iShares Oil & Gas Expl.& Pr.U.E.USD Acc/  IE00B6R51Z18  /

Fonds
NAV11/15/2018 Chg.+0.2852 Type of yield Investment Focus Investment company
17.2537USD +1.68% reinvestment Equity Worldwide iShares V plc 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2011 - - - - - - - - - 22.01 3.93 -5.21 -
2012 5.78 7.44 -5.90 -0.66 -19.53 6.76 4.11 2.27 4.19 -1.87 -2.63 1.08 -2.21%
2013 4.71 -2.00 3.26 -4.38 4.00 -2.66 7.80 -0.55 5.36 2.07 -3.10 -1.71 +12.61%
2014 -4.00 6.40 1.97 6.16 2.65 6.76 -5.78 2.24 -10.11 -10.13 -12.96 -3.01 -20.40%
2015 -5.76 5.55 -2.91 13.11 -8.25 -5.76 -14.64 -6.27 -8.50 12.83 -1.41 -15.28 -34.82%
2016 -5.37 -7.61 19.91 15.55 -1.59 0.85 -1.62 4.50 5.16 -6.00 12.16 -1.10 +35.51%
2017 -2.53 -5.08 0.72 -4.99 -5.88 -2.81 4.00 -7.13 12.61 0.98 0.97 6.45 -4.39%
2018 2.73 -9.40 4.02 10.46 1.35 3.24 1.15 -3.50 4.83 -15.29 -3.52 - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 22.80% 22.94% 22.25% 26.80% 25.91%
Sharpe ratio -0.31 -1.24 0.05 0.02 -0.35
Best month +10.46% +4.83% +10.46% +19.91% +19.91%
Worst month -15.29% -15.29% -15.29% -15.29% -15.29%
Maximum loss -21.35% -21.35% -21.35% -35.35% -66.79%
Outperformance +6.31% - +8.49% -54.21% -37.54%
 
All quotes in USD

Performance

YTD
  -6.43%
6 Months
  -15.75%
1 Year  
+0.88%
3 Years  
+0.50%
5 Years
  -38.70%
Since start
  -31.15%
Year
2017
  -4.39%
2016  
+35.51%
2015
  -34.82%
2014
  -20.40%
2013  
+12.61%
2012
  -2.21%