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

Fonds
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%