iShares World Equity Index Fd.(LU)A2 USD/ LU0836512615 /
| NAV10.05.2024 | Diff.+3.8600 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 307.3100USD | +1.27% | thesaurierend | Aktien weltweit | BlackRock (LU) ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2012 | - | - | - | - | - | - | - | - | - | - | 1.41 | -0.15 | - |
| 2013 | - | - | 9.37 | 2.58 | 1.39 | -3.49 | 5.47 | -2.09 | 4.54 | 4.07 | 1.86 | 1.38 | +27.36% |
| 2014 | -3.83 | 5.47 | 0.21 | 0.46 | 2.12 | 1.95 | -0.93 | 1.16 | -2.60 | 0.47 | 2.26 | -1.10 | +5.45% |
| 2015 | -1.86 | 5.11 | -1.43 | 2.24 | 0.80 | -2.61 | 1.48 | -6.78 | -4.10 | 8.50 | -0.50 | -1.66 | -1.71% |
| 2016 | -7.23 | 0.58 | 6.53 | 1.25 | 1.02 | -2.58 | 4.88 | 0.61 | -0.11 | -1.63 | 1.81 | 2.15 | +6.80% |
| 2017 | 2.19 | 2.75 | 1.09 | 1.61 | 1.79 | 0.73 | 2.20 | -0.22 | 2.11 | 2.12 | 1.99 | 1.80 | +22.09% |
| 2018 | 6.26 | -4.23 | -4.08 | 2.60 | 0.19 | -0.02 | 2.58 | 1.34 | 0.39 | -7.11 | 0.44 | -7.34 | -9.49% |
| 2019 | 7.29 | 3.61 | 0.87 | 3.58 | -5.61 | 6.21 | 1.51 | -2.58 | 1.79 | 2.49 | 3.03 | 2.61 | +27.00% |
| 2020 | 0.32 | -11.06 | -11.16 | 10.83 | 4.08 | 1.94 | 5.82 | 6.66 | -3.37 | -3.71 | 13.88 | 3.42 | +15.29% |
| 2021 | 0.31 | 1.81 | 3.01 | 5.06 | 1.28 | 1.18 | 2.02 | 2.14 | -3.22 | 4.37 | -0.45 | 2.77 | +21.96% |
| 2022 | -6.64 | -2.04 | 4.36 | -6.98 | -2.59 | -9.36 | 8.23 | -2.78 | -9.16 | 5.84 | 4.89 | -2.68 | -19.05% |
| 2023 | 6.48 | -1.40 | 2.28 | 1.67 | -0.11 | 5.72 | 3.37 | -1.94 | -3.90 | -4.07 | 9.35 | 5.44 | +24.23% |
| 2024 | 1.67 | 3.45 | 3.11 | -2.70 | 2.76 | - | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 11.49% | 10.99% | 11.66% | 16.21% | 17.62% |
| Sharpe Ratio | 1.91 | 3.69 | 1.65 | 0.13 | 0.43 |
| Bester Monat | +5.44% | +9.35% | +9.35% | +9.35% | +13.88% |
| Schlechtester Monat | -2.70% | -2.70% | -4.07% | -9.36% | -11.16% |
| Maximaler Verlust | -4.90% | -4.90% | -10.41% | -27.81% | -33.52% |
| Outperformance | -0.11% | - | +0.76% | +13.33% | +25.85% |
Alle Kurse in USD
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| iShares World Equity Index Fd.(L... | thesaurierend | 301.0000 | +25.92% | +36.20% | |
| iShares World Equity Index Fd.(L... | thesaurierend | 253.8200 | +24.41% | +35.26% | |
| iShares World Equity Index Fd.(L... | thesaurierend | 377.5800 | +25.74% | +35.66% | |
| iShares World Equity Index Fd.(L... | ausschüttend | 311.1700 | +25.76% | +35.72% | |
| iShares World Equity Index Fd.(L... | thesaurierend | 325.1300 | +23.62% | +20.82% | |
| iShares World Equity Index Fd.(L... | thesaurierend | 318.3300 | +23.40% | +20.17% | |
| iShares World Equity Index Fd.(L... | thesaurierend | 367.4800 | +25.66% | +35.37% | |
| iShares World Equity Index Fd.(L... | thesaurierend | 180.8700 | +23.40% | +20.17% | |
| iShares World Equity Index Fd.(L... | thesaurierend | 294.7500 | +25.68% | +35.41% | |
| iShares World Equity Index Fd.(L... | thesaurierend | 172.2500 | +23.43% | +20.28% | |
| iShares World Equity Index Fund ... | thesaurierend | 124.5500 | +25.28% | - | |
| iShares World Equity Index Fd.(L... | thesaurierend | 307.3100 | +23.03% | +19.09% |
Performance
| lfd. Jahr | +8.44% | ||
|---|---|---|---|
| 6 Monate | +20.00% | ||
| 1 Jahr | +23.03% | ||
| 3 Jahre | +19.09% | ||
| 5 Jahre | +71.89% | ||
| 10 Jahre | +131.34% | ||
| seit Beginn | +206.85% | ||
| Jahr | |||
| 2023 | +24.23% | ||
| 2022 | -19.05% | ||
| 2021 | +21.96% | ||
| 2020 | +15.29% | ||
| 2019 | +27.00% | ||
| 2018 | -9.49% | ||
| 2017 | +22.09% | ||
| 2016 | +6.80% | ||
| 2015 | -1.71% | ||
