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

Fonds
NAV10/22/2018 Chg.-0.2847 Type of yield Investment Focus Investment company
61.6984EUR -0.46% 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 -5.61 - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 14.22% 10.71% 13.04% 11.68% 12.15%
Sharpe ratio 0.18 0.51 0.48 0.87 0.81
Best month +5.31% +3.46% +5.31% +8.43% +8.43%
Worst month -5.61% -5.61% -5.61% -5.61% -5.61%
Maximum loss -10.27% -7.04% -10.27% -12.91% -13.37%
Outperformance -1.52% - -1.49% -1.27% -8.08%
 
All quotes in EUR

Performance

YTD  
+1.84%
6 Months  
+2.52%
1 Year  
+5.96%
3 Years  
+32.39%
5 Years  
+57.90%
Since start  
+77.96%
Year
2017  
+18.78%
2016  
+9.56%
2015  
+0.18%
2014  
+12.56%