iShares S&P 500 Financ.S.U.E.USD Acc/  IE00B4JNQZ49  /

Fonds
NAV1/22/2019 Chg.-0.0745 Type of yield Investment Focus Investment company
6.7737USD -1.09% 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 7.94 - - - - - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 18.91% 19.67% 19.84% -% -%
Sharpe ratio 13.52 -0.68 -0.61 - -
Best month +7.94% +7.94% +7.94% +13.87% -
Worst month -11.31% -11.31% -11.31% -11.31% -
Maximum loss -2.19% -22.38% -25.07% - -
Outperformance +0.08% - +7.63% - -
 
All quotes in USD

Performance

YTD  
+7.94%
6 Months
  -7.15%
1 Year
  -12.37%
3 Years     -
5 Years     -
Since start  
+39.32%
Year
2018
  -13.40%
2017  
+21.67%