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

Fonds
NAV11/25/2022 Chg.-0.0266 Type of yield Investment Focus Investment company
8.7510USD -0.30% 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 19.20 6.94 9.00 -1.54 15.80 -16.92 9.60 2.83 -9.37 24.92 2.06 - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 35.69% 36.93% 34.87% 43.01% 35.82%
Sharpe ratio 2.24 0.49 2.05 0.46 0.26
Best month +24.92% +24.92% +24.92% +30.18% +30.18%
Worst month -16.92% -16.92% -16.92% -35.21% -35.21%
Maximum loss -26.30% -26.30% -26.30% -60.77% -67.29%
Outperformance -3.24% - -2.83% -4.56% -9.04%
 
All quotes in USD

Performance

YTD  
+71.41%
6 Months  
+9.65%
1 Year  
+73.29%
3 Years  
+80.53%
5 Years  
+69.27%
Since start  
+77.15%
Year
2021  
+53.81%
2020
  -34.32%
2019  
+11.07%
2018
  -18.46%
2017
  -1.59%
2016  
+26.56%