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

Fonds
NAV9/20/2018 Chg.-0.0033 Type of yield Investment Focus Investment company
5.8809USD -0.06% 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 1.00 - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 19.01% 17.49% 17.08% -% -%
Sharpe ratio 0.42 1.61 0.85 - -
Best month +9.33% +9.33% +9.90% - -
Worst month -10.88% -3.38% -10.88% - -
Maximum loss -14.87% -8.21% -14.87% - -
Outperformance +0.59% - +5.64% - -
 
All quotes in USD

Performance

YTD  
+5.39%
6 Months  
+13.19%
1 Year  
+14.21%
3 Years     -
5 Years     -
Since start  
+16.75%
Year
2017
  -1.61%