iShares World Equity Index Fd.(LU)D2 EUR/ LU0875157702 /
| NAV04.10.2024 | Diff.+3.0100 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 389.7000EUR | +0.78% | thesaurierend | Aktien weltweit | BlackRock (LU) ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2013 | - | 3.44 | 4.47 | 0.19 | 2.73 | -3.91 | 3.97 | -2.01 | 2.09 | 3.43 | 2.03 | -0.03 | +17.33% |
| 2014 | -1.61 | 3.13 | 0.22 | 0.04 | 3.91 | 1.64 | 1.14 | 2.82 | 1.77 | 1.36 | 2.62 | 1.69 | +20.27% |
| 2015 | 5.30 | 6.27 | 2.77 | -1.49 | 2.14 | -4.34 | 2.39 | -7.83 | -3.68 | 9.82 | 3.97 | -4.37 | +9.85% |
| 2016 | -6.84 | 0.10 | 1.78 | 0.94 | 3.51 | -2.08 | 4.46 | 0.81 | -0.67 | 0.79 | 5.15 | 2.64 | +10.50% |
| 2017 | -0.13 | 4.62 | 0.36 | -0.55 | -1.05 | -0.92 | -0.62 | -1.06 | 2.61 | 3.55 | -0.27 | 1.07 | +7.67% |
| 2018 | 2.84 | -2.75 | -4.95 | 4.77 | 3.78 | 0.06 | 2.07 | 1.96 | 0.89 | -4.94 | 0.28 | -8.09 | -4.87% |
| 2019 | 6.93 | 4.50 | 2.28 | 3.65 | -5.03 | 4.14 | 3.74 | -1.72 | 3.15 | 0.32 | 4.37 | 0.64 | +29.84% |
| 2020 | 1.77 | -10.27 | -11.02 | 11.82 | 1.68 | 1.16 | 0.34 | 5.75 | -1.45 | -3.56 | 10.92 | 1.15 | +5.74% |
| 2021 | 1.32 | 2.00 | 6.42 | 2.13 | 0.55 | 3.71 | 1.98 | 2.65 | -1.19 | 4.08 | 1.66 | 3.13 | +32.21% |
| 2022 | -5.33 | -2.34 | 5.65 | -2.05 | -4.19 | -6.75 | 10.90 | -1.18 | -7.00 | 4.65 | -0.08 | -5.45 | -13.86% |
| 2023 | 4.92 | 0.59 | -0.10 | 0.75 | 2.88 | 3.40 | 2.27 | -0.20 | -1.43 | -4.25 | 6.31 | 3.92 | +20.27% |
| 2024 | 3.45 | 3.79 | 3.61 | -1.84 | 1.34 | 4.74 | -0.48 | 0.44 | 0.83 | 1.13 | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 11.77% | 13.24% | 11.38% | 14.23% | 16.12% |
| Sharpe Ratio | 1.82 | 0.84 | 2.13 | 0.51 | 0.61 |
| Bester Monat | +4.74% | +4.74% | +6.31% | +10.90% | +11.82% |
| Schlechtester Monat | -1.84% | -1.84% | -4.25% | -7.00% | -11.02% |
| Maximaler Verlust | -9.12% | -9.12% | -9.12% | -16.82% | -33.55% |
| Outperformance | +1.13% | - | +1.54% | +21.52% | - |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| iShares World Equity Index Fd.(L... | thesaurierend | 319.4400 | +27.72% | +35.68% | |
| iShares World Equity Index Fd.(L... | thesaurierend | 261.9800 | +23.43% | +32.43% | |
| iShares World Equity Index Fd.(L... | thesaurierend | 400.5000 | +27.55% | +35.16% | |
| iShares World Equity Index Fd.(L... | ausschüttend | 327.6700 | +27.56% | +35.20% | |
| iShares World Equity Index Fd.(L... | thesaurierend | 351.0100 | +33.39% | +28.04% | |
| iShares World Equity Index Fd.(L... | thesaurierend | 343.4300 | +33.15% | +27.35% | |
| iShares World Equity Index Fd.(L... | thesaurierend | 389.7000 | +27.47% | +34.86% | |
| iShares World Equity Index Fd.(L... | thesaurierend | 195.1300 | +33.15% | +27.35% | |
| iShares World Equity Index Fd.(L... | thesaurierend | 312.5800 | +27.48% | +34.90% | |
| iShares World Equity Index Fd.(L... | thesaurierend | 185.8500 | +33.19% | +27.46% | |
| iShares World Equity Index Fd.(L... | thesaurierend | 331.1300 | +32.75% | +26.21% | |
| iShares World Equity Index Fund ... | thesaurierend | 131.9100 | +27.08% | - |
Performance
| lfd. Jahr | +18.13% | ||
|---|---|---|---|
| 6 Monate | +6.99% | ||
| 1 Jahr | +27.47% | ||
| 3 Jahre | +34.86% | ||
| 5 Jahre | +84.46% | ||
| 10 Jahre | +192.41% | ||
| seit Beginn | +289.70% | ||
| Jahr | |||
| 2023 | +20.27% | ||
| 2022 | -13.86% | ||
| 2021 | +32.21% | ||
| 2020 | +5.74% | ||
| 2019 | +29.84% | ||
| 2018 | -4.87% | ||
| 2017 | +7.67% | ||
| 2016 | +10.50% | ||
| 2015 | +9.85% | ||
