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

Fonds
NAV11/14/2018 Chg.-0.0964 Type of yield Investment Focus Investment company
6.9102USD -1.38% 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 0.35 - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 18.04% 15.50% 17.41% -% -%
Sharpe ratio -0.28 -0.72 0.16 - -
Best month +6.45% +5.24% +6.45% +13.87% -
Worst month -4.77% -4.77% -4.77% -4.77% -
Maximum loss -15.67% -12.64% -15.67% - -
Outperformance +6.66% - +9.11% - -
 
All quotes in USD

Performance

YTD
  -4.64%
6 Months
  -5.95%
1 Year  
+2.39%
3 Years     -
5 Years     -
Since start  
+42.12%
Year
2017  
+21.67%