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

Fonds
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%