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

Fonds
NAV11/15/2018 Chg.+0.2024 Type of yield Investment Focus Investment company
8.4027USD +2.47% 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 -1.51 - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 21.31% 19.74% 20.43% -% -%
Sharpe ratio 0.51 -0.08 0.51 - -
Best month +7.60% +7.32% +7.60% +9.09% -
Worst month -7.99% -7.99% -7.99% -7.99% -
Maximum loss -12.28% -12.28% -12.28% - -
Outperformance +11.11% - +9.87% +17.46% -
 
All quotes in USD

Performance

YTD  
+9.04%
6 Months
  -0.98%
1 Year  
+10.07%
3 Years  
+67.38%
5 Years     -
Since start  
+67.38%
Year
2017  
+38.31%
2016  
+13.37%