iShares Edge MSCI World Quality Factor UCITS ETF USD (Acc)/ IE00BP3QZ601 /
| NAV30.05.2024 | Diff.-0,1701 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 65,7983USD | -0,26% | thesaurierend | Aktien weltweit | BlackRock AM (IE) ▶ |
Monatliche Performance
| Jän | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2014 | - | - | - | - | - | - | - | - | - | - | 1,24 | -1,49 | - |
| 2015 | -0,74 | 5,13 | -1,60 | 2,27 | 0,52 | -2,32 | 2,30 | -6,56 | -2,21 | 8,43 | -0,26 | -1,72 | +2,45% |
| 2016 | -4,97 | 0,08 | 6,59 | 0,45 | 0,75 | -0,48 | 3,24 | -0,40 | 0,22 | -2,96 | 1,30 | 1,58 | +5,05% |
| 2017 | 1,48 | 3,63 | 1,34 | 1,66 | 2,67 | -0,32 | 1,53 | 0,32 | 2,18 | 2,29 | 2,91 | 1,34 | +23,09% |
| 2018 | 4,08 | -3,50 | -1,17 | 0,65 | 1,65 | -0,66 | 3,38 | 1,60 | 0,44 | -7,01 | 0,53 | -6,85 | -7,31% |
| 2019 | 7,35 | 4,49 | 2,09 | 3,18 | -5,79 | 6,72 | 0,45 | -2,18 | 1,82 | 2,83 | 3,30 | 3,38 | +30,51% |
| 2020 | -0,45 | -8,40 | -11,13 | 10,20 | 4,70 | 1,42 | 4,05 | 7,31 | -3,37 | -3,13 | 11,76 | 3,76 | +14,91% |
| 2021 | -2,09 | 2,37 | 4,03 | 5,03 | 1,90 | 1,99 | 3,03 | 2,46 | -6,09 | 7,22 | -1,79 | 3,68 | +23,20% |
| 2022 | -6,84 | -3,12 | 3,23 | -7,81 | -0,93 | -8,55 | 7,81 | -4,86 | -9,14 | 6,83 | 8,47 | -3,85 | -19,20% |
| 2023 | 6,06 | -2,55 | 3,93 | 1,97 | -0,74 | 5,86 | 3,29 | -1,29 | -4,77 | -1,55 | 8,89 | 4,93 | +25,72% |
| 2024 | 1,61 | 5,40 | 2,90 | -3,87 | 4,81 | - | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 10,58% | 10,06% | 10,75% | 15,31% | 17,90% |
| Sharpe Ratio | 2,41 | 3,21 | 2,15 | 0,25 | 0,52 |
| Bester Monat | +5,40% | +8,89% | +8,89% | +8,89% | +11,76% |
| Schlechtester Monat | -3,87% | -3,87% | -4,77% | -9,14% | -11,13% |
| Maximaler Verlust | -6,00% | -6,00% | -8,78% | -27,79% | -32,70% |
| Outperformance | +7,04% | - | +7,09% | +19,35% | +19,08% |
Alle Kurse in USD
Performance
| lfd. Jahr | +11,05% | ||
|---|---|---|---|
| 6 Monate | +16,53% | ||
| 1 Jahr | +26,88% | ||
| 3 Jahre | +24,56% | ||
| 5 Jahre | +85,35% | ||
| 10 Jahre | - | ||
| seit Beginn | +163,09% | ||
| Jahr | |||
| 2023 | +25,72% | ||
| 2022 | -19,20% | ||
| 2021 | +23,20% | ||
| 2020 | +14,91% | ||
| 2019 | +30,51% | ||
| 2018 | -7,31% | ||
| 2017 | +23,09% | ||
| 2016 | +5,05% | ||
| 2015 | +2,45% | ||
