Invesco Dow Jones US Insurance UCITS ETF Acc/ IE0007UJ6IE0 /
| NAV7/11/2025 | Chg.-0.0717 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 7.6441USD | -0.93% | reinvestment | ETF ETF Stocks | Invesco IM ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | - | - | - | - | - | - | - | 0.11 | 1.17 | 2.52 | 5.82 | 1.05 | - |
| 2024 | 6.69 | 4.09 | 5.73 | -4.90 | 4.74 | -3.16 | 6.81 | 6.57 | 0.79 | -2.28 | 9.28 | -7.89 | +27.81% |
| 2025 | 1.89 | 5.54 | 1.92 | -4.00 | 2.98 | -1.21 | -4.54 | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 21.12% | 21.37% | 19.26% | -% | -% |
| Sharpe ratio | 0.10 | 0.41 | 0.58 | - | - |
| Best month | +5.54% | +5.54% | +9.28% | - | - |
| Worst month | -7.89% | -4.54% | -7.89% | - | - |
| Maximum loss | -11.53% | -11.53% | -11.53% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in USD
Performance
| YTD | +2.19% | ||
|---|---|---|---|
| 6 Months | +5.11% | ||
| 1 Year | +13.18% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +50.76% | ||
| Year | |||
| 2024 | +27.81% | ||
