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

Fonds
NAV7/19/2018 Chg.-0.0300 Type of yield Investment Focus Investment company
8.9322USD -0.33% 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 4.72 - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 20.49% 21.24% 17.00% -% -%
Sharpe ratio 1.54 0.87 1.77 - -
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 +6.90% - +7.97% - -
 
All quotes in USD

Performance

YTD  
+15.91%
6 Months  
+8.60%
1 Year  
+29.81%
3 Years     -
5 Years     -
Since start  
+77.93%
Year
2017  
+38.31%
2016  
+13.37%