Invesco Mkt.p.ReEst.S&P US Se.Sec.UE/ IE00BYM8JD58 /
| NAV07.11.2024 | Diff.+0,2944 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 25,0668USD | +1,19% | thesaurierend | Immobilien ETF Immobilien | Invesco IM ▶ |
Monatliche Performance
| Jän | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2016 | - | - | 10,51 | -2,19 | 1,54 | 6,27 | 2,92 | -3,65 | -1,44 | -5,50 | -3,16 | 4,28 | - |
| 2017 | -0,14 | 4,66 | -1,13 | 0,07 | 0,60 | 1,87 | 1,11 | 1,10 | -1,48 | 0,72 | 2,91 | -0,63 | +9,94% |
| 2018 | -1,90 | -6,83 | 3,73 | -0,67 | 2,15 | 4,34 | 1,07 | 2,43 | -2,74 | -1,69 | 5,60 | -7,53 | -2,97% |
| 2019 | 10,75 | 1,06 | 4,89 | -0,50 | 1,12 | 1,65 | 1,74 | 4,80 | 0,87 | -0,10 | -1,77 | 1,18 | +28,21% |
| 2020 | 1,42 | -6,36 | -15,03 | 9,45 | 1,84 | 1,41 | 3,96 | 0,00 | -2,09 | -3,34 | 6,91 | 1,38 | -2,74% |
| 2021 | 0,52 | 1,51 | 6,71 | 8,25 | 1,20 | 3,11 | 4,59 | 2,80 | -6,32 | 7,55 | -0,90 | 10,17 | +45,45% |
| 2022 | -8,51 | -4,95 | 7,68 | -3,57 | -5,05 | -7,00 | 8,51 | -5,65 | -13,24 | 2,03 | 6,86 | -4,93 | -26,58% |
| 2023 | 9,88 | -5,97 | -1,52 | 0,96 | -4,57 | 5,49 | 1,23 | -3,04 | -7,33 | -2,86 | 12,42 | 8,62 | +11,59% |
| 2024 | -4,78 | 2,53 | 1,71 | -8,57 | 5,07 | 1,88 | 7,21 | 5,75 | 3,22 | -3,31 | -0,08 | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 15,97% | 14,73% | 16,81% | 20,70% | 24,62% |
| Sharpe Ratio | 0,54 | 2,28 | 1,57 | -0,19 | 0,10 |
| Bester Monat | +8,62% | +7,21% | +12,42% | +12,42% | +12,42% |
| Schlechtester Monat | -8,57% | -3,31% | -8,57% | -13,24% | -15,03% |
| Maximaler Verlust | -11,12% | -5,33% | -11,27% | -34,77% | -38,76% |
| Outperformance | +19,11% | - | +8,69% | +40,46% | - |
Alle Kurse in USD
Performance
| lfd. Jahr | +9,89% | ||
|---|---|---|---|
| 6 Monate | +17,03% | ||
| 1 Jahr | +29,41% | ||
| 3 Jahre | -2,50% | ||
| 5 Jahre | +31,45% | ||
| 10 Jahre | - | ||
| seit Beginn | +96,29% | ||
| Jahr | |||
| 2023 | +11,59% | ||
| 2022 | -26,58% | ||
| 2021 | +45,45% | ||
| 2020 | -2,74% | ||
| 2019 | +28,21% | ||
| 2018 | -2,97% | ||
| 2017 | +9,94% | ||
