Invesco Financials S&P US Select Sector UCITS ETF Acc/ IE00B42Q4896 /
NAV13/01/2025 | Diferencia+2.5163 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
---|---|---|---|---|
368.7810USD | +0.69% | reinvestment | Equity ETF Stocks | Invesco IM ▶ |
Rendimiento mensual
ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2010 | -1.45 | 3.48 | 8.82 | 1.31 | -9.21 | -5.92 | 6.63 | -7.86 | 6.04 | 1.40 | -0.77 | 10.67 | +11.40% |
2011 | 2.79 | 2.80 | -2.64 | 0.16 | -3.48 | -2.86 | -3.66 | -9.65 | -11.48 | 14.24 | -4.86 | 1.70 | -17.72% |
2012 | 8.03 | 4.92 | 7.44 | -2.44 | -9.22 | 4.97 | 0.10 | 3.14 | 3.37 | 1.87 | -0.91 | 4.66 | +27.65% |
2013 | 5.89 | 1.20 | 3.77 | 2.73 | 5.99 | -1.70 | 5.33 | -5.10 | 2.69 | 3.22 | 4.48 | 2.10 | +34.50% |
2014 | -3.67 | 3.05 | 3.15 | -1.59 | 1.36 | 2.34 | -1.50 | 4.15 | -0.46 | 2.90 | 2.23 | 1.73 | +14.22% |
2015 | -6.95 | 5.77 | -0.70 | 0.13 | 1.75 | -0.38 | 3.06 | -6.84 | -3.06 | 6.17 | 1.82 | -2.22 | -2.41% |
2016 | -8.90 | -3.00 | 7.26 | 3.35 | 1.97 | -3.26 | 3.50 | 3.76 | -2.77 | 2.25 | 13.87 | 3.85 | +22.02% |
2017 | 0.19 | 5.15 | -2.81 | -0.88 | -1.27 | 6.38 | 1.68 | -1.67 | 5.10 | 2.89 | 3.44 | 1.92 | +21.50% |
2018 | 6.43 | -2.83 | -4.36 | -0.41 | -0.96 | -1.95 | 5.24 | 1.34 | -2.26 | -4.77 | 2.75 | -11.32 | -13.47% |
2019 | 8.79 | 2.38 | -2.64 | 8.97 | -7.21 | 6.70 | 2.41 | -4.89 | 4.60 | 2.38 | 5.00 | 2.65 | +31.50% |
2020 | -2.62 | -11.22 | -21.35 | 9.53 | 2.66 | -0.36 | 3.72 | 4.25 | -3.52 | -0.86 | 16.87 | 6.23 | -2.20% |
2021 | -1.72 | 11.46 | 5.76 | 6.54 | 4.76 | -3.00 | -0.47 | 5.10 | -1.88 | 7.26 | -5.71 | 3.29 | +34.48% |
2022 | 0.02 | -1.38 | -0.22 | -9.90 | 2.70 | -10.94 | 7.17 | -2.05 | -7.80 | 11.95 | 7.00 | -5.27 | -10.93% |
2023 | 6.83 | -2.33 | -9.59 | 3.15 | -4.35 | 6.66 | 4.82 | -2.69 | -3.16 | -2.50 | 10.87 | 5.36 | +11.66% |
2024 | 3.01 | 4.12 | 4.75 | -4.21 | 3.12 | -0.92 | 6.43 | 4.48 | -0.58 | 2.65 | 10.25 | -5.47 | +30.05% |
2025 | -1.38 | - | - | - | - | - | - | - | - | - | - | - | - |
Valores estimados
Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
---|---|---|---|---|---|
Volatilidad | 14.33% | 16.68% | 14.00% | 18.50% | 26.11% |
Índice de Sharpe | -2.45 | 1.32 | 1.91 | 0.20 | 0.31 |
El mes mejor | -1.38% | +10.25% | +10.25% | +11.95% | +16.87% |
El mes peor | -5.47% | -5.47% | -5.47% | -10.94% | -21.35% |
Pérdida máxima | -2.63% | -7.41% | -7.41% | -25.79% | -43.03% |
Rendimiento superior | +8.96% | - | +17.62% | +30.02% | +66.36% |
Todas las cotizaciones en USD
Performance
Año hasta la fecha | -1.38% | ||
---|---|---|---|
6 Meses | +11.64% | ||
Promedio móvil | +29.25% | ||
3 Años | +20.79% | ||
5 Años | +67.00% | ||
10 Años | +186.21% | ||
Desde el principio | +400.52% | ||
Año | |||
2024 | +30.05% | ||
2023 | +11.66% | ||
2022 | -10.93% | ||
2021 | +34.48% | ||
2020 | -2.20% | ||
2019 | +31.50% | ||
2018 | -13.47% | ||
2017 | +21.50% | ||
2016 | +22.02% |