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

Fonds
NAV5/18/2022 Chg.-0.2036 Type of yield Investment Focus Investment company
7.5779USD -2.62% 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 8.49 - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 34.46% 33.23% 30.50% 41.23% 34.06%
Sharpe ratio 5.36 3.50 1.98 0.35 0.26
Best month +19.20% +19.20% +19.20% +30.18% +30.18%
Worst month -1.54% -5.30% -8.37% -35.21% -35.21%
Maximum loss -8.64% -8.64% -17.76% -61.30% -67.29%
Outperformance -3.24% - -2.83% -4.56% -9.04%
 
All quotes in USD

Performance

YTD  
+48.43%
6 Months  
+46.53%
1 Year  
+60.10%
3 Years  
+48.88%
5 Years  
+49.17%
Since start  
+53.40%
Year
2021  
+53.81%
2020
  -34.32%
2019  
+11.07%
2018
  -18.46%
2017
  -1.59%
2016  
+26.56%