iShares Edge MSCI World Momentum Factor UCITS ETF USD (Acc)/ IE00BP3QZ825 /
NAV22/08/2024 | Diferencia-0.6445 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
---|---|---|---|---|
77.7310USD | -0.82% | reinvestment | Equity Worldwide | BlackRock AM (IE) ▶ |
Rendimiento mensual
ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2014 | - | - | - | - | - | - | - | - | - | - | 3.17 | -0.99 | - |
2015 | -0.23 | 5.22 | -0.88 | 0.18 | 1.95 | -1.66 | 3.19 | -6.64 | -3.69 | 6.91 | 0.15 | 0.00 | +3.83% |
2016 | -4.32 | -1.31 | 5.51 | 0.19 | 2.00 | 2.72 | 2.75 | -2.75 | 0.71 | -2.98 | 0.43 | 1.47 | +4.06% |
2017 | 3.54 | 2.36 | 2.14 | 1.87 | 4.21 | 0.22 | 3.11 | 1.43 | 2.53 | 4.54 | 1.87 | 0.30 | +31.90% |
2018 | 8.04 | -1.64 | -3.34 | 1.10 | 2.82 | -0.38 | 2.20 | 4.47 | 0.95 | -9.89 | 1.43 | -7.41 | -2.98% |
2019 | 6.32 | 3.67 | 2.59 | 3.21 | -3.66 | 6.31 | 1.00 | 0.05 | -0.83 | 1.25 | 2.55 | 2.46 | +27.44% |
2020 | 2.60 | -7.18 | -10.21 | 10.17 | 5.74 | 4.60 | 6.65 | 6.60 | -2.24 | -3.56 | 9.84 | 4.27 | +27.90% |
2021 | 0.74 | -0.63 | 0.21 | 6.78 | -1.06 | 1.10 | 1.64 | 3.16 | -3.73 | 7.50 | -3.08 | 1.44 | +14.31% |
2022 | -7.74 | -2.16 | 4.42 | -11.32 | -0.14 | -7.58 | 4.38 | -2.56 | -7.35 | 9.93 | 5.35 | -2.45 | -17.87% |
2023 | 1.07 | -3.23 | 0.88 | 2.89 | -4.84 | 6.37 | 2.40 | -1.30 | -4.13 | -1.82 | 9.29 | 4.42 | +11.56% |
2024 | 5.55 | 8.99 | 4.20 | -3.98 | 5.66 | 3.57 | -1.19 | 1.36 | - | - | - | - | - |
Valores estimados
Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
---|---|---|---|---|---|
Volatilidad | 17.36% | 18.47% | 15.54% | 16.85% | 19.75% |
Índice de Sharpe | 2.32 | 1.00 | 2.28 | 0.15 | 0.45 |
El mes mejor | +8.99% | +8.99% | +9.29% | +9.93% | +10.17% |
El mes peor | -3.98% | -3.98% | -4.13% | -11.32% | -11.32% |
Pérdida máxima | -14.12% | -14.12% | -14.12% | -29.79% | -31.48% |
Rendimiento superior | +15.69% | - | +15.85% | +31.25% | +50.16% |
Todas las cotizaciones en USD
Performance
Año hasta la fecha | +26.13% | ||
---|---|---|---|
6 Meses | +10.45% | ||
Promedio móvil | +39.02% | ||
3 Años | +19.57% | ||
5 Años | +78.90% | ||
10 Años | - | ||
Desde el principio | +209.44% | ||
Año | |||
2023 | +11.56% | ||
2022 | -17.87% | ||
2021 | +14.31% | ||
2020 | +27.90% | ||
2019 | +27.44% | ||
2018 | -2.98% | ||
2017 | +31.90% | ||
2016 | +4.06% | ||
2015 | +3.83% |