iShares MSCI W.Cons.Disc.Sec.ESG UE/ IE00BJ5JP212 /
NAV14/06/2024 | Diferencia-0.1004 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
---|---|---|---|---|
7.3889USD | -1.34% | paying dividend | Equity Worldwide | BlackRock AM (IE) ▶ |
Rendimiento mensual
ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2019 | - | - | - | - | - | - | - | - | - | - | 1.33 | 2.93 | - |
2020 | -0.63 | -8.04 | -14.58 | 16.90 | 5.97 | 4.70 | 7.22 | 11.28 | -2.85 | -2.72 | 13.24 | 5.50 | +36.37% |
2021 | -0.59 | 0.73 | 3.40 | 5.18 | -1.00 | 2.19 | 0.29 | 0.79 | -2.42 | 8.11 | -0.26 | 0.52 | +17.78% |
2022 | -8.44 | -4.39 | 2.04 | -12.07 | -3.49 | -10.06 | 15.42 | -4.55 | -9.07 | 1.77 | 4.89 | -8.53 | -33.32% |
2023 | 14.53 | -2.17 | 3.82 | 0.19 | -0.03 | 10.40 | 2.73 | -2.82 | -5.50 | -4.75 | 10.83 | 6.16 | +36.00% |
2024 | -2.76 | 5.69 | 0.77 | -5.46 | 2.03 | -0.49 | - | - | - | - | - | - | - |
Meses individuales: Dividendos no considerados
Valores estimados
Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
---|---|---|---|---|---|
Volatilidad | 12.43% | 12.56% | 14.39% | 20.55% | -% |
Índice de Sharpe | -0.40 | -0.36 | 0.21 | -0.22 | - |
El mes mejor | +6.16% | +6.16% | +10.83% | +15.42% | +16.90% |
El mes peor | -5.46% | -5.46% | -5.50% | -12.07% | -14.58% |
Pérdida máxima | -7.74% | -7.74% | -15.47% | -37.13% | - |
Rendimiento superior | -3.43% | - | -5.71% | - | - |
Todas las cotizaciones en USD
Performance
Año hasta la fecha | -0.59% | ||
---|---|---|---|
6 Meses | -0.42% | ||
Promedio móvil | +6.75% | ||
3 Años | -2.58% | ||
5 Años | - | ||
10 Años | - | ||
Desde el principio | +51.55% | ||
Año | |||
2023 | +36.00% | ||
2022 | -33.32% | ||
2021 | +17.78% | ||
2020 | +36.37% |
Dividendos
13/06/2024 | 0.05 USD |
14/12/2023 | 0.02 USD |
15/06/2023 | 0.05 USD |
15/12/2022 | 0.02 USD |
16/06/2022 | 0.04 USD |
16/12/2021 | 0.02 USD |
17/06/2021 | 0.03 USD |
10/12/2020 | 0.02 USD |
11/06/2020 | 0.02 USD |
12/12/2019 | 0.01 USD |