iShares MSCI EMU USD H.U.E.A/ IE00BWZN1T31 /
| NAV2024-05-17 | Chg.-0.0135 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 10.5656USD | -0.13% | reinvestment | Equity Euroland | BlackRock AM (IE) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2015 | - | - | - | - | - | - | 4.87 | -8.70 | -4.66 | 9.78 | 2.83 | -5.91 | - |
| 2016 | -6.28 | -3.13 | 3.00 | 1.34 | 2.43 | -5.82 | 5.26 | 1.52 | 0.21 | 1.28 | -0.21 | 7.19 | +6.07% |
| 2017 | -0.99 | 2.79 | 5.62 | 2.57 | 1.97 | -2.46 | 0.54 | -0.36 | 4.67 | 2.40 | -1.84 | -0.68 | +14.79% |
| 2018 | 3.44 | -3.49 | -1.89 | 5.09 | -1.00 | -0.67 | 3.57 | -2.30 | -0.17 | -6.05 | -0.72 | -5.59 | -9.97% |
| 2019 | 6.49 | 4.12 | 1.55 | 5.42 | -5.31 | 5.60 | 0.32 | -1.12 | 3.89 | 1.56 | 2.78 | 1.39 | +29.46% |
| 2020 | -1.52 | -7.68 | -16.98 | 6.58 | 4.92 | 5.04 | -1.37 | 4.67 | -2.73 | -5.51 | 17.62 | 2.63 | +1.53% |
| 2021 | -1.79 | 3.65 | 6.50 | 2.28 | 3.36 | 0.48 | 1.36 | 2.47 | -3.16 | 4.18 | -3.20 | 5.25 | +22.94% |
| 2022 | -3.51 | -5.20 | -0.56 | -1.68 | 0.95 | -8.79 | 7.32 | -4.80 | -5.91 | 8.18 | 8.96 | -3.37 | -9.83% |
| 2023 | 9.96 | 1.76 | 0.93 | 1.75 | -2.03 | 4.10 | 2.08 | -2.91 | -3.03 | -3.15 | 8.35 | 3.39 | +22.23% |
| 2024 | 2.23 | 3.42 | 4.56 | -1.73 | 4.21 | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 9.51% | 8.82% | 11.08% | 16.19% | 19.18% |
| Sharpe ratio | 3.75 | 4.22 | 1.50 | 0.44 | 0.41 |
| Best month | +4.56% | +8.35% | +8.35% | +9.96% | +17.62% |
| Worst month | -1.73% | -1.73% | -3.15% | -8.79% | -16.98% |
| Maximum loss | -2.96% | -2.96% | -10.03% | -23.18% | -37.43% |
| Outperformance | +5.76% | - | +5.06% | +18.41% | +31.53% |
All quotes in USD
Performance
| YTD | +13.21% | ||
|---|---|---|---|
| 6 Months | +18.61% | ||
| 1 Year | +20.48% | ||
| 3 Years | +36.37% | ||
| 5 Years | +73.49% | ||
| 10 Years | - | ||
| Since start | +114.31% | ||
| Year | |||
| 2023 | +22.23% | ||
| 2022 | -9.83% | ||
| 2021 | +22.94% | ||
| 2020 | +1.53% | ||
| 2019 | +29.46% | ||
| 2018 | -9.97% | ||
| 2017 | +14.79% | ||
| 2016 | +6.07% | ||
