iShares S&P 500 EUR H.U.E.A/  IE00B3ZW0K18  /

Fonds
NAV2/14/2019 Chg.-0.1660 Type of yield Investment Focus Investment company
61.1639EUR -0.27% 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 -9.28 -7.69%
2019 7.68 1.57 - - - - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 15.43% 19.06% 16.31% 12.45% 13.07%
Sharpe ratio 6.94 -0.41 0.04 1.06 0.66
Best month +7.68% +7.68% +7.68% +7.68% +8.43%
Worst month -9.28% -9.28% -9.28% -9.28% -9.28%
Maximum loss -2.49% -20.19% -20.19% -20.19% -20.19%
Outperformance -1.49% - -8.45% -12.14% -15.67%
 
All quotes in EUR

Performance

YTD  
+9.37%
6 Months
  -4.15%
1 Year  
+0.32%
3 Years  
+43.84%
5 Years  
+48.87%
Since start  
+76.42%
Year
2018
  -7.69%
2017  
+18.78%
2016  
+9.56%
2015  
+0.18%
2014  
+12.56%