iShares Edge MSCI EM Minimum Volatility UCITS ETF USD (Acc)/  IE00B8KGV557  /

Fonds
NAV7/12/2024 Chg.+0.1046 Type of yield Investment Focus Investment company
33.9845USD +0.31% reinvestment Equity Emerging Markets BlackRock AM (IE) 
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2012 - - - - - - - - - - - 3.48 -
2013 1.62 0.77 -0.49 2.59 -2.85 -3.43 -0.28 -3.41 5.81 3.66 -2.59 -1.41 -0.50%
2014 -5.81 2.86 2.94 1.55 2.46 2.03 1.26 2.20 -4.45 1.16 -1.29 -3.20 +1.18%
2015 0.94 1.65 0.63 5.74 -3.98 -2.35 -4.43 -8.26 -2.46 5.74 -4.97 -0.66 -12.61%
2016 -4.46 0.17 9.83 0.22 -2.91 3.74 2.73 1.53 0.30 -1.22 -4.68 -0.96 +3.52%
2017 2.61 2.89 2.68 1.53 2.01 0.86 3.35 1.54 -0.31 2.04 0.16 4.49 +26.51%
2018 5.93 -3.76 -0.32 -0.03 -1.64 -3.54 2.53 -0.71 0.08 -6.97 3.74 -1.45 -6.58%
2019 5.99 0.29 0.15 1.32 -4.73 4.00 -0.58 -2.75 0.38 2.39 -2.17 4.28 +8.33%
2020 -4.05 -5.61 -11.67 8.16 0.41 3.46 5.18 3.00 -2.86 0.23 7.44 5.48 +7.44%
2021 0.75 1.04 0.86 1.07 1.63 0.18 -3.99 3.92 -1.85 0.53 -2.21 2.74 +4.50%
2022 -1.58 -0.07 -0.30 -3.42 -1.72 -5.55 1.02 -0.83 -7.60 -1.65 8.75 -1.31 -14.09%
2023 3.20 -3.02 2.85 1.98 -1.61 1.26 3.26 -3.97 -1.95 -3.04 5.62 3.89 +8.19%
2024 -2.26 4.19 -0.16 -0.47 -0.37 3.48 2.32 - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 7.78% 7.88% 8.12% 10.15% 12.00%
Sharpe ratio 1.23 1.65 0.75 -0.36 -0.10
Best month +4.19% +4.19% +5.62% +8.75% +8.75%
Worst month -2.26% -2.26% -3.97% -7.60% -11.67%
Maximum loss -3.78% -3.78% -9.89% -21.88% -28.66%
Outperformance -5.99% - -10.87% -14.83% -33.04%
 
All quotes in USD

Performance

YTD  
+6.75%
6 Months  
+7.99%
1 Year  
+9.75%
3 Years  
+0.18%
5 Years  
+13.26%
10 Years  
+21.60%
Since start  
+34.42%
Year
2023  
+8.19%
2022
  -14.09%
2021  
+4.50%
2020  
+7.44%
2019  
+8.33%
2018
  -6.58%
2017  
+26.51%
2016  
+3.52%
2015
  -12.61%