iShares S&P 500 Energy S.U.E.USD A/  IE00B42NKQ00  /

Fonds
NAV1/24/2022 Chg.+0.0320 Type of yield Investment Focus Investment company
5.7956USD +0.56% reinvestment Equity ETF Stocks BlackRock AM (IE) 
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2015 - - - - - - - - - - - -9.86 -
2016 -3.13 -1.84 9.15 8.82 -0.79 3.19 -1.93 1.18 2.92 -2.84 8.37 1.80 +26.56%
2017 -3.53 -2.38 -0.94 -3.02 -3.51 -0.20 2.63 -5.33 9.79 -0.76 1.72 4.89 -1.59%
2018 3.76 -10.88 1.55 9.35 2.97 0.68 1.52 -3.48 2.58 -11.22 -1.70 -12.67 -18.46%
2019 10.99 2.38 2.13 0.19 -11.34 9.38 -1.95 -8.15 3.90 -2.50 1.80 6.08 +11.07%
2020 -11.09 -14.68 -35.21 30.18 1.82 -1.18 -5.01 0.92 -16.47 -4.52 27.95 4.29 -34.32%
2021 3.82 22.65 2.69 0.60 5.76 4.62 -8.37 -2.11 9.51 10.27 -5.30 3.01 +53.81%
2022 13.52 - - - - - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 32.35% 27.77% 29.38% 40.00% 33.08%
Sharpe ratio 18.19 2.50 2.03 0.15 0.04
Best month +13.52% +13.52% +22.65% +30.18% +30.18%
Worst month +3.01% -8.37% -8.37% -35.21% -35.21%
Maximum loss -3.53% -9.46% -17.76% -63.35% -67.29%
Outperformance -3.24% - -2.83% -4.56% -9.04%
 
All quotes in USD

Performance

YTD  
+13.52%
6 Months  
+29.84%
1 Year  
+58.93%
3 Years  
+17.80%
5 Years  
+3.68%
Since start  
+17.32%
Year
2021  
+53.81%
2020
  -34.32%
2019  
+11.07%
2018
  -18.46%
2017
  -1.59%
2016  
+26.56%