iShares S&P 500 I.T.S.U.E.USD A/  IE00B3WJKG14  /

Fonds
NAV4/23/2019 Chg.+0.1307 Type of yield Investment Focus Investment company
9.7720USD +1.36% reinvestment Equity ETF Stocks iShares V plc 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2015 - - - - - - - - - - - -2.30 -
2016 -4.82 -1.28 9.09 -5.40 5.52 -2.76 7.86 2.05 2.41 -0.09 -0.36 1.54 +13.37%
2017 4.39 5.07 2.53 2.50 4.34 -2.71 4.30 3.43 0.62 7.73 1.11 -0.01 +38.31%
2018 7.60 0.05 -3.92 0.07 7.32 -0.37 2.07 6.88 -0.36 -7.99 -1.93 -8.48 -0.64%
2019 6.94 6.84 4.80 6.58 - - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 18.05% 26.03% 21.81% 17.32% -%
Sharpe ratio 6.66 1.07 1.01 1.50 -
Best month +6.94% +6.94% +7.32% +7.86% -
Worst month -8.48% -8.48% -8.48% -8.48% -
Maximum loss -5.04% -18.71% -23.88% -23.88% -
Outperformance +5.81% - +15.52% +28.79% -
 
All quotes in USD

Performance

YTD  
+27.62%
6 Months  
+12.89%
1 Year  
+21.62%
3 Years  
+98.02%
5 Years     -
Since start  
+94.66%
Year
2018
  -0.64%
2017  
+38.31%
2016  
+13.37%