iShares S&P 500 EUR Hdg.U.E.Acc/  IE00B3ZW0K18  /

Fonds
NAV12/11/2018 Chg.-0.0390 Type of yield Investment Focus Investment company
58.8589EUR -0.07% reinvestment Equity North America iShares V plc 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2013 - - - 1.79 2.28 -1.40 4.91 -3.00 2.98 4.51 2.96 2.44 -
2014 -3.57 4.38 0.79 0.69 2.31 2.00 -1.48 3.98 -1.54 2.38 2.61 -0.34 +12.56%
2015 -3.29 5.68 -1.74 0.90 1.20 -2.00 2.00 -5.28 -3.40 8.43 0.21 -1.70 +0.18%
2016 -5.11 -0.28 6.36 0.26 1.70 0.07 3.51 -0.04 -0.19 -2.02 3.64 1.73 +9.56%
2017 1.65 3.88 -0.09 0.84 1.17 0.39 1.82 0.07 1.91 2.17 2.77 0.85 +18.78%
2018 5.31 -3.97 -2.80 0.16 2.17 0.35 3.46 2.98 0.32 -7.29 1.73 -4.52 -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 15.51% 14.54% 15.12% 12.21% 12.60%
Sharpe ratio -0.17 -0.78 -0.14 0.73 0.67
Best month +5.31% +3.46% +5.31% +6.36% +8.43%
Worst month -7.29% -7.29% -7.29% -7.29% -7.29%
Maximum loss -10.61% -10.61% -10.61% -11.74% -13.37%
Outperformance -3.24% - -2.75% -3.55% -10.66%
 
All quotes in EUR

Performance

YTD
  -2.85%
6 Months
  -6.02%
1 Year
  -2.49%
3 Years  
+28.28%
5 Years  
+47.91%
Since start  
+69.77%
Year
2017  
+18.78%
2016  
+9.56%
2015  
+0.18%
2014  
+12.56%