 2021 | 3.68 | 6.47 | 2.08 | 3.71 | -0.11 | 1.42 | -2.19 | 2.22 | -2.97 | 4.72 | -4.38 | 3.36 | +18.86% |
| 2022 | -8.08 | 0.96 | 1.23 | -8.37 | 0.10 | -9.22 | 10.67 | -2.54 | -8.91 | 9.95 | 4.22 | -5.68 | -16.94% |
| 2023 | 10.52 | -1.71 | -4.64 | -1.37 | -2.17 | 5.74 | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 20.10% | 20.06% | 24.09% | 22.91% | 25.60% |
| Sharpe ratio | 0.52 | 0.18 | -0.11 | 0.26 | 0.07 |
| Best month | +10.52% | +10.52% | +10.67% | +16.54% | +16.54% |
| Worst month | -5.68% | -5.68% | -9.22% | -9.22% | -22.68% |
| Maximum loss | -13.92% | -13.92% | -16.88% | -28.94% | -42.48% |
| Outperformance | +0.25% | - | +10.18% | -9.92% | -13.29% |
All quotes in USD
Performance
| YTD | +5.68% | ||
|---|---|---|---|
| 6 Months | +3.48% | ||
| 1 Year | +0.81% | ||
| 3 Years | +30.83% | ||
| 5 Years | +29.45% | ||
| 10 Years | +134.85% | ||
| Since start | +392.10% | ||
| Year | |||
| 2022 | -16.94% | ||
| 2021 | +18.86% | ||
| 2020 | +18.15% | ||
| 2019 | +26.56% | ||
| 2018 | -10.49% | ||
| 2017 | +16.49% | ||
| 2016 | +19.13% | ||
| 2015 | -3.96% | ||
| 2014 | +6.52% | ||