iShares S&P 500 I.T.S.U.E.USD A/ IE00B3WJKG14 /
| NAV4/23/2019 | Chg.+0.1307 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 9.7720USD | +1.36% | 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 | 6.58 | - | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 18.05% | 26.03% | 21.81% | 17.32% | -% |
| Sharpe ratio | 6.66 | 1.07 | 1.01 | 1.50 | - |
| Best month | +6.94% | +6.94% | +7.32% | +7.86% | - |
| Worst month | -8.48% | -8.48% | -8.48% | -8.48% | - |
| Maximum loss | -5.04% | -18.71% | -23.88% | -23.88% | - |
| Outperformance | +5.81% | - | +15.52% | +28.79% | - |
All quotes in USD
Performance
| YTD | +27.62% | ||
|---|---|---|---|
| 6 Months | +12.89% | ||
| 1 Year | +21.62% | ||
| 3 Years | +98.02% | ||
| 5 Years | - | ||
| Since start | +94.66% | ||
| Year | |||
| 2018 | -0.64% | ||
| 2017 | +38.31% | ||
| 2016 | +13.37% | ||
