Invesco Comm.S&P US Select S.UE/ IE00BG7PP820 /
| NAV09/05/2024 | Diferencia+0.2520 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 69.8194USD | +0.36% | reinvestment | Equity ETF Stocks | Invesco IM ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018 | - | - | - | - | - | - | - | - | - | -5.23 | -0.99 | -7.55 | - |
| 2019 | 10.67 | 0.90 | 2.11 | 7.15 | -5.72 | 5.05 | 2.33 | -1.41 | 0.16 | 2.91 | 3.75 | 1.88 | +33.00% |
| 2020 | -0.04 | -6.33 | -12.01 | 13.25 | 5.90 | -0.36 | 6.81 | 8.49 | -5.54 | -0.94 | 10.05 | 4.01 | +22.19% |
| 2021 | -2.25 | 5.54 | 2.89 | 6.04 | -0.16 | 2.29 | 1.86 | 4.01 | -5.62 | 0.58 | -6.22 | 2.68 | +11.32% |
| 2022 | -6.09 | -7.09 | -0.41 | -14.62 | 2.85 | -9.22 | 2.33 | -3.07 | -12.31 | 1.20 | 6.59 | -5.70 | -38.72% |
| 2023 | 15.37 | -2.81 | 8.38 | 3.30 | 2.71 | 4.54 | 4.43 | -1.21 | -3.57 | -0.07 | 8.29 | 3.72 | +50.50% |
| 2024 | 6.71 | 5.08 | 3.46 | -4.99 | 4.27 | - | - | - | - | - | - | - | - |
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 15.83% | 14.58% | 15.28% | 21.86% | 22.99% |
| Índice de Sharpe | 2.84 | 3.44 | 2.42 | -0.08 | 0.26 |
| El mes mejor | +6.71% | +8.29% | +8.29% | +15.37% | +15.37% |
| El mes peor | -4.99% | -4.99% | -4.99% | -14.62% | -14.62% |
| Pérdida máxima | -6.24% | -6.24% | -7.43% | -47.63% | -47.63% |
| Rendimiento superior | +9.40% | - | +2.85% | +3.58% | - |
Todas las cotizaciones en USD
Performance
| Año hasta la fecha | +14.94% | ||
|---|---|---|---|
| 6 Meses | +23.85% | ||
| Promedio móvil | +40.72% | ||
| 3 Años | +6.36% | ||
| 5 Años | +60.25% | ||
| 10 Años | - | ||
| Desde el principio | +68.55% | ||
| Año | |||
| 2023 | +50.50% | ||
| 2022 | -38.72% | ||
| 2021 | +11.32% | ||
| 2020 | +22.19% | ||
| 2019 | +33.00% | ||
