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

Fonds
NAV7/17/2018 Chg.+0.0109 Type of yield Investment Focus Investment company
7.1811USD +0.15% 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 3.52 - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 19.25% 19.93% 16.14% -% -%
Sharpe ratio -0.07 -0.56 0.78 - -
Best month +6.45% +6.45% +6.45% - -
Worst month -4.35% -4.35% -4.35% - -
Maximum loss -12.12% -12.12% -12.12% - -
Outperformance +5.33% - +12.21% - -
 
All quotes in USD

Performance

YTD
  -0.90%
6 Months
  -5.83%
1 Year  
+12.20%
3 Years     -
5 Years     -
Since start  
+47.70%
Year
2017  
+21.67%