iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc)/ IE00B8FHGS14 /
| NAV21.05.2024 | Diff.-0,0643 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 62,9060USD | -0,10% | thesaurierend | Aktien weltweit | BlackRock AM (IE) ▶ |
Monatliche Performance
| Jan | Feb | Mrz | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2012 | - | - | - | - | - | - | - | - | - | - | - | -0,91 | - |
| 2013 | 4,62 | 2,51 | 5,08 | 2,98 | -4,78 | -0,48 | 3,17 | -2,71 | 3,27 | 3,59 | -0,03 | -0,27 | +17,74% |
| 2014 | -2,01 | 3,95 | 1,05 | 1,49 | 1,47 | 1,66 | -1,13 | 2,97 | -2,35 | 2,99 | 2,04 | -0,39 | +12,14% |
| 2015 | 1,42 | 2,97 | -0,62 | 1,05 | -0,48 | -2,20 | 3,20 | -3,62 | -2,01 | 5,95 | -1,05 | 0,75 | +5,08% |
| 2016 | -1,70 | 2,08 | 5,63 | 1,02 | -0,18 | 4,22 | 1,93 | -2,89 | 0,13 | -3,38 | -1,49 | 2,21 | +7,40% |
| 2017 | 1,82 | 3,30 | 0,38 | 1,04 | 2,93 | -0,60 | 1,91 | 0,84 | 0,19 | 1,41 | 2,81 | 0,16 | +17,36% |
| 2018 | 3,00 | -4,03 | -0,17 | 0,14 | 0,16 | 0,62 | 3,16 | 1,55 | 1,20 | -4,59 | 2,86 | -5,58 | -2,15% |
| 2019 | 5,16 | 3,02 | 2,08 | 0,98 | -0,98 | 4,77 | 0,45 | 1,70 | 1,00 | 0,86 | 0,56 | 1,58 | +23,16% |
| 2020 | 1,93 | -8,05 | -9,96 | 7,24 | 2,75 | -0,26 | 3,88 | 2,56 | -1,75 | -3,22 | 7,00 | 2,07 | +2,62% |
| 2021 | -1,94 | -1,62 | 4,92 | 2,97 | 1,91 | 0,82 | 2,67 | 1,79 | -4,53 | 3,09 | -2,01 | 5,79 | +14,15% |
| 2022 | -5,54 | -1,77 | 4,56 | -4,88 | -0,71 | -4,39 | 3,58 | -2,98 | -6,89 | 5,78 | 6,09 | -2,02 | -9,86% |
| 2023 | 1,87 | -3,56 | 3,95 | 2,66 | -3,95 | 3,07 | 1,31 | -1,51 | -2,73 | -1,42 | 5,74 | 2,67 | +7,79% |
| 2024 | 2,16 | 0,92 | 2,42 | -3,53 | 3,32 | - | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 6,09% | 6,17% | 7,03% | 9,97% | 13,35% |
| Sharpe Ratio | 1,71 | 2,62 | 0,78 | -0,06 | 0,14 |
| Bester Monat | +3,32% | +5,74% | +5,74% | +6,09% | +7,24% |
| Schlechtester Monat | -3,53% | -3,53% | -3,95% | -6,89% | -9,96% |
| Maximaler Verlust | -4,52% | -4,52% | -6,98% | -18,82% | -29,30% |
| Outperformance | -0,57% | - | -10,90% | -2,56% | -11,65% |
Alle Kurse in USD
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| iShares Edge MSCI W.M.V.U.E.GBP ... | thesaurierend | 6,8492 | +11,28% | +15,67% | |
| iShares Edge MSCI W.M.V.U.E.CHF ... | thesaurierend | 6,6666 | +7,43% | +8,09% | |
| iShares Edge MSCI World Minimum ... | thesaurierend | 62,9060 | +9,28% | +10,01% | |
| iShares Edge MSCI W.M.V.U.E.EUR ... | thesaurierend | 7,4235 | +9,89% | +12,02% | |
| iShares Edge MSCI W.M.V.U.E.USD ... | ausschüttend | 5,7145 | +9,29% | +9,99% |
Performance
| lfd. Jahr | +5,24% | ||
|---|---|---|---|
| 6 Monate | +9,47% | ||
| 1 Jahr | +9,28% | ||
| 3 Jahre | +10,01% | ||
| 5 Jahre | +31,76% | ||
| 10 Jahre | +104,23% | ||
| seit Beginn | +150,12% | ||
| Jahr | |||
| 2023 | +7,79% | ||
| 2022 | -9,86% | ||
| 2021 | +14,15% | ||
| 2020 | +2,62% | ||
| 2019 | +23,16% | ||
| 2018 | -2,15% | ||
| 2017 | +17,36% | ||
| 2016 | +7,40% | ||
| 2015 | +5,08% | ||
