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 | Mrz | 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% |