iShares World Equity Index Fd.(LU)X2 USD/ LU0826442534 /
| NAV30/08/2024 | Chg.+0.7100 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 347.3900USD | +0.20% | reinvestment | Equity Worldwide | BlackRock (LU) ▶ |
Performance mensuelle
| janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2020 | - | - | - | - | - | - | - | 6.70 | -3.34 | -3.67 | 13.92 | 3.47 | - |
| 2021 | 0.35 | 1.85 | 3.06 | 5.10 | 1.31 | 1.23 | 2.06 | 2.18 | -3.18 | 4.41 | -0.41 | 2.81 | +22.54% |
| 2022 | -6.59 | -2.01 | 4.40 | -6.95 | -2.54 | -9.32 | 8.26 | -2.74 | -9.12 | 5.88 | 4.93 | -2.64 | -18.66% |
| 2023 | 6.52 | -1.36 | 2.33 | 1.71 | -0.07 | 5.76 | 3.41 | -1.90 | -3.86 | -4.03 | 9.40 | 5.48 | +24.83% |
| 2024 | 1.71 | 3.49 | 3.15 | -2.66 | 2.88 | 3.12 | 0.88 | 2.61 | - | - | - | - | - |
Valeurs calculées
| CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
|---|---|---|---|---|---|
| Volatilité | 12.51% | 13.31% | 12.38% | 16.47% | -% |
| Ratio de Sharpe | 1.74 | 1.35 | 1.63 | 0.20 | - |
| Le meilleur mois | +5.48% | +3.49% | +9.40% | +9.40% | +13.92% |
| Le plus défavorable mois | -2.66% | -2.66% | -4.03% | -9.32% | -9.32% |
| Perte maximale | -8.35% | -8.35% | -8.35% | -27.54% | - |
| Surperformance | +1.45% | - | -0.40% | - | - |
Toutes les cotations dans USD
Tranches
| Nom | Type de rendement | Prix de rachat | 1 An | 3 Ans | |
|---|---|---|---|---|---|
| iShares World Equity Index Fd.(L... | reinvestment | 313.2200 | +22.24% | +29.80% | |
| iShares World Equity Index Fd.(L... | reinvestment | 258.4500 | +19.68% | +26.81% | |
| iShares World Equity Index Fd.(L... | reinvestment | 392.7500 | +22.07% | +29.28% | |
| iShares World Equity Index Fd.(L... | paying dividend | 323.6800 | +22.09% | +29.34% | |
| iShares World Equity Index Fd.(L... | reinvestment | 347.3900 | +23.73% | +21.95% | |
| iShares World Equity Index Fd.(L... | reinvestment | 339.9400 | +23.51% | +21.29% | |
| iShares World Equity Index Fd.(L... | reinvestment | 382.1800 | +21.99% | +29.01% | |
| iShares World Equity Index Fd.(L... | reinvestment | 193.1500 | +23.51% | +21.29% | |
| iShares World Equity Index Fd.(L... | reinvestment | 306.5400 | +22.00% | +29.04% | |
| iShares World Equity Index Fd.(L... | reinvestment | 183.9600 | +23.54% | +21.40% | |
| iShares World Equity Index Fd.(L... | reinvestment | 327.8700 | +23.13% | +20.20% | |
| iShares World Equity Index Fund ... | reinvestment | 129.4000 | +21.62% | - |
Performance
| CAD | +16.06% | ||
|---|---|---|---|
| 6 Mois | +10.25% | ||
| 1 An | +23.73% | ||
| 3 Ans | +21.95% | ||
| 5 Ans | - | ||
| 10 ans | - | ||
| Depuis le début | +67.10% | ||
| Année | |||
| 2023 | +24.83% | ||
| 2022 | -18.66% | ||
| 2021 | +22.54% | ||
