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

Fonds
NAV1/22/2019 Chg.-0.1426 Type of yield Investment Focus Investment company
7.9283USD -1.77% 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 -1.93 -8.48 -0.64%
2019 3.54 - - - - - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 29.94% 27.20% 24.41% 17.74% -%
Sharpe ratio 2.62 -0.80 -0.17 1.15 -
Best month +3.54% +6.88% +7.60% +9.09% -
Worst month -8.48% -8.48% -8.48% -8.48% -
Maximum loss -5.04% -23.88% -23.88% -23.88% -
Outperformance -2.54% - +6.59% +17.38% -
 
All quotes in USD

Performance

YTD  
+3.54%
6 Months
  -11.77%
1 Year
  -4.43%
3 Years  
+73.03%
5 Years     -
Since start  
+57.93%
Year
2018
  -0.64%
2017  
+38.31%
2016  
+13.37%