iShares NASDAQ 100 U.E.USD Acc/  IE00B53SZB19  /

Fonds
NAV12/7/2018 Chg.-12.5819 Type of yield Investment Focus Investment company
368.8445USD -3.30% 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 -4.81 -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 21.08% 21.42% 20.48% 16.19% 15.97%
Sharpe ratio 0.22 -0.64 0.28 0.81 0.91
Best month +8.66% +5.95% +8.66% +8.66% +11.21%
Worst month -8.65% -8.65% -8.65% -8.65% -8.65%
Maximum loss -14.66% -14.66% -14.66% -15.81% -16.20%
Outperformance +6.56% - +5.55% +6.27% +62.16%
 
All quotes in USD

Performance

YTD  
+3.99%
6 Months
  -7.28%
1 Year  
+5.32%
3 Years  
+43.74%
5 Years  
+94.57%
Since start  
+288.26%
Year
2017  
+32.34%
2016  
+6.72%
2015  
+9.19%
2014  
+18.76%
2013  
+36.15%
2012  
+17.74%
2011  
+3.14%
2010  
+23.32%