iShares S&P 500 Energy S.U.E.USD A/ IE00B42NKQ00 /
NAV2024-05-20 | Chg.-0.0607 | Type of yield | Investment Focus | Investment company |
---|---|---|---|---|
9.3589USD | -0.64% | 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 | 1.71 | 6.09 | +10.99% |
2020 | -11.09 | -14.70 | -35.25 | 30.24 | 1.86 | -1.22 | -4.92 | -1.29 | -14.43 | -4.60 | 27.71 | 4.40 | -34.26% |
2021 | 3.92 | 22.61 | 2.60 | 0.69 | 5.72 | 4.55 | -8.28 | -2.26 | 9.70 | 10.11 | -5.16 | 3.02 | +53.92% |
2022 | 19.18 | 6.90 | 8.91 | -1.55 | 15.90 | -16.93 | 9.67 | 2.71 | -9.38 | 24.93 | 1.17 | -3.00 | +64.58% |
2023 | 2.85 | -7.17 | -0.25 | 3.25 | -10.16 | 6.59 | 7.45 | 1.65 | 2.66 | -6.02 | -1.11 | -0.06 | -1.92% |
2024 | -0.41 | 3.08 | 10.58 | -0.79 | 0.76 | - | - | - | - | - | - | - | - |
Calculated values
YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
---|---|---|---|---|---|
Volatility | 15.38% | 15.36% | 18.09% | 27.67% | 36.01% |
Sharpe ratio | 2.31 | 1.56 | 0.99 | 0.82 | 0.25 |
Best month | +10.58% | +10.58% | +10.58% | +24.93% | +30.24% |
Worst month | -0.79% | -1.11% | -10.16% | -16.93% | -35.25% |
Maximum loss | -7.19% | -7.19% | -13.49% | -26.31% | -61.27% |
Outperformance | -3.24% | - | -2.83% | -4.56% | -9.04% |
All quotes in USD
Performance
YTD | +13.46% | ||
---|---|---|---|
6 Months | +12.92% | ||
1 Year | +21.54% | ||
3 Years | +103.01% | ||
5 Years | +83.87% | ||
10 Years | - | ||
Since start | +91.39% | ||
Year | |||
2023 | -1.92% | ||
2022 | +64.58% | ||
2021 | +53.92% | ||
2020 | -34.26% | ||
2019 | +10.99% | ||
2018 | -18.46% | ||
2017 | -1.59% | ||
2016 | +26.56% |