iShares S&P 500 I.T.S.U.E.USD A/ IE00B3WJKG14 /
| NAV7/9/2020 | Chg.+0.0511 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 13.5625USD | +0.38% | reinvestment | Equity ETF Stocks | BlackRock AM (IE) ▶ |
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 | 6.41 | -8.73 | 9.10 | 3.32 | -1.53 | 1.49 | 3.87 | 5.34 | 4.46 | +49.74% |
| 2020 | 3.94 | -7.33 | -8.67 | 13.74 | 7.00 | 6.93 | 3.33 | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 49.79% | 51.02% | 37.85% | 27.26% | -% |
| Sharpe ratio | 0.77 | 0.63 | 0.99 | 1.01 | - |
| Best month | +13.74% | +13.74% | +13.74% | +13.74% | +13.74% |
| Worst month | -8.67% | -8.67% | -8.67% | -8.73% | -8.73% |
| Maximum loss | -31.15% | -31.15% | -31.15% | -31.15% | - |
| Outperformance | +14.81% | - | +29.74% | +55.68% | - |
All quotes in USD
Performance
| YTD | +18.29% | ||
|---|---|---|---|
| 6 Months | +14.78% | ||
| 1 Year | +37.07% | ||
| 3 Years | +105.17% | ||
| 5 Years | - | ||
| Since start | +170.17% | ||
| Year | |||
| 2019 | +49.74% | ||
| 2018 | -0.64% | ||
| 2017 | +38.31% | ||
| 2016 | +13.37% | ||
