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iShares Edge MSCI USA Size Fa.U.E.USD A/  IE00BD1F4K20  /

Fonds
NAV5/30/2024 Chg.+0.0359 Type of yield Investment Focus Investment company
10.3414USD +0.35% reinvestment Equity ETF Stocks BlackRock AM (IE) ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2016 - - - - - - - - - - 5.65 0.19 -
2017 2.67 2.97 -0.36 0.72 0.00 1.62 1.24 -1.05 2.65 1.20 4.07 1.14 +18.10%
2018 4.19 -4.18 0.16 -0.16 2.10 1.11 2.50 2.44 -0.60 -8.70 2.13 -10.45 -10.16%
2019 11.13 4.36 0.31 3.70 -7.14 7.53 0.89 -4.28 3.09 1.35 3.68 2.07 +28.63%
2020 -1.00 -9.29 -20.40 14.79 7.28 1.98 5.59 4.57 -2.88 0.88 15.03 5.28 +17.62%
2021 -0.50 6.04 3.00 5.38 1.25 1.47 0.81 2.74 -4.41 6.38 -2.79 4.30 +25.64%
2022 -6.64 -0.53 1.81 -7.61 0.14 -9.95 9.48 -3.12 -10.16 8.04 6.32 -5.15 -18.22%
2023 9.62 -3.67 -2.49 -1.52 -2.23 8.26 4.62 -3.78 -5.29 -5.66 10.32 8.90 +15.98%
2024 -1.98 4.97 4.68 -5.83 1.52 - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 12.99% 13.80% 14.37% 19.15% 23.09%
Sharpe ratio 0.28 1.61 1.08 -0.10 0.29
Best month +8.90% +10.32% +10.32% +10.32% +15.03%
Worst month -5.83% -5.83% -5.83% -10.16% -20.40%
Maximum loss -7.28% -7.28% -15.40% -26.63% -40.89%
Outperformance +3.25% - +11.35% +0.81% -
 
All quotes in USD

Performance

YTD  
+2.97%
6 Months  
+12.13%
1 Year  
+19.30%
3 Years  
+5.58%
5 Years  
+64.15%
10 Years     -
Since start  
+107.66%
Year
2023  
+15.98%
2022
  -18.22%
2021  
+25.64%
2020  
+17.62%
2019  
+28.63%
2018
  -10.16%
2017  
+18.10%