iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc)/  IE00B8FHGS14  /

Fonds
NAV5/21/2024 Chg.-0.0643 Type of yield Investment Focus Investment company
62.9060USD -0.10% reinvestment Equity Worldwide BlackRock AM (IE) 
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
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 - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 6.09% 6.17% 7.03% 9.97% 13.35%
Sharpe ratio 1.71 2.62 0.78 -0.06 0.14
Best month +3.32% +5.74% +5.74% +6.09% +7.24%
Worst month -3.53% -3.53% -3.95% -6.89% -9.96%
Maximum loss -4.52% -4.52% -6.98% -18.82% -29.30%
Outperformance -0.57% - -10.90% -2.56% -11.65%
 
All quotes in USD

Tranches

Name   Type of yield Repurchase p. 1 Year 3 Years
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

YTD  
+5.24%
6 Months  
+9.47%
1 Year  
+9.28%
3 Years  
+10.01%
5 Years  
+31.76%
10 Years  
+104.23%
Since start  
+150.12%
Year
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%