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

Fonds
NAV11/15/2018 Chg.+0.0839 Type of yield Investment Focus Investment company
5.2364USD +1.63% 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 -1.16 - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 19.97% 19.07% 19.12% -% -%
Sharpe ratio -0.34 -1.23 0.07 - -
Best month +9.33% +2.95% +9.33% +9.90% -
Worst month -11.29% -11.29% -11.29% -11.29% -
Maximum loss -16.17% -16.17% -16.17% - -
Outperformance -2.26% - +0.38% - -
 
All quotes in USD

Performance

YTD
  -6.16%
6 Months
  -12.79%
1 Year  
+0.99%
3 Years     -
5 Years     -
Since start  
+3.95%
Year
2017
  -1.61%