Xtrackers MSCI USA Inform.Techn.U.E.1D/ IE00BGQYRS42 /
| NAV07/11/2024 | Diferencia+2.2016 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 114.2298USD | +1.97% | paying dividend | Equity ETF Stocks | DWS Investment SA ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2017 | - | - | - | - | - | - | - | - | - | 7.57 | 1.24 | 0.67 | - |
| 2018 | 7.05 | 0.07 | -3.74 | -0.02 | 7.10 | -0.28 | 2.10 | 7.24 | -0.09 | -8.45 | -2.07 | -9.25 | -1.99% |
| 2019 | 8.43 | 7.02 | 4.54 | 6.36 | -8.78 | 8.89 | 3.41 | -2.06 | 1.45 | 3.82 | 5.56 | 4.23 | +50.42% |
| 2020 | 3.99 | -7.39 | -9.06 | 13.97 | 7.70 | 7.34 | 5.95 | 11.25 | -4.56 | -4.89 | 11.96 | 5.50 | +45.82% |
| 2021 | -0.88 | 1.27 | 0.86 | 5.36 | -1.27 | 7.41 | 3.64 | 3.51 | -5.81 | 8.23 | 3.46 | 2.60 | +31.30% |
| 2022 | -7.46 | -4.64 | 3.23 | -11.77 | -1.71 | -9.45 | 13.47 | -5.79 | -12.01 | 7.67 | 5.34 | -8.38 | -30.09% |
| 2023 | 9.53 | 0.49 | 10.19 | 0.16 | 8.34 | 6.77 | 3.16 | -1.54 | -6.84 | -0.85 | 13.22 | 4.30 | +55.67% |
| 2024 | 3.68 | 6.40 | 1.95 | -5.56 | 9.28 | 9.23 | -2.18 | 1.33 | 2.52 | -0.84 | 6.59 | - | - |
Meses individuales: Dividendos no considerados
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 23.00% | 24.07% | 21.82% | 25.81% | 27.89% |
| Índice de Sharpe | 1.77 | 1.99 | 2.17 | 0.46 | 0.79 |
| El mes mejor | +9.28% | +9.28% | +13.22% | +13.47% | +13.97% |
| El mes peor | -5.56% | -2.18% | -5.56% | -12.01% | -12.01% |
| Pérdida máxima | -16.31% | -16.31% | -16.31% | -34.78% | -34.78% |
| Rendimiento superior | +13.74% | - | +27.50% | - | - |
Todas las cotizaciones en USD
Tramos
| Nombre | Tipo de beneficio | Prec. de rescate | Promedio móvil | 3 Años | |
|---|---|---|---|---|---|
| Xtrackers MSCI USA Information T... | reinvestment | 27.4370 | - | - | |
| Xtrackers MSCI USA Inform.Techn.... | paying dividend | 114.2298 | +50.33% | +51.47% |
Performance
| Año hasta la fecha | +36.16% | ||
|---|---|---|---|
| 6 Meses | +23.10% | ||
| Promedio móvil | +50.33% | ||
| 3 Años | +51.47% | ||
| 5 Años | +204.75% | ||
| 10 Años | - | ||
| Desde el principio | +358.89% | ||
| Año | |||
| 2023 | +55.67% | ||
| 2022 | -30.09% | ||
| 2021 | +31.30% | ||
| 2020 | +45.82% | ||
| 2019 | +50.42% | ||
| 2018 | -1.99% | ||
Dividendos
| 21/08/2024 | 0.22 USD |
| 21/02/2024 | 0.21 USD |
| 23/08/2023 | 0.22 USD |
| 08/02/2023 | 0.22 USD |
| 10/08/2022 | 0.20 USD |
| 27/04/2022 | 0.40 USD |
| 28/04/2021 | 0.44 USD |
| 13/05/2020 | 0.34 USD |
| 11/04/2019 | 0.25 USD |
| 09/04/2018 | 0.18 USD |
