iShares World Equity Index Fd.(LU)A2 USD/ LU0836512615 /
| NAV22/05/2024 | Chg.+0.2200 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 311.3100USD | +0.07% | reinvestment | Equity Worldwide | BlackRock (LU) ▶ |
Performance mensuelle
| janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | 4.10 | - | - | - | - | - | - | - | - |
Valeurs calculées
| CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
|---|---|---|---|---|---|
| Volatilité | 11.15% | 10.56% | 11.54% | 16.14% | 17.61% |
| Ratio de Sharpe | 2.13 | 3.01 | 1.69 | 0.17 | 0.45 |
| Le meilleur mois | +5.44% | +9.35% | +9.35% | +9.35% | +13.88% |
| Le plus défavorable mois | -2.70% | -2.70% | -4.07% | -9.36% | -11.16% |
| Perte maximale | -4.90% | -4.90% | -10.41% | -27.81% | -33.52% |
| Surperformance | -0.11% | - | +0.76% | +13.33% | +25.85% |
Toutes les cotations dans USD
Tranches
| Nom | Type de rendement | Prix de rachat | 1 An | 3 Ans | |
|---|---|---|---|---|---|
| iShares World Equity Index Fd.(L... | reinvestment | 303.5900 | +23.66% | +38.56% | |
| iShares World Equity Index Fd.(L... | reinvestment | 252.9800 | +20.70% | +35.23% | |
| iShares World Equity Index Fd.(L... | reinvestment | 380.8100 | +23.49% | +38.02% | |
| iShares World Equity Index Fd.(L... | paying dividend | 313.8300 | +23.51% | +38.08% | |
| iShares World Equity Index Fd.(L... | reinvestment | 329.4100 | +23.94% | +22.62% | |
| iShares World Equity Index Fd.(L... | reinvestment | 322.5100 | +23.71% | +21.96% | |
| iShares World Equity Index Fd.(L... | reinvestment | 370.6200 | +23.41% | +37.72% | |
| iShares World Equity Index Fd.(L... | reinvestment | 183.2400 | +23.71% | +21.96% | |
| iShares World Equity Index Fd.(L... | reinvestment | 297.2600 | +23.43% | +37.75% | |
| iShares World Equity Index Fd.(L... | reinvestment | 174.5100 | +23.75% | +22.07% | |
| iShares World Equity Index Fund ... | reinvestment | 125.5900 | +23.04% | - | |
| iShares World Equity Index Fd.(L... | reinvestment | 311.3100 | +23.34% | +20.87% |
Performance
| CAD | +9.85% | ||
|---|---|---|---|
| 6 Mois | +16.31% | ||
| 1 An | +23.34% | ||
| 3 Ans | +20.87% | ||
| 5 Ans | +74.27% | ||
| 10 ans | +134.23% | ||
| Depuis le début | +210.84% | ||
| Année | |||
| 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% | ||
