iShares S&P 500 Energy S.U.E.USD A/  IE00B42NKQ00  /

Fonds
NAV3/4/2021 Chg.+0.1104 Type of yield Investment Focus Investment company
4.4816USD +2.53% reinvestment Equity ETF Stocks BlackRock AM (IE) 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2015 - - - - - - - - - - - -9.86 -
2016 -3.13 -1.84 9.15 8.82 -0.79 3.19 -1.93 1.18 2.92 -2.84 8.37 1.80 +26.56%
2017 -3.53 -2.38 -0.94 -3.02 -3.51 -0.20 2.63 -5.33 9.79 -0.76 1.72 4.89 -1.59%
2018 3.76 -10.88 1.55 9.35 2.97 0.68 1.52 -3.48 2.58 -11.22 -1.70 -12.67 -18.46%
2019 10.99 2.38 2.13 0.19 -11.34 9.38 -1.95 -8.15 3.90 -2.50 1.80 6.08 +11.07%
2020 -11.09 -14.68 -35.21 30.18 1.82 -1.18 -5.01 0.92 -16.47 -4.52 27.95 4.29 -34.32%
2021 3.82 22.65 6.03 - - - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 34.41% 43.36% 59.74% 38.67% 31.81%
Sharpe ratio 13.66 2.96 0.26 -0.12 0.01
Best month +22.65% +27.95% +30.18% +30.18% +30.18%
Worst month +3.82% -16.47% -35.21% -35.21% -35.21%
Maximum loss -11.76% -19.37% -48.60% -67.29% -67.29%
Outperformance -3.24% - -2.83% -4.56% -9.04%
 
All quotes in USD

Performance

YTD  
+35.02%
6 Months  
+50.39%
1 Year  
+14.69%
3 Years
  -14.31%
5 Years
  -1.72%
Since start
  -9.28%
Year
2020
  -34.32%
2019  
+11.07%
2018
  -18.46%
2017
  -1.59%
2016  
+26.56%