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

Fonds
NAV3/21/2019 Chg.+0.0368 Type of yield Investment Focus Investment company
5.3754USD +0.69% 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 11.08 2.49 3.87 - - - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 17.33% 24.48% 21.26% -% -%
Sharpe ratio 6.65 -0.71 0.05 - -
Best month +11.08% +11.08% +11.08% +11.08% -
Worst month -12.68% -12.68% -12.68% -12.68% -
Maximum loss -3.98% -30.45% -30.45% - -
Outperformance +3.87% - -1.38% - -
 
All quotes in USD

Performance

YTD  
+18.26%
6 Months
  -9.25%
1 Year  
+0.82%
3 Years     -
5 Years     -
Since start  
+6.71%
Year
2018
  -18.54%
2017
  -1.61%