iShares S&P 500 I.T.S.U.E.USD A/ IE00B3WJKG14 /
| NAV2/19/2019 | Chg.+0.0013 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 8.5991USD | +0.02% | reinvestment | Equity North America | 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 | 5.01 | - | - | - | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 23.20% | 27.43% | 23.33% | 17.39% | -% |
| Sharpe ratio | 5.76 | -0.27 | 0.24 | 1.36 | - |
| Best month | +6.94% | +6.94% | +7.32% | +9.09% | - |
| Worst month | -8.48% | -8.48% | -8.48% | -8.48% | - |
| Maximum loss | -5.04% | -23.88% | -23.88% | -23.88% | - |
| Outperformance | +0.75% | - | +9.83% | +21.61% | - |
All quotes in USD
Performance
| YTD | +12.30% | ||
|---|---|---|---|
| 6 Months | -3.96% | ||
| 1 Year | +5.28% | ||
| 3 Years | +87.75% | ||
| 5 Years | - | ||
| Since start | +71.30% | ||
| Year | |||
| 2018 | -0.64% | ||
| 2017 | +38.31% | ||
| 2016 | +13.37% | ||
