iShares NASDAQ US BioT.U.E.USD A/ IE00BYXG2H39 /
| NAV01/10/2024 | Diferencia-0.0341 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 6.8793USD | -0.49% | reinvestment | Equity ETF Stocks | BlackRock AM (IE) ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2017 | - | - | - | - | - | - | - | - | - | - | 0.43 | 1.49 | - |
| 2018 | 7.13 | -5.48 | -1.24 | -2.94 | 4.75 | 1.24 | 6.11 | 4.99 | -0.18 | -14.65 | 4.72 | -11.27 | -9.22% |
| 2019 | 13.39 | 2.65 | -0.79 | -4.80 | -6.09 | 9.17 | -3.07 | -2.54 | -3.25 | 7.62 | 11.51 | 0.89 | +24.71% |
| 2020 | -5.62 | 0.34 | -5.33 | 14.98 | 8.47 | 1.64 | -1.72 | -1.09 | 1.91 | -3.75 | 11.16 | 4.52 | +25.91% |
| 2021 | 6.22 | -2.31 | -4.25 | 2.94 | -1.96 | 8.03 | -0.23 | 4.13 | -4.88 | -1.90 | -3.93 | -1.27 | -0.40% |
| 2022 | -11.87 | -3.99 | 4.30 | -9.76 | -1.19 | 1.05 | 4.09 | -1.00 | -2.39 | 8.88 | 5.91 | -2.98 | -10.53% |
| 2023 | 3.47 | -6.43 | 1.29 | 1.47 | -2.63 | 0.14 | 1.28 | -0.28 | -3.88 | -6.57 | 4.95 | 12.84 | +4.22% |
| 2024 | 0.34 | 1.07 | 0.08 | -6.06 | 5.84 | 3.32 | 6.54 | 0.86 | -2.28 | -0.49 | - | - | - |
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 16.54% | 16.64% | 17.77% | 21.52% | 24.17% |
| Índice de Sharpe | 0.54 | 1.10 | 1.07 | -0.21 | 0.25 |
| El mes mejor | +12.84% | +6.54% | +12.84% | +12.84% | +14.98% |
| El mes peor | -6.06% | -6.06% | -6.57% | -11.87% | -11.87% |
| Pérdida máxima | -11.59% | -7.20% | -11.59% | -34.97% | -38.25% |
| Rendimiento superior | +5.23% | - | +2.56% | -8.24% | - |
Todas las cotizaciones en USD
Tramos
| Nombre | Tipo de beneficio | Prec. de rescate | Promedio móvil | 3 Años | |
|---|---|---|---|---|---|
| iShares NASDAQ US BioT.U.E.USD D | paying dividend | 6.8846 | +22.17% | -3.82% | |
| iShares NASDAQ US BioT.U.E.USD A | reinvestment | 6.8793 | +22.26% | -3.80% |
Performance
| Año hasta la fecha | +8.95% | ||
|---|---|---|---|
| 6 Meses | +10.27% | ||
| Promedio móvil | +22.26% | ||
| 3 Años | -3.80% | ||
| 5 Años | +56.70% | ||
| 10 Años | - | ||
| Desde el principio | +37.86% | ||
| Año | |||
| 2023 | +4.22% | ||
| 2022 | -10.53% | ||
| 2021 | -0.40% | ||
| 2020 | +25.91% | ||
| 2019 | +24.71% | ||
| 2018 | -9.22% | ||
