iShares MSCI USA Small Cap ESG Enhanced UCITS ETF USD (Acc)/ IE00B3VWM098 /
NAV19/09/2024 | Chg.+10.3301 | Type of yield | Investment Focus | Investment company |
---|---|---|---|---|
532.8980USD | +1.98% | reinvestment | Equity ETF Stocks | BlackRock AM (IE) ▶ |
Monthly performance
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2009 | - | - | - | - | - | - | - | 4.41 | 5.97 | -5.97 | 3.92 | 7.55 | - |
2010 | -3.04 | 4.89 | 7.98 | 5.19 | -7.84 | -7.60 | 7.15 | -6.32 | 11.86 | 3.73 | 3.25 | 8.64 | +28.52% |
2011 | 0.57 | 4.98 | 1.97 | 3.00 | -1.46 | -2.11 | -3.45 | -8.86 | -10.86 | 14.98 | -0.26 | -0.22 | -3.99% |
2012 | 6.92 | 3.74 | 2.20 | -0.07 | -7.59 | 3.82 | -0.95 | 3.62 | 2.48 | -1.43 | 1.47 | 2.75 | +17.49% |
2013 | 6.54 | 1.07 | 4.42 | -0.75 | 4.42 | -1.09 | 6.65 | -3.18 | 5.93 | 3.11 | 2.87 | 2.28 | +36.77% |
2014 | -2.08 | 4.87 | -0.51 | -2.60 | 1.17 | 4.94 | -5.19 | 5.24 | -5.36 | 4.55 | 0.88 | 1.25 | +6.52% |
2015 | -2.36 | 6.04 | 1.12 | -1.76 | 1.98 | -0.51 | -0.56 | -5.41 | -5.11 | 5.59 | 2.08 | -4.34 | -3.96% |
2016 | -7.69 | 0.78 | 8.45 | 1.69 | 1.98 | -0.03 | 5.20 | 0.84 | 0.57 | -4.21 | 9.14 | 2.12 | +19.13% |
2017 | 1.37 | 2.23 | -0.10 | 0.90 | -1.36 | 2.52 | 1.27 | -0.83 | 4.93 | 1.42 | 2.80 | 0.36 | +16.49% |
2018 | 2.58 | -4.09 | 1.05 | 0.40 | 5.46 | 0.76 | 1.68 | 4.37 | -1.93 | -10.20 | 1.84 | -11.31 | -10.49% |
2019 | 11.62 | 4.83 | -1.04 | 3.39 | -7.48 | 6.74 | 1.32 | -4.20 | 1.69 | 1.75 | 3.94 | 2.56 | +26.56% |
2020 | -2.70 | -8.74 | -22.68 | 14.81 | 7.06 | 3.12 | 3.96 | 5.56 | -3.86 | 2.45 | 16.54 | 7.78 | +18.15% |
2021 | 3.68 | 6.47 | 2.08 | 3.71 | -0.11 | 1.42 | -2.19 | 2.22 | -2.97 | 4.72 | -4.38 | 3.36 | +18.86% |
2022 | -8.08 | 0.96 | 1.23 | -8.37 | 0.10 | -9.22 | 10.67 | -2.54 | -8.91 | 9.95 | 4.22 | -5.68 | -16.94% |
2023 | 10.52 | -1.71 | -4.64 | -1.37 | -2.17 | 8.13 | 4.95 | -4.43 | -5.97 | -6.65 | 9.26 | 11.22 | +15.63% |
2024 | -3.18 | 5.42 | 3.73 | -6.95 | 4.10 | -1.54 | 7.93 | -0.56 | 1.47 | - | - | - | - |
Calculated values
YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
---|---|---|---|---|---|
Volatility | 18.16% | 18.65% | 19.02% | 21.71% | 25.84% |
Sharpe ratio | 0.59 | 0.72 | 0.97 | -0.01 | 0.24 |
Best month | +11.22% | +7.93% | +11.22% | +11.22% | +16.54% |
Worst month | -6.95% | -6.95% | -6.95% | -9.22% | -22.68% |
Maximum loss | -8.47% | -8.47% | -10.32% | -28.94% | -42.48% |
Outperformance | +0.25% | - | +10.18% | -9.92% | -13.29% |
All quotes in USD
Performance
YTD | +9.97% | ||
---|---|---|---|
6 Months | +8.15% | ||
1 Year | +21.81% | ||
3 Years | +10.01% | ||
5 Years | +57.98% | ||
10 Years | +130.23% | ||
Since start | +492.11% | ||
Year | |||
2023 | +15.63% | ||
2022 | -16.94% | ||
2021 | +18.86% | ||
2020 | +18.15% | ||
2019 | +26.56% | ||
2018 | -10.49% | ||
2017 | +16.49% | ||
2016 | +19.13% | ||
2015 | -3.96% |