Invesco Mkt.p.ReEst.S&P US Se.Sec.UE/ IE00BYM8JD58 /
| NAV29/08/2024 | Var.-0.1005 | Type of yield | Focus sugli investimenti | Società d'investimento |
|---|---|---|---|---|
| 24.8894USD | -0.40% | reinvestment | Real Estate ETF Real Estate | Invesco IM ▶ |
Performance mensile
| gen | feb | mar | apr | mag | giu | lug | ago | set | ott | nov | dic | Totale | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | 4.72 | - | - | - | - | - |
Calculated values
| YTD | 6 mesi | 1 anno | 3 anni | 5 anni | |
|---|---|---|---|---|---|
| Volatilità | 16.36% | 16.24% | 18.20% | 20.69% | 24.56% |
| Indice di Sharpe | 0.65 | 1.32 | 0.88 | -0.19 | 0.06 |
| Mese migliore | +8.62% | +7.21% | +12.42% | +12.42% | +12.42% |
| Mese peggiore | -8.57% | -8.57% | -8.57% | -13.24% | -15.03% |
| Perdita massima | -11.12% | -10.50% | -13.11% | -34.77% | -38.76% |
| Outperformance | +19.11% | - | +8.69% | +40.46% | - |
Tutte le quotazioni in USD
Prestazione
| YTD | +9.12% | ||
|---|---|---|---|
| 6 mesi | +11.76% | ||
| 1 anno | +19.49% | ||
| 3 anni | -1.04% | ||
| 5 anni | +26.79% | ||
| 10 anni | - | ||
| Dall'inizio | +94.91% | ||
| Anno | |||
| 2023 | +11.59% | ||
| 2022 | -26.58% | ||
| 2021 | +45.45% | ||
| 2020 | -2.74% | ||
| 2019 | +28.21% | ||
| 2018 | -2.97% | ||
| 2017 | +9.94% | ||
