iShares Edge MSCI W.M.V.U.E.EUR A H/ IE00BYXPXL17 /
| NAV21/05/2024 | Chg.-0.0071 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 7.4235EUR | -0.10% | reinvestment | Equity Worldwide | BlackRock AM (IE) ▶ |
Performance mensuelle
| janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2017 | - | - | - | - | 2.30 | -0.87 | 1.19 | 0.67 | 0.33 | 1.91 | 2.15 | -0.13 | - |
| 2018 | 1.73 | -4.05 | -0.31 | 0.71 | 0.07 | 0.91 | 3.08 | 1.20 | 1.39 | -4.44 | 2.72 | -6.21 | -3.66% |
| 2019 | 4.58 | 3.28 | 2.03 | 1.06 | -1.47 | 3.74 | 0.81 | 1.45 | 1.16 | 0.28 | 0.86 | 0.66 | +19.91% |
| 2020 | 2.06 | -7.98 | -9.57 | 6.75 | 2.57 | -0.63 | 2.60 | 2.14 | -1.41 | -3.40 | 6.22 | 1.30 | -0.77% |
| 2021 | -1.70 | -1.37 | 5.94 | 2.17 | 1.62 | 1.53 | 2.39 | 1.93 | -4.11 | 2.96 | -1.57 | 5.50 | +15.85% |
| 2022 | -5.25 | -1.98 | 5.10 | -3.51 | -1.18 | -3.72 | 3.40 | -2.43 | -6.17 | 5.75 | 4.24 | -3.27 | -9.56% |
| 2023 | 1.27 | -2.64 | 3.05 | 2.49 | -3.24 | 2.83 | 0.65 | -0.84 | -2.11 | -1.12 | 4.49 | 1.57 | +6.22% |
| 2024 | 2.95 | 1.42 | 2.67 | -2.90 | 2.89 | - | - | - | - | - | - | - | - |
Valeurs calculées
| CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
|---|---|---|---|---|---|
| Volatilité | 5.54% | 5.94% | 6.55% | 9.41% | 12.94% |
| Ratio de Sharpe | 2.85 | 2.94 | 0.93 | 0.00 | 0.09 |
| Le meilleur mois | +2.95% | +4.49% | +4.49% | +5.75% | +6.75% |
| Le plus défavorable mois | -2.90% | -2.90% | -3.24% | -6.17% | -9.57% |
| Perte maximale | -4.02% | -4.02% | -5.60% | -15.81% | -28.51% |
| Surperformance | -4.38% | - | -10.71% | -9.90% | - |
Toutes les cotations dans EUR
Tranches
| Nom | Type de rendement | Prix de rachat | 1 An | 3 Ans | |
|---|---|---|---|---|---|
| iShares Edge MSCI W.M.V.U.E.GBP ... | reinvestment | 6.8492 | +11.28% | +15.67% | |
| iShares Edge MSCI W.M.V.U.E.CHF ... | reinvestment | 6.6666 | +7.43% | +8.09% | |
| iShares Edge MSCI World Minimum ... | reinvestment | 62.9060 | +9.28% | +10.01% | |
| iShares Edge MSCI W.M.V.U.E.EUR ... | reinvestment | 7.4235 | +9.89% | +12.02% | |
| iShares Edge MSCI W.M.V.U.E.USD ... | paying dividend | 5.7145 | +9.29% | +9.99% |
Performance
| CAD | +7.10% | ||
|---|---|---|---|
| 6 Mois | +10.03% | ||
| 1 An | +9.89% | ||
| 3 Ans | +12.02% | ||
| 5 Ans | +27.29% | ||
| 10 ans | - | ||
| Depuis le début | +48.46% | ||
| Année | |||
| 2023 | +6.22% | ||
| 2022 | -9.56% | ||
| 2021 | +15.85% | ||
| 2020 | -0.77% | ||
| 2019 | +19.91% | ||
| 2018 | -3.66% | ||
