NAV03.06.2024 Diff.-0.2027 Ertragstyp Ausrichtung Fondsgesellschaft
44.4673USD -0.45% thesaurierend Aktien ETF Aktien Invesco IM 
 

Monatliche Performance

  Jan Feb Mär Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
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 -0.45 - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 16.36% 16.85% 17.16% 23.54% 25.81%
Sharpe Ratio 0.16 1.30 1.13 -0.25 0.14
Bester Monat +12.69% +12.69% +14.37% +14.64% +16.45%
Schlechtester Monat -6.18% -6.18% -6.95% -11.95% -19.15%
Maximaler Verlust -6.93% -6.93% -19.39% -38.10% -39.40%
Outperformance -11.33% - -15.23% +12.39% -
 
Alle Kurse in USD

Performance

lfd. Jahr  
+2.64%
6 Monate  
+11.99%
1 Jahr  
+23.00%
3 Jahre
  -6.27%
5 Jahre  
+42.32%
10 Jahre     -
seit Beginn  
+117.91%
Jahr
2023  
+32.85%
2022
  -31.84%
2021  
+9.55%
2020  
+25.33%
2019  
+35.03%
2018  
+4.61%