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

Fonds
NAV5/24/2018 Chg.-0.0520 Type of yield Investment Focus Investment company
7.2728USD -0.71% 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 1.83 - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 20.38% 19.16% 15.55% -% -%
Sharpe ratio 0.06 0.83 1.32 - -
Best month +6.45% +6.45% +6.45% - -
Worst month -4.35% -4.35% -4.35% - -
Maximum loss -10.88% -10.88% -10.88% - -
Outperformance +0.86% - +9.55% - -
 
All quotes in USD

Performance

YTD  
+0.36%
6 Months  
+7.40%
1 Year  
+20.17%
3 Years     -
5 Years     -
Since start  
+49.58%
Year
2017  
+21.67%