Invesco KBW NASDAQ Fintech UCITS ETF Acc/ IE00BYMS5W68 /
NAV6/20/2025 | Chg.+0.0178 | Type of yield | Investment Focus | Investment company |
---|---|---|---|---|
58.7885USD | +0.03% | reinvestment | ETF ETF Stocks | Invesco IM ▶ |
Monthly performance
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2017 | - | - | - | 1.32 | 2.55 | 2.99 | 3.99 | 0.93 | 1.58 | 2.36 | 2.53 | 0.98 | - |
2018 | 7.95 | -0.77 | 0.86 | 1.08 | 3.73 | 1.45 | 0.87 | 7.95 | -2.36 | -7.39 | 2.26 | -9.61 | +4.61% |
2019 | 10.19 | 5.98 | 2.89 | 5.76 | -3.56 | 5.46 | 2.11 | -1.95 | -2.92 | 1.96 | 5.30 | 0.12 | +35.03% |
2020 | 4.21 | -7.00 | -19.15 | 14.73 | 6.83 | 2.93 | 4.22 | 3.00 | -4.19 | -1.69 | 16.45 | 7.65 | +25.33% |
2021 | -5.16 | 5.00 | 5.56 | 4.70 | -1.44 | 1.75 | 2.24 | 0.73 | -3.17 | 2.53 | -7.47 | 4.92 | +9.55% |
2022 | -7.83 | -4.31 | 1.72 | -11.95 | -1.99 | -10.90 | 11.85 | -4.15 | -10.44 | 7.96 | 1.75 | -6.31 | -31.84% |
2023 | 14.64 | -3.52 | -3.64 | 0.16 | 1.27 | 7.20 | 5.85 | -3.88 | -6.05 | -6.95 | 14.37 | 12.69 | +32.85% |
2024 | -2.64 | 6.34 | 4.39 | -6.18 | 1.70 | 0.84 | 5.54 | 5.25 | 1.63 | 4.35 | 18.43 | -7.77 | +33.78% |
2025 | 4.89 | -4.00 | -7.04 | -0.57 | 6.86 | 1.99 | - | - | - | - | - | - | - |
Calculated values
YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
---|---|---|---|---|---|
Volatility | 28.05% | 27.53% | 23.49% | 23.12% | 22.53% |
Sharpe ratio | 0.04 | -0.10 | 1.26 | 0.83 | 0.41 |
Best month | +6.86% | +6.86% | +18.43% | +18.43% | +18.43% |
Worst month | -7.77% | -7.77% | -7.77% | -10.90% | -11.95% |
Maximum loss | -22.90% | -22.90% | -24.60% | -24.60% | -38.10% |
Outperformance | -11.33% | - | -15.23% | +12.39% | - |
All quotes in USD
Performance
YTD | +1.43% | ||
---|---|---|---|
6 Months | -0.42% | ||
1 Year | +31.75% | ||
3 Years | +78.30% | ||
5 Years | +70.10% | ||
10 Years | - | ||
Since start | +188.09% | ||
Year | |||
2024 | +33.78% | ||
2023 | +32.85% | ||
2022 | -31.84% | ||
2021 | +9.55% | ||
2020 | +25.33% | ||
2019 | +35.03% | ||
2018 | +4.61% |