iShares S&P 500 GBP H.U.E.A/ IE00B3Y8X563 /
| NAV31.10.2024 | Diff.-2.5259 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 129.2177GBP | -1.92% | thesaurierend | Aktien ETF Aktien | BlackRock AM (IE) ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | 2.26 | 2.01 | -0.95 | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 12.22% | 12.96% | 11.93% | 17.31% | 21.33% |
| Sharpe Ratio | 1.77 | 1.97 | 2.79 | 0.23 | 0.47 |
| Bester Monat | +5.30% | +4.85% | +8.67% | +9.12% | +12.52% |
| Schlechtester Monat | -4.17% | -4.17% | -4.17% | -9.73% | -12.89% |
| Maximaler Verlust | -8.43% | -8.43% | -8.43% | -25.98% | -36.73% |
| Outperformance | +0.69% | - | +1.46% | +4.36% | -43.18% |
Alle Kurse in GBP
Performance
| lfd. Jahr | +20.10% | ||
|---|---|---|---|
| 6 Monate | +13.50% | ||
| 1 Jahr | +36.31% | ||
| 3 Jahre | +22.37% | ||
| 5 Jahre | +84.97% | ||
| 10 Jahre | +179.63% | ||
| seit Beginn | +418.32% | ||
| Jahr | |||
| 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% | ||
