iShares S&P 500 Energy S.U.E.USD A/ IE00B42NKQ00 /
| NAV31.10.2024 | Diff.+0,0622 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 8,9636USD | +0,70% | thesaurierend | Aktien ETF Aktien | BlackRock AM (IE) ▶ |
Monatliche Performance
| Jän | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2015 | - | - | - | - | - | - | - | - | - | - | - | -9,86 | - |
| 2016 | -3,13 | -1,84 | 9,15 | 8,82 | -0,79 | 3,19 | -1,93 | 1,18 | 2,92 | -2,84 | 8,37 | 1,80 | +26,56% |
| 2017 | -3,53 | -2,38 | -0,94 | -3,02 | -3,51 | -0,20 | 2,63 | -5,33 | 9,79 | -0,76 | 1,72 | 4,89 | -1,59% |
| 2018 | 3,76 | -10,88 | 1,55 | 9,35 | 2,97 | 0,68 | 1,52 | -3,48 | 2,58 | -11,22 | -1,70 | -12,67 | -18,46% |
| 2019 | 10,99 | 2,38 | 2,13 | 0,19 | -11,34 | 9,38 | -1,95 | -8,15 | 3,90 | -2,50 | 1,71 | 6,09 | +10,99% |
| 2020 | -11,09 | -14,70 | -35,25 | 30,24 | 1,86 | -1,22 | -4,92 | -1,29 | -14,43 | -4,60 | 27,71 | 4,40 | -34,26% |
| 2021 | 3,92 | 22,61 | 2,60 | 0,69 | 5,72 | 4,55 | -8,28 | -2,26 | 9,70 | 10,11 | -5,16 | 3,02 | +53,92% |
| 2022 | 19,18 | 6,90 | 8,91 | -1,55 | 15,90 | -16,93 | 9,67 | 2,71 | -9,38 | 24,93 | 1,17 | -3,00 | +64,58% |
| 2023 | 2,85 | -7,17 | -0,25 | 3,25 | -10,16 | 6,59 | 7,45 | 1,65 | 2,66 | -6,02 | -1,11 | -0,06 | -1,92% |
| 2024 | -0,41 | 3,08 | 10,58 | -0,79 | -0,49 | -1,31 | 2,09 | -1,81 | -2,71 | 0,76 | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 17,19% | 18,35% | 17,34% | 26,48% | 35,89% |
| Sharpe Ratio | 0,44 | -0,54 | 0,25 | 0,60 | 0,30 |
| Bester Monat | +10,58% | +2,09% | +10,58% | +24,93% | +30,24% |
| Schlechtester Monat | -2,71% | -2,71% | -6,02% | -16,93% | -35,25% |
| Maximaler Verlust | -13,11% | -10,27% | -13,11% | -26,31% | -60,74% |
| Outperformance | -3,24% | - | -2,83% | -4,56% | -9,04% |
Alle Kurse in USD
Performance
| lfd. Jahr | +8,67% | ||
|---|---|---|---|
| 6 Monate | -3,50% | ||
| 1 Jahr | +7,40% | ||
| 3 Jahre | +68,49% | ||
| 5 Jahre | +91,53% | ||
| 10 Jahre | - | ||
| seit Beginn | +83,30% | ||
| Jahr | |||
| 2023 | -1,92% | ||
| 2022 | +64,58% | ||
| 2021 | +53,92% | ||
| 2020 | -34,26% | ||
| 2019 | +10,99% | ||
| 2018 | -18,46% | ||
| 2017 | -1,59% | ||
| 2016 | +26,56% | ||
