iShares NASDAQ 100 U.E.USD A/ IE00B53SZB19 /
| NAV2/21/2019 | Chg.-1.5223 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 392.8782USD | -0.39% | reinvestment | Equity North America | iShares VII plc ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2010 | - | 4.54 | 7.66 | 2.16 | -7.35 | -6.10 | 7.17 | -5.11 | 13.01 | 6.32 | -0.21 | 4.74 | +23.32% |
| 2011 | 2.89 | 3.09 | -0.52 | 2.78 | -1.23 | -1.99 | 2.02 | -5.39 | -4.55 | 10.33 | -2.59 | -0.78 | +3.14% |
| 2012 | 8.34 | 6.41 | 5.03 | -0.49 | -7.78 | 3.63 | 1.03 | 5.07 | 1.00 | -5.34 | 1.35 | -0.60 | +17.74% |
| 2013 | 2.64 | 0.43 | 2.95 | 1.73 | 4.18 | -2.37 | 6.23 | -0.35 | 4.71 | 4.97 | 3.47 | 2.99 | +36.15% |
| 2014 | -1.94 | 5.10 | -2.69 | -0.37 | 4.49 | 3.05 | 1.13 | 5.04 | -0.79 | 2.67 | 4.47 | -2.35 | +18.76% |
| 2015 | -2.06 | 7.18 | -2.36 | 1.86 | 2.26 | -2.44 | 4.38 | -5.54 | -3.39 | 11.21 | 0.49 | -1.52 | +9.19% |
| 2016 | -6.82 | -1.66 | 6.74 | -3.15 | 4.38 | -2.34 | 7.10 | 1.02 | 2.20 | -1.52 | 0.37 | 1.11 | +6.72% |
| 2017 | 5.21 | 4.31 | 2.02 | 2.72 | 3.81 | -2.42 | 4.13 | 1.98 | -0.15 | 4.51 | 2.01 | 0.49 | +32.34% |
| 2018 | 8.66 | -1.26 | -3.96 | 0.38 | 5.62 | 1.06 | 2.72 | 5.95 | -0.32 | -8.65 | -0.15 | -8.87 | -0.44% |
| 2019 | 9.12 | 1.95 | - | - | - | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 20.34% | 25.86% | 22.08% | 16.42% | 16.60% |
| Sharpe ratio | 5.49 | -0.33 | 0.23 | 1.19 | 0.90 |
| Best month | +9.12% | +9.12% | +9.12% | +9.12% | +11.21% |
| Worst month | -8.87% | -8.87% | -8.87% | -8.87% | -8.87% |
| Maximum loss | -3.34% | -22.84% | -22.84% | -22.84% | -22.84% |
| Outperformance | +0.34% | - | +3.82% | +14.88% | +61.25% |
All quotes in USD
Performance
| YTD | +11.25% | ||
|---|---|---|---|
| 6 Months | -4.61% | ||
| 1 Year | +4.70% | ||
| 3 Years | +69.52% | ||
| 5 Years | +98.62% | ||
| Since start | +313.56% | ||
| Year | |||
| 2018 | -0.44% | ||
| 2017 | +32.34% | ||
| 2016 | +6.72% | ||
| 2015 | +9.19% | ||
| 2014 | +18.76% | ||
| 2013 | +36.15% | ||
| 2012 | +17.74% | ||
| 2011 | +3.14% | ||
| 2010 | +23.32% | ||
