iShares S&P 500 Fi.S.U.E.USD A/ IE00B4JNQZ49 /
| NAV2/21/2019 | Chg.-0.0313 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 6.9822USD | -0.45% | reinvestment | Equity North America | iShares V plc ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2016 | - | - | - | - | - | - | - | - | - | 2.26 | 13.87 | 3.86 | - |
| 2017 | 0.20 | 5.16 | -2.80 | -0.87 | -1.25 | 6.39 | 1.69 | -1.66 | 5.12 | 2.90 | 3.46 | 1.92 | +21.67% |
| 2018 | 6.45 | -2.82 | -4.35 | -0.39 | -0.95 | -1.94 | 5.24 | 1.34 | -2.26 | -4.77 | 2.75 | -11.31 | -13.40% |
| 2019 | 8.78 | 2.28 | - | - | - | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 15.34% | 19.73% | 18.38% | -% | -% |
| Sharpe ratio | 7.29 | -0.54 | -0.36 | - | - |
| Best month | +8.78% | +8.78% | +8.78% | +13.87% | - |
| Worst month | -11.31% | -11.31% | -11.31% | -11.31% | - |
| Maximum loss | -2.19% | -22.38% | -23.85% | - | - |
| Outperformance | +3.75% | - | +10.61% | - | - |
All quotes in USD
Performance
| YTD | +11.26% | ||
|---|---|---|---|
| 6 Months | -5.74% | ||
| 1 Year | -6.91% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| Since start | +43.60% | ||
| Year | |||
| 2018 | -13.40% | ||
| 2017 | +21.67% | ||
