iShares Edge MSCI EM Minimum Volatility UCITS ETF USD (Acc)/ IE00B8KGV557 /
NAV10/3/2024 | Chg.-0.3635 | Type of yield | Investment Focus | Investment company |
---|---|---|---|---|
36.3797USD | -0.99% | reinvestment | Equity Emerging Markets | BlackRock AM (IE) ▶ |
Monthly performance
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2012 | - | - | - | - | - | - | - | - | - | - | - | 3.48 | - |
2013 | 1.62 | 0.77 | -0.49 | 2.59 | -2.85 | -3.43 | -0.28 | -3.41 | 5.81 | 3.66 | -2.59 | -1.41 | -0.50% |
2014 | -5.81 | 2.86 | 2.94 | 1.55 | 2.46 | 2.03 | 1.26 | 2.20 | -4.45 | 1.16 | -1.29 | -3.20 | +1.18% |
2015 | 0.94 | 1.65 | 0.63 | 5.74 | -3.98 | -2.35 | -4.43 | -8.26 | -2.46 | 5.74 | -4.97 | -0.66 | -12.61% |
2016 | -4.46 | 0.17 | 9.83 | 0.22 | -2.91 | 3.74 | 2.73 | 1.53 | 0.30 | -1.22 | -4.68 | -0.96 | +3.52% |
2017 | 2.61 | 2.89 | 2.68 | 1.53 | 2.01 | 0.86 | 3.35 | 1.54 | -0.31 | 2.04 | 0.16 | 4.49 | +26.51% |
2018 | 5.93 | -3.76 | -0.32 | -0.03 | -1.64 | -3.54 | 2.53 | -0.71 | 0.08 | -6.97 | 3.74 | -1.45 | -6.58% |
2019 | 5.99 | 0.29 | 0.15 | 1.32 | -4.73 | 4.00 | -0.58 | -2.75 | 0.38 | 2.39 | -2.17 | 4.28 | +8.33% |
2020 | -4.05 | -5.61 | -11.67 | 8.16 | 0.41 | 3.46 | 5.18 | 3.00 | -2.86 | 0.23 | 7.44 | 5.48 | +7.44% |
2021 | 0.75 | 1.04 | 0.86 | 1.07 | 1.63 | 0.18 | -3.99 | 3.92 | -1.85 | 0.53 | -2.21 | 2.74 | +4.50% |
2022 | -1.58 | -0.07 | -0.30 | -3.42 | -1.72 | -5.55 | 1.02 | -0.83 | -7.60 | -1.65 | 8.75 | -1.31 | -14.09% |
2023 | 3.20 | -3.02 | 2.85 | 1.98 | -1.61 | 1.26 | 3.26 | -3.97 | -1.95 | -3.04 | 5.62 | 3.89 | +8.19% |
2024 | -2.26 | 4.19 | -0.16 | -0.47 | -0.37 | 3.48 | 2.60 | 3.07 | 4.64 | -1.02 | - | - | - |
Calculated values
YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
---|---|---|---|---|---|
Volatility | 8.42% | 8.73% | 8.58% | 10.15% | 12.05% |
Sharpe ratio | 1.91 | 2.67 | 2.20 | -0.06 | 0.12 |
Best month | +4.64% | +4.64% | +5.62% | +8.75% | +8.75% |
Worst month | -2.26% | -1.02% | -3.04% | -7.60% | -11.67% |
Maximum loss | -3.78% | -3.59% | -4.55% | -21.88% | -28.66% |
Outperformance | -5.99% | - | -10.87% | -14.83% | -33.04% |
All quotes in USD
Performance
YTD | +14.27% | ||
---|---|---|---|
6 Months | +12.52% | ||
1 Year | +22.15% | ||
3 Years | +8.03% | ||
5 Years | +25.43% | ||
10 Years | +34.25% | ||
Since start | +43.90% | ||
Year | |||
2023 | +8.19% | ||
2022 | -14.09% | ||
2021 | +4.50% | ||
2020 | +7.44% | ||
2019 | +8.33% | ||
2018 | -6.58% | ||
2017 | +26.51% | ||
2016 | +3.52% | ||
2015 | -12.61% |