iShares S&P 500 Inform.Tec.S.U.E.USD Acc/  IE00B3WJKG14  /

Fonds
NAV5/17/2018 Chg.-0.0414 Type of yield Investment Focus Investment company
8.4801USD -0.49% 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 6.30 - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 23.09% 21.04% 17.28% -% -%
Sharpe ratio 1.29 1.06 1.81 - -
Best month +7.60% +7.60% +7.73% +9.09% -
Worst month -3.92% -3.92% -3.92% -5.40% -
Maximum loss -10.58% -10.58% -10.58% - -
Outperformance +3.26% - +6.23% - -
 
All quotes in USD

Performance

YTD  
+10.04%
6 Months  
+10.36%
1 Year  
+30.93%
3 Years     -
5 Years     -
Since start  
+68.93%
Year
2017  
+38.31%
2016  
+13.37%