iShares Dow Jones Global Sustainability Screened UCITS ETF USD (Acc)/  IE00B57X3V84  /

Fonds
NAV6/12/2024 Chg.+0.6886 Type of yield Investment Focus Investment company
71.2864USD +0.98% reinvestment Equity Worldwide BlackRock AM (IE) 
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2011 - - -0.75 5.46 -2.71 -1.34 -2.79 -7.81 -9.54 10.93 -3.38 -0.71 -
2012 5.84 4.55 0.06 -1.92 -9.92 5.31 1.18 2.38 3.09 0.04 1.12 2.95 +14.57%
2013 5.26 -0.49 1.25 3.46 -0.33 -3.68 5.05 -1.90 5.33 3.73 1.32 0.07 +20.26%
2014 -2.81 5.40 1.13 1.48 1.60 1.63 -1.25 1.55 -3.25 -0.61 1.26 -2.37 +3.48%
2015 -2.50 5.61 -1.92 4.06 -0.78 -2.94 1.00 -6.79 -4.17 7.91 -1.12 -1.72 -4.25%
2016 -6.33 -1.49 7.29 2.66 -0.44 -1.23 4.83 0.19 0.51 -1.53 0.79 2.98 +7.82%
2017 2.09 2.57 1.71 1.61 2.05 0.78 2.49 0.04 2.51 1.98 1.49 1.12 +22.45%
2018 5.86 -4.10 -2.22 1.64 -1.19 -0.67 3.69 0.38 0.60 -7.54 2.03 -6.57 -8.61%
2019 7.05 2.63 0.72 2.98 -5.29 6.69 0.18 -2.07 2.36 2.79 2.54 3.62 +26.28%
2020 -1.04 -7.71 -12.15 9.56 4.41 3.19 3.84 6.55 -3.96 -4.06 12.95 4.09 +13.52%
2021 -0.64 2.48 3.52 4.08 2.42 0.79 0.91 2.55 -4.29 6.22 -2.74 4.51 +21.11%
2022 -4.58 -2.18 2.56 -8.39 0.66 -8.84 5.98 -4.68 -9.51 6.98 9.10 -3.56 -17.18%
2023 6.88 -2.84 4.61 1.85 0.27 4.80 3.78 -2.47 -4.04 -2.49 9.94 4.38 +26.35%
2024 0.86 2.23 3.18 -3.11 2.94 1.99 - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 9.21% 8.98% 10.05% 14.16% 17.02%
Sharpe ratio 1.71 2.40 1.55 0.18 0.47
Best month +4.38% +4.38% +9.94% +9.94% +12.95%
Worst month -3.11% -3.11% -4.04% -9.51% -12.15%
Maximum loss -4.72% -4.72% -9.71% -27.33% -33.53%
Outperformance +6.53% - +0.02% +4.27% +13.69%
 
All quotes in USD

Performance

YTD  
+8.23%
6 Months  
+11.89%
1 Year  
+19.33%
3 Years  
+20.21%
5 Years  
+74.34%
10 Years  
+118.24%
Since start  
+183.38%
Year
2023  
+26.35%
2022
  -17.18%
2021  
+21.11%
2020  
+13.52%
2019  
+26.28%
2018
  -8.61%
2017  
+22.45%
2016  
+7.82%
2015
  -4.25%