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

Fonds
NAV10/11/2019 Chg.+0.1494 Type of yield Investment Focus Investment company
10.1686USD +1.49% 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 6.41 -8.73 9.10 3.32 -1.53 1.49 -0.12 - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 19.26% 19.27% 23.89% 18.23% -%
Sharpe ratio 2.17 0.65 0.73 1.22 -
Best month +9.10% +9.10% +9.10% +9.10% -
Worst month -8.73% -8.73% -8.73% -8.73% -
Maximum loss -10.47% -10.47% -19.49% -23.88% -
Outperformance +18.52% - +13.44% +39.86% -
 
All quotes in USD

Performance

YTD  
+30.85%
6 Months  
+5.88%
1 Year  
+17.00%
3 Years  
+80.67%
5 Years     -
Since start  
+99.59%
Year
2018
  -0.64%
2017  
+38.31%
2016  
+13.37%