iShares World Equity Index Fd.(LU)F2 USD/ LU0836515477 /
| NAV08/11/2024 | Diferencia+0.4600 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 353.1200USD | +0.13% | reinvestment | Equity Worldwide | BlackRock (LU) ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018 | - | - | -4.05 | 2.62 | 0.22 | 0.00 | 2.61 | 1.37 | 0.41 | -7.08 | 0.46 | -7.31 | - |
| 2019 | 7.32 | 3.63 | 0.89 | 3.61 | -5.58 | 6.24 | 1.54 | -2.56 | 1.82 | 2.52 | 3.06 | 2.63 | +27.39% |
| 2020 | 0.34 | -11.04 | -11.13 | 10.85 | 4.11 | 1.97 | 5.85 | 6.69 | -3.35 | -3.69 | 13.90 | 3.45 | +15.64% |
| 2021 | 0.33 | 1.84 | 3.04 | 5.09 | 1.30 | 1.21 | 2.05 | 2.17 | -3.19 | 4.39 | -0.43 | 2.79 | +22.33% |
| 2022 | -6.61 | -2.02 | 4.39 | -6.96 | -2.56 | -9.33 | 8.25 | -2.75 | -9.13 | 5.87 | 4.91 | -2.66 | -18.80% |
| 2023 | 6.50 | -1.38 | 2.31 | 1.70 | -0.09 | 5.75 | 3.39 | -1.92 | -3.88 | -4.04 | 9.38 | 5.47 | +24.60% |
| 2024 | 1.70 | 3.48 | 3.13 | -2.68 | 2.86 | 3.11 | 0.86 | 2.59 | 1.67 | -1.39 | 3.61 | - | - |
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 12.01% | 12.40% | 11.67% | 16.45% | 17.68% |
| Índice de Sharpe | 1.77 | 1.85 | 2.53 | 0.23 | 0.53 |
| El mes mejor | +5.47% | +3.61% | +9.38% | +9.38% | +13.90% |
| El mes peor | -2.68% | -1.39% | -2.68% | -9.33% | -11.13% |
| Pérdida máxima | -8.36% | -8.36% | -8.36% | -27.64% | -33.49% |
| Rendimiento superior | +0.05% | - | +1.19% | +14.69% | - |
Todas las cotizaciones en USD
Tramos
| Nombre | Tipo de beneficio | Prec. de rescate | Promedio móvil | 3 Años | |
|---|---|---|---|---|---|
| iShares World Equity Index Fd.(L... | reinvestment | 335.3600 | +32.11% | +31.95% | |
| iShares World Equity Index Fd.(L... | reinvestment | 272.7500 | +25.81% | +27.63% | |
| iShares World Equity Index Fd.(L... | reinvestment | 420.4100 | +31.93% | +31.44% | |
| iShares World Equity Index Fd.(L... | paying dividend | 343.9600 | +31.94% | +31.49% | |
| iShares World Equity Index Fd.(L... | reinvestment | 360.9800 | +32.84% | +22.54% | |
| iShares World Equity Index Fd.(L... | reinvestment | 353.1200 | +32.60% | +21.88% | |
| iShares World Equity Index Fd.(L... | reinvestment | 409.0500 | +31.85% | +31.15% | |
| iShares World Equity Index Fd.(L... | reinvestment | 200.6300 | +32.60% | +21.88% | |
| iShares World Equity Index Fd.(L... | reinvestment | 328.0900 | +31.86% | +31.18% | |
| iShares World Equity Index Fd.(L... | reinvestment | 191.1000 | +32.63% | +21.99% | |
| iShares World Equity Index Fd.(L... | reinvestment | 340.3800 | +32.20% | +20.79% | |
| iShares World Equity Index Fund ... | reinvestment | 138.4200 | +31.45% | - |
Performance
| Año hasta la fecha | +20.42% | ||
|---|---|---|---|
| 6 Meses | +12.34% | ||
| Promedio móvil | +32.60% | ||
| 3 Años | +21.88% | ||
| 5 Años | +79.75% | ||
| 10 Años | - | ||
| Desde el principio | +95.69% | ||
| Año | |||
| 2023 | +24.60% | ||
| 2022 | -18.80% | ||
| 2021 | +22.33% | ||
| 2020 | +15.64% | ||
| 2019 | +27.39% | ||
