iShares S&P 500 Energy S.U.E.USD A/ IE00B42NKQ00 /
| NAV01/10/2024 | Var.+0.1986 | Type of yield | Focus sugli investimenti | Società d'investimento |
|---|---|---|---|---|
| 9.0943USD | +2.23% | reinvestment | Equity ETF Stocks | BlackRock AM (IE) ▶ |
Performance mensile
| gen | feb | mar | apr | mag | giu | lug | ago | set | ott | nov | dic | Totale | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | 2.23 | - | - | - |
Calculated values
| YTD | 6 mesi | 1 anno | 3 anni | 5 anni | |
|---|---|---|---|---|---|
| Volatilità | 17.17% | 17.79% | 18.06% | 26.60% | 35.92% |
| Indice di Sharpe | 0.62 | -0.73 | 0.06 | 0.74 | 0.30 |
| Mese migliore | +10.58% | +2.23% | +10.58% | +24.93% | +30.24% |
| Mese peggiore | -2.71% | -2.71% | -6.02% | -16.93% | -35.25% |
| Perdita massima | -13.11% | -13.11% | -13.11% | -26.31% | -60.74% |
| Outperformance | -3.24% | - | -2.83% | -4.56% | -9.04% |
Tutte le quotazioni in USD
Prestazione
| YTD | +10.26% | ||
|---|---|---|---|
| 6 mesi | -4.93% | ||
| 1 anno | +4.41% | ||
| 3 anni | +85.60% | ||
| 5 anni | +94.32% | ||
| 10 anni | - | ||
| Dall'inizio | +85.98% | ||
| Anno | |||
| 2023 | -1.92% | ||
| 2022 | +64.58% | ||
| 2021 | +53.92% | ||
| 2020 | -34.26% | ||
| 2019 | +10.99% | ||
| 2018 | -18.46% | ||
| 2017 | -1.59% | ||
| 2016 | +26.56% | ||
