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