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

Fonds
NAV3/4/2021 Chg.-0.3679 Type of yield Investment Focus Investment company
15.8588USD -2.27% 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 5.38 11.26 -4.95 -5.14 11.51 5.73 +42.66%
2021 -0.96 1.20 -3.27 - - - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 23.03% 23.98% 39.18% 28.63% 23.73%
Sharpe ratio -0.69 0.67 0.92 0.86 1.16
Best month +5.73% +11.51% +13.74% +13.74% +13.74%
Worst month -3.27% -5.14% -8.67% -8.73% -8.73%
Maximum loss -8.82% -10.28% -24.52% -31.15% -31.15%
Outperformance +6.86% - +7.38% +41.13% +72.48%
 
All quotes in USD

Performance

YTD
  -3.05%
6 Months  
+7.46%
1 Year  
+35.40%
3 Years  
+90.78%
5 Years  
+231.70%
Since start  
+215.91%
Year
2020  
+42.66%
2019  
+49.74%
2018
  -0.64%
2017  
+38.31%
2016  
+13.37%