GS ActiveBeta US L.Cap Eq.UE USD/ IE00BJ5CNR11 /
| NAV05/06/2024 | Diferencia+0.8980 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 73.5910USD | +1.24% | reinvestment | Equity ETF Stocks | Goldman Sachs AM ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2019 | - | - | - | - | - | - | - | - | - | 1.93 | 3.62 | 2.60 | - |
| 2020 | 0.36 | -7.99 | -12.18 | 12.56 | 5.30 | 1.56 | 6.02 | 6.40 | -3.44 | -2.65 | 10.36 | 3.74 | +18.52% |
| 2021 | -0.76 | 1.65 | 3.76 | 5.20 | 0.55 | 3.13 | 2.59 | 2.99 | -5.16 | 6.70 | -0.66 | 4.56 | +26.79% |
| 2022 | -6.07 | -3.26 | 3.19 | -8.08 | -0.02 | -7.24 | 7.95 | -3.99 | -9.04 | 8.32 | 5.47 | -5.77 | -18.89% |
| 2023 | 5.93 | -2.20 | 3.23 | 1.36 | -0.23 | 6.62 | 3.09 | -1.64 | -4.61 | -2.10 | 8.90 | 4.82 | +24.63% |
| 2024 | 1.89 | 5.39 | 3.29 | -4.52 | 4.54 | 1.32 | - | - | - | - | - | - | - |
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 11.03% | 10.87% | 11.00% | 16.83% | -% |
| Índice de Sharpe | 2.48 | 3.12 | 2.07 | 0.31 | - |
| El mes mejor | +5.39% | +5.39% | +8.90% | +8.90% | +12.56% |
| El mes peor | -4.52% | -4.52% | -4.61% | -9.04% | -12.18% |
| Pérdida máxima | -5.53% | -5.53% | -9.78% | -25.01% | - |
| Rendimiento superior | +3.51% | - | +1.89% | - | - |
Todas las cotizaciones en USD
Performance
| Año hasta la fecha | +12.18% | ||
|---|---|---|---|
| 6 Meses | +17.28% | ||
| Promedio móvil | +26.49% | ||
| 3 Años | +29.14% | ||
| 5 Años | - | ||
| 10 Años | - | ||
| Desde el principio | +83.98% | ||
| Año | |||
| 2023 | +24.63% | ||
| 2022 | -18.89% | ||
| 2021 | +26.79% | ||
| 2020 | +18.52% | ||
