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

Fonds
NAV9/19/2018 Chg.+0.1296 Type of yield Investment Focus Investment company
7.5012USD +1.76% 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 1.40 - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 17.55% 15.87% 15.88% -% -%
Sharpe ratio 0.30 0.09 0.96 - -
Best month +6.45% +5.24% +6.45% - -
Worst month -4.35% -4.35% -4.35% - -
Maximum loss -12.12% -7.91% -12.12% - -
Outperformance +8.68% - +16.73% - -
 
All quotes in USD

Performance

YTD  
+3.51%
6 Months  
+0.54%
1 Year  
+14.98%
3 Years     -
5 Years     -
Since start  
+54.28%
Year
2017  
+21.67%