iShares Automation&Robotics U.E.USD A/ IE00BYZK4552 /
| NAV2024-07-25 | Chg.-0.0934 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 12.8742USD | -0.72% | reinvestment | Equity Worldwide | BlackRock AM (IE) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2016 | - | - | - | - | - | - | - | - | - | -1.86 | 1.14 | 2.39 | - |
| 2017 | 6.87 | 1.67 | 3.20 | 1.77 | 5.43 | -1.42 | 5.15 | 3.61 | 3.52 | 7.02 | 3.02 | -0.46 | +46.78% |
| 2018 | 9.89 | -3.93 | -1.25 | -3.08 | 2.14 | -4.19 | 1.85 | 2.59 | -3.73 | -13.59 | 3.90 | -9.02 | -18.78% |
| 2019 | 12.44 | 5.50 | 1.82 | 6.84 | -12.27 | 8.97 | 0.29 | -4.50 | 3.94 | 4.67 | 3.11 | 4.28 | +38.23% |
| 2020 | -1.72 | -8.24 | -14.52 | 16.24 | 8.95 | 4.16 | 5.34 | 5.86 | -0.81 | 1.06 | 15.57 | 5.94 | +39.17% |
| 2021 | 1.27 | 1.31 | -0.92 | 2.96 | 0.26 | 4.62 | 2.13 | 3.15 | -4.32 | 5.54 | 1.09 | 2.68 | +21.22% |
| 2022 | -14.08 | -3.60 | -0.13 | -12.51 | -0.92 | -11.80 | 11.82 | -5.97 | -11.69 | 6.46 | 9.06 | -3.63 | -34.29% |
| 2023 | 12.16 | 0.47 | 4.61 | -4.38 | 6.75 | 4.95 | 1.36 | -4.26 | -5.06 | -6.55 | 16.38 | 9.45 | +38.49% |
| 2024 | -0.83 | 5.11 | 0.62 | -8.28 | 2.36 | 2.38 | -2.33 | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 15.06% | 14.70% | 15.36% | 21.21% | 21.91% |
| Sharpe ratio | -0.43 | -0.54 | 0.19 | -0.20 | 0.32 |
| Best month | +9.45% | +5.11% | +16.38% | +16.38% | +16.38% |
| Worst month | -8.28% | -8.28% | -8.28% | -14.08% | -14.52% |
| Maximum loss | -11.28% | -11.28% | -15.78% | -44.59% | -44.59% |
| Outperformance | +5.78% | - | +14.71% | +12.32% | +18.33% |
All quotes in USD
Share classes
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| iShares Automation&Robotics U.E.... | paying dividend | 8.6361 | +6.69% | -1.78% | |
| iShares Automation&Robotics U.E.... | reinvestment | 12.8742 | +6.65% | -1.79% |
Performance
| YTD | -1.55% | ||
|---|---|---|---|
| 6 Months | -2.15% | ||
| 1 Year | +6.65% | ||
| 3 Years | -1.79% | ||
| 5 Years | +65.95% | ||
| 10 Years | - | ||
| Since start | +157.48% | ||
| Year | |||
| 2023 | +38.49% | ||
| 2022 | -34.29% | ||
| 2021 | +21.22% | ||
| 2020 | +39.17% | ||
| 2019 | +38.23% | ||
| 2018 | -18.78% | ||
| 2017 | +46.78% | ||
