iShares S&P 500 GBP H.U.E.A/ IE00B3Y8X563 /
| NAV8/22/2024 | Chg.-1.1335 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 126.1623GBP | -0.89% | reinvestment | Equity ETF Stocks | BlackRock AM (IE) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2010 | - | - | - | - | - | - | - | - | - | 3.73 | -0.04 | 6.58 | - |
| 2011 | 2.29 | 3.26 | 0.00 | 2.82 | -1.17 | -1.79 | -2.00 | -5.52 | -7.36 | 10.52 | -0.29 | 0.98 | +0.62% |
| 2012 | 4.37 | 4.22 | 3.25 | -0.67 | -6.37 | 3.97 | 1.36 | 2.13 | 2.50 | -1.91 | 0.51 | 0.83 | +14.54% |
| 2013 | 5.23 | 1.38 | 3.69 | 1.82 | 2.38 | -1.37 | 5.04 | -2.87 | 2.96 | 4.59 | 2.95 | 2.45 | +31.78% |
| 2014 | -3.51 | 4.43 | 0.81 | 0.71 | 2.29 | 1.99 | -1.41 | 4.00 | -1.51 | 2.48 | 2.68 | -0.30 | +13.07% |
| 2015 | -3.15 | 5.54 | -1.70 | 0.86 | 1.23 | -1.87 | 2.06 | -6.17 | -2.59 | 8.19 | 0.25 | -1.72 | +0.11% |
| 2016 | -5.26 | -0.20 | 6.50 | 0.34 | 1.71 | 0.14 | 3.65 | 0.02 | -0.12 | -2.00 | 3.46 | 1.84 | +10.03% |
| 2017 | 1.71 | 3.91 | -0.02 | 0.87 | 1.28 | 0.46 | 1.91 | 0.14 | 1.86 | 2.23 | 2.85 | 0.96 | +19.65% |
| 2018 | 5.31 | -3.94 | -2.65 | 0.26 | 2.24 | 0.43 | 3.59 | 3.10 | 0.40 | -7.16 | 1.84 | -9.25 | -6.72% |
| 2019 | 7.51 | 2.97 | 1.77 | 3.86 | -6.76 | 6.81 | 1.33 | -1.81 | 1.69 | 1.87 | 3.49 | 2.76 | +27.74% |
| 2020 | -0.15 | -8.65 | -12.89 | 12.52 | 4.80 | 1.94 | 5.12 | 7.21 | -4.21 | -2.70 | 10.56 | 3.67 | +15.00% |
| 2021 | -1.06 | 2.70 | 4.36 | 5.28 | 0.67 | 2.37 | 2.32 | 3.01 | -4.78 | 6.86 | -0.78 | 4.32 | +27.70% |
| 2022 | -5.24 | -3.01 | 3.71 | -9.23 | 0.16 | -8.66 | 9.12 | -4.30 | -9.73 | 7.77 | 5.31 | -5.89 | -20.30% |
| 2023 | 6.03 | -2.57 | 3.48 | 1.43 | 0.35 | 6.35 | 3.10 | -1.66 | -5.01 | -2.17 | 8.67 | 4.44 | +23.73% |
| 2024 | 1.63 | 5.30 | 3.18 | -4.17 | 4.85 | 3.57 | 1.16 | 0.88 | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 12.31% | 12.75% | 12.31% | 17.31% | 21.34% |
| Sharpe ratio | 2.01 | 1.34 | 1.92 | 0.21 | 0.46 |
| Best month | +5.30% | +5.30% | +8.67% | +9.12% | +12.52% |
| Worst month | -4.17% | -4.17% | -5.01% | -9.73% | -12.89% |
| Maximum loss | -8.43% | -8.43% | -8.95% | -25.98% | -36.73% |
| Outperformance | +0.69% | - | +1.46% | +4.36% | -43.18% |
All quotes in GBP
Performance
| YTD | +17.26% | ||
|---|---|---|---|
| 6 Months | +9.79% | ||
| 1 Year | +27.15% | ||
| 3 Years | +22.99% | ||
| 5 Years | +87.27% | ||
| 10 Years | +177.77% | ||
| Since start | +406.07% | ||
| Year | |||
| 2023 | +23.73% | ||
| 2022 | -20.30% | ||
| 2021 | +27.70% | ||
| 2020 | +15.00% | ||
| 2019 | +27.74% | ||
| 2018 | -6.72% | ||
| 2017 | +19.65% | ||
| 2016 | +10.03% | ||
| 2015 | +0.11% | ||
