iShares U.S. Oil Equipment & Services ETF USD (Dist)/ US4642888444 /
| NAV9/29/2023 | Chg.-0.7802 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 24.0501USD | -3.14% | paying dividend | Equity | BlackRock ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2006 | - | - | - | - | - | -1.01 | -1.90 | -6.84 | -3.90 | 3.96 | 8.53 | -5.02 | - |
| 2007 | -1.73 | 0.41 | - | 15.45 | 7.63 | - | 6.73 | 0.29 | - | 6.32 | -3.71 | 6.00 | +42.41% |
| 2008 | -14.77 | 11.49 | 0.50 | 12.30 | 8.27 | 6.26 | -13.67 | -3.59 | -21.43 | -33.96 | -13.37 | -10.80 | -58.82% |
| 2009 | 0.05 | -8.19 | 3.59 | 23.21 | 17.89 | -8.98 | 6.17 | 3.67 | 12.37 | -0.40 | 1.52 | 3.14 | +62.30% |
| 2010 | -2.42 | 3.25 | 1.46 | 7.26 | -17.88 | -3.83 | 12.95 | -8.40 | 14.53 | 6.67 | 10.89 | 7.83 | +30.91% |
| 2011 | 7.29 | 8.73 | 3.23 | -1.15 | -4.73 | 0.06 | 4.41 | -15.72 | -23.05 | 24.68 | 2.40 | - | -7.83% |
| 2012 | -0.47 | 5.22 | - | -7.41 | -13.45 | - | 8.80 | 2.37 | - | -3.27 | 1.18 | 1.01 | -1.66% |
| 2013 | 12.48 | -0.52 | - | -1.11 | 2.02 | - | 3.39 | 0.21 | 4.91 | 5.51 | -2.52 | 0.74 | +27.13% |
| 2014 | -5.51 | 8.22 | -9.19 | 3.41 | 1.20 | 8.75 | -6.66 | 1.87 | -10.03 | -8.62 | -14.34 | -3.25 | -31.53% |
| 2015 | -7.83 | 5.58 | -2.84 | 15.24 | -6.63 | -4.74 | -11.36 | -0.36 | -13.66 | 11.04 | 2.30 | -13.02 | -26.99% |
| 2016 | -7.91 | -1.92 | 10.97 | 12.79 | -7.19 | 3.56 | -2.72 | -0.56 | 6.15 | -4.40 | 16.51 | - | +28.36% |
| 2017 | 3.91 | -3.82 | -4.06 | -9.34 | -7.59 | -4.10 | 0.33 | -9.65 | 18.96 | -6.93 | 1.11 | 8.10 | -18.19% |
| 2018 | 4.63 | -14.09 | 0.76 | 14.62 | 0.53 | -2.06 | 0.53 | -3.92 | 1.67 | -17.99 | -11.39 | -21.14 | -42.48% |
| 2019 | 19.87 | 2.52 | 1.10 | -2.86 | -20.45 | 11.80 | -1.63 | -19.36 | 3.04 | -4.54 | 4.74 | 16.12 | +1.85% |
| 2020 | -17.41 | -18.28 | -55.69 | 31.22 | 9.99 | 0.05 | 3.70 | 2.42 | -21.14 | -1.40 | 40.53 | 12.45 | -43.64% |
| 2021 | 3.37 | 21.51 | -5.07 | -4.33 | 15.99 | 3.03 | -12.41 | -3.04 | 5.15 | 12.83 | -19.45 | 3.58 | +14.60% |
| 2022 | 21.18 | 7.20 | 15.23 | -6.50 | 12.65 | -21.36 | 3.21 | -0.39 | -12.46 | 42.68 | 2.14 | 1.14 | +64.48% |
| 2023 | 8.24 | -5.40 | -10.97 | -0.54 | -10.41 | 16.82 | 18.95 | 0.16 | 0.33 | - | - | - | - |
Single months: Dividends not considered
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 32.49% | 28.86% | 35.79% | 44.71% | 50.59% |
| Sharpe ratio | 0.45 | 1.88 | 1.75 | 1.01 | -0.22 |
| Best month | +18.95% | +18.95% | +42.68% | +42.68% | +42.68% |
| Worst month | -10.97% | -10.97% | -12.46% | -21.36% | -55.69% |
| Maximum loss | -25.31% | -16.03% | -25.31% | -36.91% | -85.54% |
| Outperformance | - | - | - | - | - |
All quotes in USD
Performance
| YTD | +13.43% | ||
|---|---|---|---|
| 6 Months | +25.90% | ||
| 1 Year | +66.47% | ||
| 3 Years | +231.42% | ||
| 5 Years | -30.32% | ||
| Since start | -52.99% | ||
| Year | |||
| 2022 | +64.48% | ||
| 2021 | +14.60% | ||
| 2020 | -43.64% | ||
| 2019 | +1.85% | ||
| 2018 | -42.48% | ||
| 2017 | -18.19% | ||
| 2016 | +28.36% | ||
| 2015 | -26.99% | ||
| 2014 | -31.53% | ||
Dividends
| 3/25/2020 | 0.12 USD |
| 12/16/2019 | 0.12 USD |
| 9/24/2019 | 0.12 USD |
| 6/17/2019 | 0.11 USD |
| 3/20/2019 | 0.11 USD |
| 12/17/2018 | 0.09 USD |
| 9/26/2018 | 0.09 USD |
| 6/26/2018 | 0.09 USD |
| 3/22/2018 | 0.11 USD |
| 12/19/2017 | 0.09 USD |
| 9/26/2017 | 0.98 USD |
| 6/27/2017 | 0.08 USD |
| 3/24/2017 | 0.08 USD |
| 12/21/2016 | 0.08 USD |
| 9/26/2016 | 0.09 USD |
| 6/21/2016 | 0.10 USD |
| 3/23/2016 | 0.14 USD |
| 12/24/2015 | 0.18 USD |
| 9/25/2015 | 0.20 USD |
| 6/24/2015 | 0.20 USD |
| 3/25/2015 | 0.27 USD |
| 12/24/2014 | 0.23 USD |
| 9/24/2014 | 0.20 USD |
| 6/24/2014 | 0.23 USD |
| 3/25/2014 | 0.18 USD |
| 12/23/2013 | 0.14 USD |