iShares S&P 500 Fi.S.U.E.USD A/  IE00B4JNQZ49  /

Fonds
NAV3/5/2021 Chg.+0.1726 Type of yield Investment Focus Investment company
9.2251USD +1.91% reinvestment Equity ETF Stocks BlackRock AM (IE) 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2015 - - - - - - - - - - - -2.01 -
2016 -9.02 -2.93 7.19 3.46 1.88 -3.29 3.61 3.69 -2.77 2.44 13.69 4.01 +22.13%
2017 0.17 5.19 -2.87 -0.82 -1.32 6.37 1.73 -1.70 5.20 2.84 3.49 1.97 +21.64%
2018 6.34 -2.72 -4.40 -0.42 -0.98 -1.84 5.19 1.37 -2.30 -4.70 2.76 -11.30 -13.38%
2019 8.76 2.34 -2.72 8.97 -7.15 6.69 2.45 -4.92 4.62 2.41 4.93 2.65 +31.38%
2020 -2.63 -11.22 -21.35 9.53 2.66 -0.36 3.72 5.52 -4.69 -0.86 16.86 6.23 -2.20%
2021 -1.72 11.46 4.36 - - - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 22.50% 24.14% 44.56% 29.58% 24.83%
Sharpe ratio 5.11 3.90 0.69 0.26 0.63
Best month +11.46% +16.86% +16.86% +16.86% +16.86%
Worst month -1.72% -4.69% -21.35% -21.35% -21.35%
Maximum loss -7.93% -7.93% -32.79% -43.02% -43.02%
Outperformance +10.09% - +8.99% +28.56% +58.53%
 
All quotes in USD

Performance

YTD  
+14.32%
6 Months  
+38.04%
1 Year  
+30.31%
3 Years  
+23.33%
5 Years  
+102.75%
Since start  
+84.13%
Year
2020
  -2.20%
2019  
+31.38%
2018
  -13.38%
2017  
+21.64%
2016  
+22.13%