iShares Dev.Wd.ESG Scr.IF(IE)F.USD/ IE00BFG1TG02 /
| NAV09/07/2024 | Chg.-0.0146 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 26.5181USD | -0.06% | reinvestment | Equity Worldwide | BlackRock AM (IE) ▶ |
Performance mensuelle
| janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2017 | - | - | - | - | - | - | - | - | - | - | 2.17 | 1.44 | - |
| 2018 | 5.09 | -4.13 | -2.18 | 1.38 | 0.67 | -0.03 | 3.06 | 1.36 | 0.48 | -7.41 | 1.25 | -8.18 | -9.15% |
| 2019 | 8.45 | 2.91 | 1.37 | 3.66 | -5.73 | 6.65 | 0.51 | -2.07 | 2.15 | 2.65 | 2.74 | 2.86 | +28.58% |
| 2020 | -0.39 | -8.42 | -13.24 | 11.00 | 4.91 | 2.70 | 4.92 | 6.72 | -3.37 | -3.02 | 12.64 | 4.14 | +16.50% |
| 2021 | -0.75 | 2.55 | 3.13 | 4.78 | 1.48 | 1.54 | 1.79 | 2.64 | -4.14 | 5.81 | -2.08 | 4.34 | +22.71% |
| 2022 | -5.86 | -2.84 | 2.74 | -8.54 | -0.06 | -8.48 | 8.19 | -4.51 | -9.24 | 6.59 | 7.13 | -4.14 | -19.32% |
| 2023 | 7.07 | -2.15 | 3.22 | 1.67 | -0.35 | 6.21 | 3.39 | -2.43 | -4.41 | -3.01 | 9.97 | 5.45 | +26.22% |
| 2024 | 1.09 | 4.59 | 3.00 | -3.96 | 4.63 | 2.48 | 2.11 | - | - | - | - | - | - |
Valeurs calculées
| CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
|---|---|---|---|---|---|
| Volatilité | 9.45% | 9.28% | 10.37% | 15.17% | 18.00% |
| Ratio de Sharpe | 2.77 | 3.25 | 2.13 | 0.26 | 0.49 |
| Le meilleur mois | +5.45% | +4.63% | +9.97% | +9.97% | +12.64% |
| Le plus défavorable mois | -3.96% | -3.96% | -4.41% | -9.24% | -13.24% |
| Perte maximale | -5.55% | -5.55% | -10.76% | -27.07% | -33.96% |
| Surperformance | +4.78% | - | +3.97% | +12.06% | - |
Toutes les cotations dans USD
Tranches
| Nom | Type de rendement | Prix de rachat | 1 An | 3 Ans | |
|---|---|---|---|---|---|
| iShares Dev.Wd.ESG Scr.IF(IE)I.U... | reinvestment | 19.2061 | +25.51% | +24.16% | |
| iShares Dev.Wd.ESG Scr.IF(IE)F.U... | reinvestment | 26.5181 | +25.70% | +24.72% | |
| iShares Dev.Wd.ESG Scr.IF(IE)F.G... | paying dividend | 28.6697 | +25.88% | +34.80% | |
| iShares Dev.Wd.ESG Scr.IF(IE)I.E... | reinvestment | 29.0494 | +27.38% | +36.20% | |
| iShares Dev.Wd.ESG Scr.IF(IE)I.G... | paying dividend | 28.6637 | +25.69% | +34.21% | |
| iShares Developed World ESG Scre... | reinvestment | 13.6072 | +25.26% | - | |
| iShares Developed World ESG Scre... | reinvestment | 13.5877 | +25.48% | - | |
| iShares Developed World ESG Scre... | reinvestment | 13.6910 | +25.46% | +23.97% | |
| iShares Dev.Wd.ESG Scr.IF(IE)D U... | reinvestment | 21.3470 | +25.54% | +24.23% | |
| iShares Dev.Wd.ESG Scr.IF(IE)D G... | paying dividend | 18.8259 | +25.71% | +34.25% |
Performance
| CAD | +14.51% | ||
|---|---|---|---|
| 6 Mois | +15.64% | ||
| 1 An | +25.70% | ||
| 3 Ans | +24.72% | ||
| 5 Ans | +80.46% | ||
| 10 ans | - | ||
| Depuis le début | +102.08% | ||
| Année | |||
| 2023 | +26.22% | ||
| 2022 | -19.32% | ||
| 2021 | +22.71% | ||
| 2020 | +16.50% | ||
| 2019 | +28.58% | ||
| 2018 | -9.15% | ||
