iShares S&P 500 Communication Sector UE/ IE00BDDRF478 /
| NAV08/11/2024 | Diferencia-0.0529 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 10.7885USD | -0.49% | reinvestment | Equity ETF Stocks | BlackRock AM (IE) ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | 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 | 3.38 | - | - |
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 15.55% | 14.12% | 15.08% | 22.87% | 23.71% |
| Índice de Sharpe | 2.48 | 2.14 | 2.78 | 0.14 | 0.46 |
| El mes mejor | +6.47% | +6.47% | +8.00% | +14.84% | +14.84% |
| El mes peor | -3.06% | -2.81% | -3.06% | -15.17% | -15.17% |
| Pérdida máxima | -9.49% | -9.49% | -9.49% | -45.53% | -47.47% |
| Rendimiento superior | +9.31% | - | +10.82% | - | - |
Todas las cotizaciones en USD
Performance
| Año hasta la fecha | +34.47% | ||
|---|---|---|---|
| 6 Meses | +15.58% | ||
| Promedio móvil | +44.89% | ||
| 3 Años | +20.10% | ||
| 5 Años | +92.56% | ||
| 10 Años | - | ||
| Desde el principio | +115.77% | ||
| Año | |||
| 2023 | +54.01% | ||
| 2022 | -39.44% | ||
| 2021 | +19.96% | ||
| 2020 | +23.45% | ||
| 2019 | +32.21% | ||
