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

Fonds
NAV9/24/2018 Chg.+0.4026 Type of yield Investment Focus Investment company
20.7986USD +1.97% 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 3.27 - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 21.52% 20.30% 20.60% 27.12% 25.59%
Sharpe ratio 0.85 1.69 1.10 0.40 -0.22
Best month +10.46% +10.46% +12.61% +19.91% +19.91%
Worst month -9.40% -3.50% -9.40% -15.28% -15.28%
Maximum loss -16.27% -10.18% -16.27% -39.14% -66.79%
Outperformance +18.74% - +23.27% -33.73% -32.33%
 
All quotes in USD

Performance

YTD  
+12.80%
6 Months  
+15.70%
1 Year  
+22.36%
3 Years  
+34.71%
5 Years
  -26.01%
Since start
  -17.01%
Year
2017
  -4.39%
2016  
+35.51%
2015
  -34.82%
2014
  -20.40%
2013  
+12.61%
2012
  -2.21%