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

Fonds
NAV10/11/2019 Chg.+0.0652 Type of yield Investment Focus Investment company
4.6955USD +1.41% reinvestment Equity ETF Stocks iShares V plc 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2016 - - - - - - - - - -2.92 8.36 1.82 -
2017 -3.61 -2.28 -1.05 -2.91 -3.48 -0.20 2.49 -5.35 9.90 -0.68 1.68 4.85 -1.61%
2018 3.79 -10.88 1.62 9.33 2.95 0.69 1.40 -3.38 2.56 -11.29 -1.74 -12.68 -18.54%
2019 11.08 2.49 2.11 0.04 -11.23 9.24 -1.81 -8.22 3.81 -3.44 - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 19.23% 19.79% 22.40% 18.31% -%
Sharpe ratio 0.15 -1.29 -0.95 -0.24 -
Best month +11.08% +9.24% +11.08% +11.08% -
Worst month -12.68% -11.23% -12.68% -12.68% -
Maximum loss -18.11% -18.11% -27.86% -30.45% -
Outperformance +4.95% - -3.40% -10.73% -
 
All quotes in USD

Performance

YTD  
+1.87%
6 Months
  -13.96%
1 Year
  -21.78%
3 Years
  -13.83%
5 Years     -
Since start
  -8.08%
Year
2018
  -18.54%
2017
  -1.61%