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

Fonds
NAV11/22/2017 Chg.+0.0227 Type of yield Investment Focus Investment company
5.2098USD +0.44% 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 -0.46 - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 12.98% 12.50% 13.63% -% -%
Sharpe ratio -0.68 0.25 -0.29 - -
Best month +9.90% +9.90% +9.90% - -
Worst month -5.35% -5.35% -5.35% - -
Maximum loss -17.69% -8.25% -18.98% - -
Outperformance -15.15% - -15.02% - -
 
All quotes in USD

Performance

YTD
  -8.14%
6 Months  
+1.40%
1 Year
  -4.25%
3 Years     -
5 Years     -
Since start  
+3.43%
Year