iShares MSCI USA Small Cap ESG Enhanced UCITS ETF USD (Acc)/ IE00B3VWM098 /
NAV30/05/2024 | Diferencia+4.1740 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
---|---|---|---|---|
492.3189USD | +0.86% | reinvestment | Equity ETF Stocks | BlackRock AM (IE) ▶ |
Rendimiento mensual
ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | 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 | 3.13 | - | - | - | - | - | - | - | - |
Valores estimados
Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
---|---|---|---|---|---|
Volatilidad | 16.57% | 17.61% | 17.71% | 21.35% | 25.67% |
Índice de Sharpe | 0.01 | 1.37 | 0.70 | -0.20 | 0.21 |
El mes mejor | +11.22% | +11.22% | +11.22% | +11.22% | +16.54% |
El mes peor | -6.95% | -6.95% | -6.95% | -9.22% | -22.68% |
Pérdida máxima | -8.28% | -8.28% | -17.46% | -28.94% | -42.48% |
Rendimiento superior | +0.25% | - | +10.18% | -9.92% | -13.29% |
Todas las cotizaciones en USD
Performance
Año hasta la fecha | +1.59% | ||
---|---|---|---|
6 Meses | +13.00% | ||
Promedio móvil | +16.23% | ||
3 Años | -1.63% | ||
5 Años | +54.70% | ||
10 Años | +118.91% | ||
Desde el principio | +447.02% | ||
Año | |||
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% |