iShares S&P 500 Communication Sector UE/ IE00BDDRF478 /
| NAV14/01/2025 | Chg.-0.0743 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 10.9258USD | -0.68% | reinvestment | Equity ETF Stocks | BlackRock AM (IE) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018 | - | - | - | - | - | - | - | - | - | -5.79 | -0.66 | -7.29 | - |
| 2019 | 10.30 | 0.81 | 2.43 | 6.46 | -5.93 | 4.24 | 3.30 | -1.53 | 0.40 | 2.95 | 3.73 | 1.95 | +32.21% |
| 2020 | 0.87 | -6.33 | -12.12 | 13.74 | 5.99 | -0.50 | 6.69 | 9.40 | -6.77 | 0.62 | 9.68 | 3.19 | +23.45% |
| 2021 | -1.33 | 6.19 | 3.09 | 7.80 | -0.07 | 2.70 | 3.20 | 4.77 | -6.28 | 2.26 | -5.56 | 2.59 | +19.96% |
| 2022 | -6.18 | -7.00 | 0.37 | -15.17 | 2.27 | -8.42 | 2.98 | -3.60 | -12.23 | 0.43 | 6.80 | -6.87 | -39.44% |
| 2023 | 14.84 | -3.87 | 9.42 | 3.73 | 4.92 | 3.47 | 5.70 | -0.58 | -3.46 | -0.81 | 8.00 | 4.18 | +54.01% |
| 2024 | 5.77 | 4.46 | 4.29 | -3.06 | 6.47 | 3.65 | -2.81 | 1.72 | 4.44 | 2.20 | 5.35 | 1.00 | +38.40% |
| 2025 | -1.60 | - | - | - | - | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 12.07% | 15.56% | 15.68% | 22.86% | 23.84% |
| Sharpe ratio | -3.07 | 1.17 | 2.00 | 0.30 | 0.42 |
| Best month | +1.00% | +5.35% | +6.47% | +14.84% | +14.84% |
| Worst month | -1.60% | -2.81% | -3.06% | -15.17% | -15.17% |
| Maximum loss | -3.78% | -7.30% | -9.49% | -41.45% | -47.47% |
| Outperformance | +9.31% | - | +10.82% | - | - |
All quotes in USD
Performance
| YTD | -1.60% | ||
|---|---|---|---|
| 6 Months | +10.04% | ||
| 1 Year | +33.98% | ||
| 3 Years | +31.67% | ||
| 5 Years | +81.83% | ||
| 10 Years | - | ||
| Since start | +118.52% | ||
| Year | |||
| 2024 | +38.40% | ||
| 2023 | +54.01% | ||
| 2022 | -39.44% | ||
| 2021 | +19.96% | ||
| 2020 | +23.45% | ||
| 2019 | +32.21% | ||
