iShares S&P 500 Fi.S.U.E.USD A/ IE00B4JNQZ49 /
| NAV24/05/2024 | Chg.+0.0814 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 11.9657USD | +0.68% | reinvestment | Equity ETF Stocks | BlackRock AM (IE) ▶ |
Performance mensuelle
| janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2015 | - | - | - | - | - | - | - | - | - | - | - | -2.01 | - |
| 2016 | -9.02 | -2.93 | 7.19 | 3.46 | 1.88 | -3.29 | 3.61 | 3.69 | -2.77 | 2.44 | 13.69 | 4.01 | +22.13% |
| 2017 | 0.17 | 5.19 | -2.87 | -0.82 | -1.32 | 6.37 | 1.73 | -1.70 | 5.20 | 2.84 | 3.49 | 1.97 | +21.64% |
| 2018 | 6.34 | -2.72 | -4.40 | -0.42 | -0.98 | -1.84 | 5.19 | 1.37 | -2.30 | -4.70 | 2.76 | -11.30 | -13.38% |
| 2019 | 8.76 | 2.34 | -2.72 | 8.97 | -7.15 | 6.69 | 2.45 | -4.92 | 4.62 | 2.41 | 4.96 | 2.61 | +31.37% |
| 2020 | -2.67 | -11.21 | -21.32 | 9.45 | 2.77 | -0.32 | 3.66 | 4.29 | -3.53 | -0.91 | 16.92 | 6.18 | -2.18% |
| 2021 | -1.73 | 11.48 | 5.77 | 6.52 | 4.72 | -2.97 | -0.49 | 5.16 | -1.89 | 7.22 | -5.66 | 3.24 | +34.45% |
| 2022 | 0.00 | -1.38 | -0.19 | -9.93 | 2.70 | -10.93 | 7.16 | -2.01 | -7.79 | 11.97 | 6.92 | -5.29 | -10.97% |
| 2023 | 6.83 | -2.33 | -9.52 | 3.07 | -4.36 | 6.67 | 4.80 | -2.69 | -3.17 | -2.46 | 10.87 | 5.36 | +11.70% |
| 2024 | 3.01 | 4.12 | 4.75 | -4.21 | 3.05 | - | - | - | - | - | - | - | - |
Valeurs calculées
| CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
|---|---|---|---|---|---|
| Volatilité | 11.05% | 10.92% | 12.08% | 19.04% | 26.04% |
| Ratio de Sharpe | 2.39 | 3.39 | 2.38 | 0.06 | 0.28 |
| Le meilleur mois | +5.36% | +10.87% | +10.87% | +11.97% | +16.92% |
| Le plus défavorable mois | -4.21% | -4.21% | -4.36% | -10.93% | -21.32% |
| Perte maximale | -5.98% | -5.98% | -11.34% | -26.09% | -42.99% |
| Surperformance | +10.09% | - | +8.99% | +28.56% | +58.53% |
Toutes les cotations dans USD
Performance
| CAD | +10.89% | ||
|---|---|---|---|
| 6 Mois | +18.49% | ||
| 1 An | +32.51% | ||
| 3 Ans | +15.39% | ||
| 5 Ans | +68.53% | ||
| 10 ans | - | ||
| Depuis le début | +138.84% | ||
| Année | |||
| 2023 | +11.70% | ||
| 2022 | -10.97% | ||
| 2021 | +34.45% | ||
| 2020 | -2.18% | ||
| 2019 | +31.37% | ||
| 2018 | -13.38% | ||
| 2017 | +21.64% | ||
| 2016 | +22.13% | ||
