iShares World ex Switzerland Small Cap ESG Screened Equity Index Fund (CH) I0 CHF/ CH0244037161 /
NAV24.09.2024 | Diff.+0,8600 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
---|---|---|---|---|
1.460,9000CHF | +0,06% | thesaurierend | Aktien weltweit | BlackRock AM (CH) ▶ |
Monatliche Performance
Jän | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2017 | - | - | - | - | - | - | 3,07 | -0,45 | 4,70 | 4,55 | 0,73 | 0,74 | - |
2018 | -1,30 | -2,33 | 1,40 | 4,53 | 1,98 | 0,76 | 0,94 | -0,14 | -0,32 | -7,72 | 0,12 | -10,48 | -12,76% |
2019 | 10,99 | 4,24 | -0,66 | 5,49 | -7,80 | 2,57 | 2,21 | -3,49 | 2,92 | 1,05 | 4,53 | 0,21 | +23,23% |
2020 | -3,21 | -8,87 | -20,96 | 13,30 | 6,55 | 1,13 | -0,27 | 4,62 | -0,82 | -0,18 | 14,00 | 4,94 | +5,18% |
2021 | 2,78 | 6,98 | 6,20 | 0,70 | -0,64 | 3,00 | -2,74 | 3,55 | -1,77 | 1,49 | -3,63 | 2,12 | +18,90% |
2022 | -5,59 | -1,19 | 1,31 | -2,75 | -1,36 | -10,09 | 8,58 | -0,86 | -10,15 | 9,96 | 1,04 | -6,33 | -17,95% |
2023 | 8,81 | 0,13 | -5,10 | -2,72 | -0,01 | 4,07 | 1,68 | -2,14 | -2,71 | -6,84 | 4,85 | 6,43 | +5,33% |
2024 | -0,86 | 6,11 | 6,09 | -3,49 | 2,88 | -2,25 | 4,84 | -3,13 | 0,28 | - | - | - | - |
Kennzahlen
lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
---|---|---|---|---|---|
Volatilität | 16,71% | 18,40% | 16,39% | 17,37% | 20,49% |
Sharpe Ratio | 0,66 | -0,10 | 0,68 | -0,32 | 0,07 |
Bester Monat | +6,43% | +6,09% | +6,43% | +9,96% | +14,00% |
Schlechtester Monat | -3,49% | -3,49% | -6,84% | -10,15% | -20,96% |
Maximaler Verlust | -13,06% | -13,06% | -13,06% | -28,62% | -40,60% |
Outperformance | - | - | - | - | - |
Alle Kurse in CHF
Tranchen
Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
---|---|---|---|---|---|
iShares World ex Switzerland Sma... | thesaurierend | 2.021,2400 | +15,46% | -3,83% | |
iShares World ex Switzerland Sma... | thesaurierend | 1.194,6100 | +14,35% | -6,75% | |
iShares World ex Switzerland Sma... | thesaurierend | 1.460,9000 | +14,54% | -6,30% | |
iShares World ex Switzerland Sma... | thesaurierend | 1.399,6100 | +23,70% | +2,48% |
Performance
lfd. Jahr | +10,32% | ||
---|---|---|---|
6 Monate | +0,84% | ||
1 Jahr | +14,54% | ||
3 Jahre | -6,30% | ||
5 Jahre | +26,62% | ||
10 Jahre | - | ||
seit Beginn | +46,09% | ||
Jahr | |||
2023 | +5,33% | ||
2022 | -17,95% | ||
2021 | +18,90% | ||
2020 | +5,18% | ||
2019 | +23,23% | ||
2018 | -12,76% |