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

Fonds
NAV6/15/2018 Chg.-0.0596 Type of yield Investment Focus Investment company
62.5958EUR -0.10% 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 2.71 - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 16.27% 15.67% 11.99% 12.78% 12.18%
Sharpe ratio 0.48 0.42 1.12 0.80 0.97
Best month +5.31% +5.31% +5.31% +8.43% +8.43%
Worst month -3.97% -3.97% -3.97% -5.28% -5.28%
Maximum loss -10.27% -10.27% -10.27% -13.37% -13.37%
Outperformance +0.74% - +2.11% +2.80% -5.56%
 
All quotes in EUR

Performance

YTD  
+3.32%
6 Months  
+3.07%
1 Year  
+13.08%
3 Years  
+32.70%
5 Years  
+71.76%
Since start  
+80.55%
Year
2017  
+18.78%
2016  
+9.56%
2015  
+0.18%
2014  
+12.56%