iShares MSCI World Inf.Techn.S.ESG U.E./ IE00BJ5JNY98 /
| NAV15/05/2024 | Diferencia+0.2628 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 12.5476USD | +2.14% | paying dividend | Equity Worldwide | BlackRock AM (IE) ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2019 | - | - | - | - | - | - | - | - | - | - | 5.34 | 4.13 | - |
| 2020 | 3.34 | -7.36 | -9.27 | 13.55 | 7.69 | 7.24 | 5.84 | 10.14 | -4.11 | -5.16 | 12.56 | 5.71 | +43.69% |
| 2021 | -0.56 | 1.20 | 0.74 | 5.46 | -0.99 | 6.77 | 3.55 | 3.85 | -5.72 | 7.51 | 2.62 | 2.59 | +29.69% |
| 2022 | -8.49 | -4.68 | 2.65 | -13.00 | -0.66 | -10.44 | 11.72 | -6.98 | -12.47 | 7.29 | 8.48 | -7.95 | -32.45% |
| 2023 | 11.18 | -0.88 | 10.37 | -0.64 | 9.75 | 5.29 | 3.58 | -0.32 | -6.83 | -0.71 | 14.32 | 4.73 | +59.71% |
| 2024 | 5.31 | 7.40 | 2.43 | -7.63 | 6.69 | - | - | - | - | - | - | - | - |
Meses individuales: Dividendos no considerados
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 19.76% | 17.77% | 18.18% | 23.32% | -% |
| Índice de Sharpe | 2.01 | 2.56 | 2.48 | 0.52 | - |
| El mes mejor | +7.40% | +14.32% | +14.32% | +14.32% | +14.32% |
| El mes peor | -7.63% | -7.63% | -7.63% | -13.00% | -13.00% |
| Pérdida máxima | -10.65% | -10.65% | -11.16% | -39.08% | - |
| Rendimiento superior | +6.74% | - | +1.09% | - | - |
Todas las cotizaciones en USD
Performance
| Año hasta la fecha | +14.18% | ||
|---|---|---|---|
| 6 Meses | +22.02% | ||
| Promedio móvil | +48.92% | ||
| 3 Años | +55.74% | ||
| 5 Años | - | ||
| 10 Años | - | ||
| Desde el principio | +156.76% | ||
| Año | |||
| 2023 | +59.71% | ||
| 2022 | -32.45% | ||
| 2021 | +29.69% | ||
| 2020 | +43.69% | ||
Dividendos
| 14/12/2023 | 0.02 USD |
| 15/06/2023 | 0.03 USD |
| 15/12/2022 | 0.03 USD |
| 16/06/2022 | 0.03 USD |
| 16/12/2021 | 0.02 USD |
| 17/06/2021 | 0.02 USD |
| 10/12/2020 | 0.02 USD |
| 11/06/2020 | 0.03 USD |
| 12/12/2019 | 0.01 USD |
