iShares Edge MSCI Europe Minimum Volatility UCITS ETF EUR (Acc)/ IE00B86MWN23 /
NAV06/06/2024 | Chg.+0.3517 | Type de rendement | Focus sur l'investissement | Société de fonds |
---|---|---|---|---|
59.6936EUR | +0.59% | reinvestment | Equity Europe | BlackRock AM (IE) ▶ |
Performance mensuelle
janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2012 | - | - | - | - | - | - | - | - | - | - | - | 0.35 | - |
2013 | 1.62 | 2.04 | 4.02 | 1.48 | -0.52 | -3.22 | 3.35 | -1.10 | 2.44 | 3.28 | 0.46 | 1.70 | +16.42% |
2014 | -1.13 | 4.99 | 0.01 | 2.35 | 3.09 | 0.78 | -0.50 | 1.86 | 0.37 | -0.24 | 3.26 | -0.51 | +15.08% |
2015 | 9.31 | 4.30 | 1.47 | 0.15 | 1.63 | -4.60 | 5.02 | -6.92 | -1.71 | 7.97 | 2.61 | -3.53 | +15.34% |
2016 | -3.22 | -1.76 | 0.59 | 0.91 | 2.84 | -2.13 | 1.81 | -0.77 | -0.09 | -3.17 | -1.59 | 4.41 | -2.47% |
2017 | -1.03 | 3.93 | 2.89 | 1.51 | 3.65 | -2.93 | -1.01 | -0.13 | 1.52 | 1.94 | -2.04 | 0.58 | +8.97% |
2018 | 0.21 | -3.20 | -0.25 | 3.79 | 0.97 | 0.24 | 2.49 | -0.79 | 0.27 | -3.76 | 0.39 | -4.25 | -4.12% |
2019 | 4.67 | 3.05 | 3.33 | 1.71 | -1.82 | 2.94 | -0.05 | 1.33 | 2.75 | 0.13 | 1.81 | 1.26 | +23.06% |
2020 | 1.69 | -7.79 | -10.60 | 4.82 | 2.08 | 1.36 | 0.14 | 1.60 | -0.56 | -4.50 | 8.17 | 1.10 | -3.95% |
2021 | -0.89 | -1.74 | 6.17 | 1.58 | 3.04 | 2.81 | 3.41 | 1.94 | -4.71 | 3.74 | 0.16 | 4.90 | +21.82% |
2022 | -5.50 | -2.15 | 1.73 | 0.64 | -3.36 | -4.84 | 5.91 | -5.13 | -6.81 | 4.43 | 4.79 | -2.92 | -13.40% |
2023 | 3.81 | 1.50 | 2.08 | 3.57 | -3.03 | 1.01 | 1.02 | -1.67 | -1.49 | -1.55 | 4.20 | 1.80 | +11.50% |
2024 | 1.70 | 0.23 | 3.12 | -0.50 | 2.70 | 1.49 | - | - | - | - | - | - | - |
Valeurs calculées
CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
---|---|---|---|---|---|
Volatilité | 6.64% | 6.29% | 7.59% | 11.02% | 13.95% |
Ratio de Sharpe | 2.80 | 2.67 | 0.93 | 0.17 | 0.17 |
Le meilleur mois | +3.12% | +3.12% | +4.20% | +5.91% | +8.17% |
Le plus défavorable mois | -0.50% | -0.50% | -1.67% | -6.81% | -10.60% |
Perte maximale | -2.82% | -2.82% | -5.89% | -19.51% | -30.66% |
Surperformance | +0.10% | - | -8.25% | -4.17% | -17.53% |
Toutes les cotations dans EUR
Tranches
Nom | Type de rendement | Prix de rachat | 1 An | 3 Ans | |
---|---|---|---|---|---|
iShares Edge MSCI Europe Minimum... | reinvestment | 59.6936 | +10.84% | +17.75% | |
iShares Edge MSCI Eur.M.V.U.E.EU... | paying dividend | 6.3274 | +10.83% | +17.81% |
Performance
CAD | +9.01% | ||
---|---|---|---|
6 Mois | +9.75% | ||
1 An | +10.84% | ||
3 Ans | +17.75% | ||
5 Ans | +34.16% | ||
10 ans | +86.12% | ||
Depuis le début | +139.54% | ||
Année | |||
2023 | +11.50% | ||
2022 | -13.40% | ||
2021 | +21.82% | ||
2020 | -3.95% | ||
2019 | +23.06% | ||
2018 | -4.12% | ||
2017 | +8.97% | ||
2016 | -2.47% | ||
2015 | +15.34% |