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

Fonds
NAV1/18/2019 Chg.+0.0962 Type of yield Investment Focus Investment company
5.0543USD +1.94% reinvestment Equity North America 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 11.20 - - - - - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 18.53% 23.67% 22.33% -% -%
Sharpe ratio 41.06 -1.08 -0.64 - -
Best month +11.20% +11.20% +11.20% +11.20% -
Worst month -12.68% -12.68% -12.68% -12.68% -
Maximum loss -1.11% -30.45% -30.45% - -
Outperformance +4.75% - -1.31% - -
 
All quotes in USD

Performance

YTD  
+11.20%
6 Months
  -14.03%
1 Year
  -14.52%
3 Years     -
5 Years     -
Since start  
+0.34%
Year
2018
  -18.54%
2017
  -1.61%