iShares Core MSCI World UCITS ETF USD (Acc)/ IE00B4L5Y983 /
NAV05/06/2024 | Diferencia+0.8556 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
---|---|---|---|---|
100.4517USD | +0.86% | reinvestment | Equity Worldwide | BlackRock AM (IE) ▶ |
Rendimiento mensual
ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2009 | - | - | - | - | - | - | - | - | - | -1.91 | 4.16 | 1.58 | - |
2010 | -4.22 | 1.31 | 6.11 | -0.11 | -9.57 | -3.38 | 10.78 | -3.42 | 6.61 | 3.33 | -0.41 | 5.22 | +10.99% |
2011 | 4.02 | 0.92 | 0.11 | 3.60 | -3.30 | 0.78 | -3.46 | -7.07 | -10.46 | 9.43 | 1.12 | -0.18 | -5.88% |
2012 | 6.45 | 3.97 | 1.78 | -1.83 | -10.83 | 7.72 | 0.64 | 2.84 | 3.17 | -0.46 | 0.33 | 1.99 | +15.53% |
2013 | 5.99 | -0.91 | 2.57 | 2.43 | 0.84 | -1.81 | 5.67 | -2.70 | 5.07 | 2.94 | 1.68 | 1.56 | +25.46% |
2014 | -2.82 | 5.00 | 0.14 | 1.08 | 1.96 | 1.77 | -1.59 | 2.19 | -2.64 | 0.66 | 2.06 | -1.61 | +6.06% |
2015 | -1.83 | 5.87 | -1.55 | 2.33 | 0.38 | -2.30 | 1.79 | -5.91 | -4.38 | 7.95 | -0.46 | -1.79 | -0.76% |
2016 | -5.93 | -0.72 | 6.79 | 1.62 | 0.58 | -1.13 | 4.22 | 0.11 | 0.53 | -1.96 | 1.52 | 2.39 | +7.73% |
2017 | 2.38 | 2.76 | 1.08 | 1.49 | 2.15 | 0.39 | 2.39 | 0.13 | 2.27 | 1.87 | 2.18 | 1.37 | +22.45% |
2018 | 5.29 | -4.13 | -2.24 | 1.23 | 0.64 | -0.07 | 3.14 | 1.25 | 0.56 | -7.34 | 1.14 | -7.60 | -8.65% |
2019 | 7.78 | 3.02 | 1.32 | 3.56 | -5.74 | 6.60 | 0.49 | -2.04 | 2.14 | 2.54 | 2.79 | 2.99 | +27.76% |
2020 | -0.61 | -8.44 | -13.28 | 10.96 | 4.86 | 2.65 | 4.79 | 6.73 | -3.51 | -3.07 | 12.80 | 4.25 | +15.95% |
2021 | -0.99 | 2.57 | 3.35 | 4.66 | 1.60 | 1.35 | 1.79 | 2.49 | -4.15 | 5.66 | -2.20 | 4.29 | +21.90% |
2022 | -5.27 | -2.52 | 2.75 | -8.27 | 0.12 | -8.67 | 7.93 | -4.18 | -9.30 | 7.19 | 6.96 | -4.24 | -18.03% |
2023 | 7.06 | -2.39 | 3.09 | 1.78 | -0.98 | 6.06 | 3.35 | -2.37 | -4.31 | -2.90 | 9.38 | 4.91 | +23.86% |
2024 | 1.20 | 4.24 | 3.20 | -3.68 | 4.49 | 1.12 | - | - | - | - | - | - | - |
Valores estimados
Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
---|---|---|---|---|---|
Volatilidad | 9.44% | 9.22% | 10.09% | 14.82% | 17.81% |
Índice de Sharpe | 2.49 | 3.41 | 1.94 | 0.21 | 0.49 |
El mes mejor | +4.91% | +4.91% | +9.38% | +9.38% | +12.80% |
El mes peor | -3.68% | -3.68% | -4.31% | -9.30% | -13.28% |
Pérdida máxima | -5.20% | -5.20% | -10.50% | -26.04% | -34.07% |
Rendimiento superior | +5.05% | - | +2.24% | +8.72% | +13.18% |
Todas las cotizaciones en USD
Tramos
Nombre | Tipo de beneficio | Prec. de rescate | Promedio móvil | 3 Años | |
---|---|---|---|---|---|
iShares Core MSCI World UCITS ET... | paying dividend | 8.9444 | +23.56% | +25.23% | |
iShares Core MSCI World UCITS ET... | paying dividend | 8.0031 | +22.05% | +21.31% | |
iShares Core MSCI World UCITS ET... | reinvestment | 100.4517 | +23.31% | +21.96% |
Performance
Año hasta la fecha | +10.80% | ||
---|---|---|---|
6 Meses | +16.24% | ||
Promedio móvil | +23.31% | ||
3 Años | +21.96% | ||
5 Años | +80.59% | ||
10 Años | +143.10% | ||
Desde el principio | +309.17% | ||
Año | |||
2023 | +23.86% | ||
2022 | -18.03% | ||
2021 | +21.90% | ||
2020 | +15.95% | ||
2019 | +27.76% | ||
2018 | -8.65% | ||
2017 | +22.45% | ||
2016 | +7.73% | ||
2015 | -0.76% |