Invesco Mkt.p.ReEst.S&P US Se.Sec.UE/ IE00BYM8JD58 /
| NAV3/30/2023 | Chg.+0.2625 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 20.3504USD | +1.31% | reinvestment | Real Estate ETF Real Estate | Invesco IM ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2017 | -0.10 | 4.62 | -1.12 | 0.06 | 0.65 | 1.82 | 1.16 | 1.07 | -1.48 | 0.72 | 2.90 | -0.60 | +9.96% |
| 2018 | -1.92 | -6.77 | 3.68 | -0.67 | 2.19 | 4.34 | 1.06 | 2.44 | -2.73 | -1.69 | 5.57 | -7.49 | -2.95% |
| 2019 | 10.76 | 1.06 | 4.85 | -0.50 | 1.11 | 1.68 | 1.72 | 4.82 | 0.87 | -0.13 | -1.77 | 1.22 | +28.22% |
| 2020 | 1.40 | -6.38 | -15.03 | 9.45 | 1.88 | 1.39 | 3.97 | 0.01 | -2.12 | -3.35 | 6.92 | 0.05 | -4.05% |
| 2021 | 1.86 | 1.51 | 6.72 | 8.25 | 1.18 | 3.11 | 4.61 | 2.78 | -6.30 | 7.52 | -0.89 | 10.15 | +47.39% |
| 2022 | -8.52 | -4.95 | 7.70 | -3.58 | -5.05 | -7.00 | 8.52 | -5.64 | -13.24 | 2.01 | 6.87 | -4.94 | -26.58% |
| 2023 | 9.88 | -5.96 | -3.65 | - | - | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 23.64% | 26.42% | 25.63% | 23.06% | 23.95% |
| Sharpe ratio | -0.20 | 0.13 | -1.01 | 0.19 | 0.15 |
| Best month | +9.88% | +9.88% | +9.88% | +10.15% | +10.76% |
| Worst month | -5.96% | -13.24% | -13.24% | -15.03% | -15.03% |
| Maximum loss | -16.73% | -16.73% | -32.32% | -33.64% | -38.73% |
| Outperformance | +19.11% | - | +8.69% | +40.46% | - |
All quotes in USD
Performance
| YTD | -0.43% | ||
|---|---|---|---|
| 6 Months | +3.19% | ||
| 1 Year | -22.83% | ||
| 3 Years | +24.05% | ||
| 5 Years | +37.00% | ||
| Since start | +44.04% | ||
| Year | |||
| 2022 | -26.58% | ||
| 2021 | +47.39% | ||
| 2020 | -4.05% | ||
| 2019 | +28.22% | ||
| 2018 | -2.95% | ||
| 2017 | +9.96% | ||