Invesco Mkt.p.ReEst.S&P US Se.Sec.UE/  IE00BYM8JD58  /

Fonds
NAV2024-04-23 Chg.+0.1798 Type of yield Investment Focus Investment company
20.8834USD +0.87% 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 -1.51 0.94 -4.54 5.46 1.23 -3.03 -7.34 -2.83 12.42 8.58 +11.59%
2024 -4.76 2.55 1.66 -7.78 - - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 17.78% 19.95% 18.41% 20.56% 24.48%
Sharpe ratio -1.62 1.31 -0.14 -0.29 -0.02
Best month +8.58% +12.42% +12.42% +12.42% +12.42%
Worst month -7.78% -7.78% -7.78% -13.24% -15.03%
Maximum loss -11.11% -11.28% -16.90% -34.77% -38.73%
Outperformance +19.11% - +8.69% +40.46% -
 
All quotes in USD

Performance

YTD
  -8.43%
6 Months  
+13.97%
1 Year  
+1.28%
3 Years
  -6.38%
5 Years  
+18.12%
Since start  
+47.82%
Year
2023  
+11.59%
2022
  -26.58%
2021  
+47.39%
2020
  -4.05%
2019  
+28.22%
2018
  -2.95%
2017  
+9.96%