iShares Evolved U.S. Technology ETF/ US46431W6488 /
| NAV9/22/2023 | Chg.+0.1282 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 53.6182USD | +0.24% | paying dividend | Special Type | BlackRock ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018 | - | - | -4.43 | 1.02 | 6.46 | 0.05 | 2.43 | 7.71 | -0.54 | -9.67 | -0.39 | -8.96 | - |
| 2019 | 9.45 | 4.65 | 4.10 | 6.48 | -7.58 | 6.92 | 3.30 | -2.26 | -0.02 | 3.10 | 5.01 | 2.97 | +41.17% |
| 2020 | 4.51 | -6.47 | -8.88 | 15.46 | 7.16 | 6.16 | 6.62 | 10.46 | -5.67 | -2.88 | 10.48 | 4.39 | +45.60% |
| 2021 | -0.53 | 1.79 | 0.84 | 7.26 | -1.24 | 6.96 | 3.41 | 4.41 | -6.12 | 5.95 | 2.48 | 1.15 | +28.79% |
| 2022 | -10.81 | -1.89 | 3.00 | -13.50 | -2.51 | -8.84 | 11.69 | -5.34 | -11.77 | 4.07 | 5.84 | -6.29 | -33.27% |
| 2023 | 8.18 | -1.19 | 8.05 | -0.13 | 10.45 | 5.97 | 3.23 | 0.23 | -5.97 | - | - | - | - |
Single months: Dividends not considered
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 18.70% | 17.36% | 23.54% | 24.85% | 26.34% |
| Sharpe ratio | 2.26 | 2.20 | 1.08 | 0.19 | 0.38 |
| Best month | +10.45% | +10.45% | +10.45% | +11.69% | +15.46% |
| Worst month | -6.29% | -5.97% | -11.77% | -13.50% | -13.50% |
| Maximum loss | -7.18% | -6.98% | -10.29% | -38.76% | -38.76% |
| Outperformance | - | - | - | - | - |
All quotes in USD
Performance
| YTD | +31.36% | ||
|---|---|---|---|
| 6 Months | +19.44% | ||
| 1 Year | +29.39% | ||
| 3 Years | +28.58% | ||
| 5 Years | +91.34% | ||
| Since start | +114.47% | ||
| Year | |||
| 2022 | -33.27% | ||
| 2021 | +28.79% | ||
| 2020 | +45.60% | ||
| 2019 | +41.17% | ||