iShares Healthcare Innovation U.E.USD A/  IE00BYZK4776  /

Fonds
NAV4/10/2024 Chg.-0.1129 Type of yield Investment Focus Investment company
7.4846USD -1.49% reinvestment Equity Worldwide BlackRock AM (IE) 
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2016 - - - - - - - - - -9.92 0.00 -0.44 -
2017 2.65 5.39 0.41 3.26 2.17 3.86 -0.93 4.13 0.72 3.58 3.63 1.67 +34.96%
2018 13.93 -3.88 1.05 -2.96 2.29 -2.39 1.38 5.88 2.42 -14.19 4.70 -7.74 -2.30%
2019 6.71 3.30 -0.30 -4.12 -4.30 5.99 -0.31 -6.14 -4.36 5.61 7.80 3.52 +12.72%
2020 -2.32 -4.45 -5.45 13.17 10.51 2.96 6.28 1.80 3.18 -0.23 10.59 8.70 +52.12%
2021 2.77 -2.96 -4.36 6.44 -3.01 5.24 -2.56 2.10 -4.98 0.23 -7.04 2.95 -6.04%
2022 -14.75 -0.95 2.21 -11.68 -2.91 -0.28 7.07 -4.88 -6.23 6.17 6.22 -3.92 -23.63%
2023 3.98 -4.76 0.96 1.81 -0.89 0.87 2.64 -4.39 -8.06 -9.08 10.74 10.41 +2.07%
2024 -2.28 3.68 1.98 -3.21 - - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 13.28% 16.29% 14.61% 19.58% 21.52%
Sharpe ratio -0.30 1.16 -0.27 -0.65 -0.06
Best month +10.41% +10.74% +10.74% +10.74% +13.17%
Worst month -3.21% -9.08% -9.08% -14.75% -14.75%
Maximum loss -3.86% -10.03% -21.46% -43.44% -45.90%
Outperformance +21.14% - +24.79% +16.81% -
 
All quotes in USD

Performance

YTD
  0.00%
6 Months  
+10.78%
1 Year  
+0.03%
3 Years
  -24.00%
5 Years  
+13.92%
Since start  
+48.50%
Year
2023  
+2.07%
2022
  -23.63%
2021
  -6.04%
2020  
+52.12%
2019  
+12.72%
2018
  -2.30%
2017  
+34.96%