iShares World Equity Index Fd.(LU)A2 USD/  LU0836512615  /

Fonds
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%