iShares MSCI Eur.Financ.Sect.UE EUR/ IE00BMW42306 /
| NAV10/8/2024 | Chg.-0.0549 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 9.4553EUR | -0.58% | reinvestment | Equity Europe | BlackRock AM (IE) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2020 | - | - | - | - | - | - | - | - | - | - | - | 1.43 | - |
| 2021 | -2.93 | 11.07 | 5.78 | 1.51 | 4.25 | -2.92 | 0.81 | 2.62 | 0.27 | 6.54 | -5.59 | 5.67 | +29.17% |
| 2022 | 3.73 | -8.07 | 1.73 | -2.93 | 2.30 | -8.42 | 3.66 | -2.04 | -5.37 | 7.04 | 8.70 | -1.35 | -2.70% |
| 2023 | 10.55 | 3.86 | -8.75 | 3.79 | -1.89 | 4.04 | 4.23 | -2.86 | 1.18 | -4.51 | 8.08 | 3.96 | +22.01% |
| 2024 | 1.05 | 2.20 | 7.55 | -0.78 | 6.11 | -2.82 | 3.70 | 1.34 | 1.69 | -1.10 | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 13.51% | 15.06% | 12.84% | 18.53% | -% |
| Sharpe ratio | 1.76 | 0.88 | 2.14 | 0.56 | - |
| Best month | +7.55% | +6.11% | +8.08% | +10.55% | - |
| Worst month | -2.82% | -2.82% | -4.51% | -8.75% | - |
| Maximum loss | -8.73% | -8.73% | -8.73% | -22.93% | - |
| Outperformance | - | - | - | - | - |
All quotes in EUR
Performance
| YTD | +20.11% | ||
|---|---|---|---|
| 6 Months | +7.99% | ||
| 1 Year | +30.70% | ||
| 3 Years | +47.06% | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +87.06% | ||
| Year | |||
| 2023 | +22.01% | ||
| 2022 | -2.70% | ||
| 2021 | +29.17% | ||
