iShares S&P 500 Fi.S.U.E.USD A/ IE00B4JNQZ49 /
| NAV10/16/2019 | Chg.-0.0174 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 7.4743USD | -0.23% | reinvestment | Equity ETF Stocks | 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 | 2.37 | -2.64 | 8.96 | -7.21 | 6.70 | 2.41 | -4.89 | 4.60 | -0.05 | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 16.29% | 16.84% | 18.41% | 16.39% | -% |
| Sharpe ratio | 1.54 | 0.42 | 0.38 | 0.93 | - |
| Best month | +8.96% | +8.96% | +8.96% | +13.87% | - |
| Worst month | -11.31% | -7.21% | -11.31% | -11.31% | - |
| Maximum loss | -9.37% | -9.37% | -18.20% | -25.07% | - |
| Outperformance | +12.29% | - | +11.04% | +32.44% | - |
All quotes in USD
Performance
| YTD | +19.10% | ||
|---|---|---|---|
| 6 Months | +3.29% | ||
| 1 Year | +6.60% | ||
| 3 Years | +51.54% | ||
| 5 Years | - | ||
| Since start | +53.73% | ||
| Year | |||
| 2018 | -13.40% | ||
| 2017 | +21.67% | ||
