iShares Digitalisation U.E.USD A/ IE00BYZK4883 /
| NAV03/10/2024 | Diferencia-0.0209 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 9.7554USD | -0.21% | reinvestment | Equity Worldwide | BlackRock AM (IE) ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2016 | - | - | - | - | - | - | - | - | - | -2.99 | -3.29 | -1.06 | - |
| 2017 | 4.30 | 2.27 | 3.02 | 1.57 | 3.28 | -0.56 | 3.38 | 0.18 | 1.63 | 2.72 | 1.26 | 1.91 | +27.89% |
| 2018 | 7.54 | -0.39 | -0.22 | 1.18 | 1.77 | 1.32 | 0.40 | 4.42 | -2.03 | -10.08 | 0.85 | -7.97 | -4.42% |
| 2019 | 9.66 | 5.13 | 2.10 | 4.39 | -4.06 | 4.32 | 1.21 | -5.45 | -0.51 | 2.65 | 2.69 | 1.69 | +25.52% |
| 2020 | 0.74 | -8.81 | -15.62 | 17.17 | 13.43 | 4.50 | 9.03 | 7.27 | -3.45 | -3.63 | 13.42 | 6.24 | +41.18% |
| 2021 | -0.77 | 3.26 | -1.10 | 4.57 | -0.78 | 5.45 | -1.20 | 2.55 | -6.15 | 2.44 | -6.38 | -0.52 | +0.59% |
| 2022 | -11.19 | -4.21 | -0.44 | -11.57 | -4.37 | -9.29 | 10.17 | -3.16 | -11.56 | 4.74 | 5.92 | -5.82 | -35.94% |
| 2023 | 13.70 | -4.90 | 2.69 | -0.46 | 0.48 | 6.16 | 6.62 | -4.38 | -6.28 | -5.41 | 16.24 | 6.17 | +31.53% |
| 2024 | 0.24 | 3.34 | 2.22 | -5.51 | 2.32 | 2.73 | 0.96 | 5.71 | 3.18 | -1.34 | - | - | - |
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 13.77% | 13.91% | 14.68% | 21.88% | 22.43% |
| Índice de Sharpe | 1.17 | 1.07 | 2.30 | -0.25 | 0.22 |
| El mes mejor | +6.17% | +5.71% | +16.24% | +16.24% | +17.17% |
| El mes peor | -5.51% | -5.51% | -5.51% | -11.57% | -15.62% |
| Pérdida máxima | -8.97% | -8.97% | -8.97% | -45.66% | -47.02% |
| Rendimiento superior | +1.36% | - | -2.64% | +4.21% | - |
Todas las cotizaciones en USD
Performance
| Año hasta la fecha | +14.27% | ||
|---|---|---|---|
| 6 Meses | +8.69% | ||
| Promedio móvil | +36.94% | ||
| 3 Años | -6.45% | ||
| 5 Años | +48.28% | ||
| 10 Años | - | ||
| Desde el principio | +94.72% | ||
| Año | |||
| 2023 | +31.53% | ||
| 2022 | -35.94% | ||
| 2021 | +0.59% | ||
| 2020 | +41.18% | ||
| 2019 | +25.52% | ||
| 2018 | -4.42% | ||
| 2017 | +27.89% | ||
