iShares Edge MSCI USA Q.Fa.U.E.USD A/ IE00BD1F4L37 /
| NAV10/05/2024 | Chg.+0.0460 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 13.4747USD | +0.34% | reinvestment | Equity ETF Stocks | BlackRock AM (IE) ▶ |
Performance mensuelle
| janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2016 | - | - | - | - | - | - | - | - | - | - | 2.82 | 1.96 | - |
| 2017 | 1.35 | 4.55 | 0.00 | 0.54 | 1.44 | 0.53 | 0.89 | 0.53 | 2.62 | 2.89 | 3.64 | 1.12 | +21.92% |
| 2018 | 4.57 | -2.87 | -1.40 | -1.42 | 2.72 | 0.00 | 3.73 | 3.60 | 1.01 | -7.45 | 0.93 | -8.74 | -6.15% |
| 2019 | 8.40 | 4.19 | 2.53 | 3.77 | -6.57 | 7.04 | 1.40 | -1.79 | 1.69 | 2.21 | 4.44 | 2.89 | +33.64% |
| 2020 | -0.69 | -8.41 | -11.45 | 12.32 | 5.51 | 0.22 | 4.80 | 7.59 | -3.75 | -2.79 | 11.41 | 3.69 | +16.58% |
| 2021 | -2.85 | 3.26 | 4.76 | 4.85 | 1.04 | 3.30 | 3.37 | 2.81 | -6.40 | 7.63 | -0.66 | 3.49 | +26.58% |
| 2022 | -6.89 | -4.19 | 3.73 | -8.06 | -0.22 | -9.06 | 9.12 | -5.05 | -9.83 | 8.22 | 7.78 | -5.61 | -20.59% |
| 2023 | 7.00 | -2.71 | 4.78 | 1.66 | 0.63 | 6.48 | 3.72 | -0.44 | -5.10 | -1.42 | 8.51 | 4.76 | +30.47% |
| 2024 | 2.23 | 6.49 | 2.64 | -4.44 | 3.80 | - | - | - | - | - | - | - | - |
Valeurs calculées
| CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
|---|---|---|---|---|---|
| Volatilité | 12.45% | 11.69% | 12.11% | 18.09% | 21.39% |
| Ratio de Sharpe | 2.41 | 3.23 | 2.33 | 0.31 | 0.48 |
| Le meilleur mois | +6.49% | +8.51% | +8.51% | +9.12% | +12.32% |
| Le plus défavorable mois | -4.44% | -4.44% | -5.10% | -9.83% | -11.45% |
| Perte maximale | -6.56% | -6.56% | -8.49% | -28.36% | -33.92% |
| Surperformance | +2.79% | - | -1.11% | +10.29% | +9.97% |
Toutes les cotations dans USD
Tranches
| Nom | Type de rendement | Prix de rachat | 1 An | 3 Ans | |
|---|---|---|---|---|---|
| iShares Edge MSCI USA Q.Fa.U.E.U... | reinvestment | 13.4747 | +32.03% | +31.12% | |
| iShares Edge MSCI USA Q.Fa.U.E.U... | paying dividend | 1,957.5374 | +32.02% | +31.16% |
Performance
| CAD | +10.84% | ||
|---|---|---|---|
| 6 Mois | +18.82% | ||
| 1 An | +32.03% | ||
| 3 Ans | +31.12% | ||
| 5 Ans | +92.77% | ||
| 10 ans | - | ||
| Depuis le début | +170.03% | ||
| Année | |||
| 2023 | +30.47% | ||
| 2022 | -20.59% | ||
| 2021 | +26.58% | ||
| 2020 | +16.58% | ||
| 2019 | +33.64% | ||
| 2018 | -6.15% | ||
| 2017 | +21.92% | ||
