iShares S&P 500 Utilities S.U.E.USD A/ IE00B4KBBD01 /
| NAV01.05.2024 | Diff.+0.0916 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 7.9617USD | +1.16% | thesaurierend | Aktien ETF Aktien | BlackRock AM (IE) ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2017 | - | - | - | 0.80 | 4.17 | -2.67 | 2.35 | 3.06 | -2.78 | 4.01 | 2.57 | -6.08 | - |
| 2018 | -3.24 | -3.94 | 3.69 | 2.17 | -1.16 | 2.54 | 1.91 | 0.94 | -0.56 | 1.87 | 3.48 | -4.07 | +3.24% |
| 2019 | 3.51 | 4.10 | 2.74 | 1.00 | -0.83 | 3.16 | -0.32 | 5.18 | 4.15 | -0.74 | -1.99 | 3.38 | +25.62% |
| 2020 | 6.63 | -9.96 | -10.02 | 3.20 | 4.31 | -4.72 | 7.78 | -3.04 | 1.38 | 5.01 | 0.64 | 0.66 | -0.14% |
| 2021 | -0.93 | -6.19 | 10.44 | 4.25 | -2.44 | -2.22 | 4.30 | 3.89 | -6.22 | 4.71 | -1.73 | 9.57 | +16.94% |
| 2022 | -3.29 | -1.93 | 10.35 | -4.27 | 4.24 | -5.01 | 5.47 | 0.43 | -11.38 | 2.03 | 6.93 | -0.58 | +1.03% |
| 2023 | -2.01 | -5.98 | 4.85 | 1.86 | -5.95 | 1.61 | 2.44 | -6.25 | -5.67 | 1.26 | 5.06 | 1.87 | -7.68% |
| 2024 | -3.03 | 1.03 | 6.60 | 1.63 | 1.16 | - | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 15.95% | 16.64% | 16.74% | 17.90% | 22.74% |
| Sharpe Ratio | 1.27 | 1.54 | -0.12 | -0.04 | 0.09 |
| Bester Monat | +6.60% | +6.60% | +6.60% | +10.35% | +10.44% |
| Schlechtester Monat | -3.03% | -3.03% | -6.25% | -11.38% | -11.38% |
| Maximaler Verlust | -7.75% | -8.24% | -17.96% | -25.76% | -36.33% |
| Outperformance | -2.09% | - | -4.86% | +3.14% | - |
Alle Kurse in USD
Performance
| lfd. Jahr | +7.36% | ||
|---|---|---|---|
| 6 Monate | +13.66% | ||
| 1 Jahr | +1.77% | ||
| 3 Jahre | +9.87% | ||
| 5 Jahre | +32.92% | ||
| seit Beginn | +60.20% | ||
| Jahr | |||
| 2023 | -7.68% | ||
| 2022 | +1.03% | ||
| 2021 | +16.94% | ||
| 2020 | -0.14% | ||
| 2019 | +25.62% | ||
| 2018 | +3.24% | ||
