Invesco Mkt.p.ReEst.S&P US Se.Sec.UE/ IE00BYM8JD58 /
| NAV19.09.2024 | Diff.-0.0598 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 25.8175USD | -0.23% | thesaurierend | Immobilien ETF Immobilien | Invesco IM ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2016 | - | - | 10.51 | -2.19 | 1.54 | 6.27 | 2.92 | -3.65 | -1.44 | -5.50 | -3.16 | 4.28 | - |
| 2017 | -0.14 | 4.66 | -1.13 | 0.07 | 0.60 | 1.87 | 1.11 | 1.10 | -1.48 | 0.72 | 2.91 | -0.63 | +9.94% |
| 2018 | -1.90 | -6.83 | 3.73 | -0.67 | 2.15 | 4.34 | 1.07 | 2.43 | -2.74 | -1.69 | 5.60 | -7.53 | -2.97% |
| 2019 | 10.75 | 1.06 | 4.89 | -0.50 | 1.12 | 1.65 | 1.74 | 4.80 | 0.87 | -0.10 | -1.77 | 1.18 | +28.21% |
| 2020 | 1.42 | -6.36 | -15.03 | 9.45 | 1.84 | 1.41 | 3.96 | 0.00 | -2.09 | -3.34 | 6.91 | 1.38 | -2.74% |
| 2021 | 0.52 | 1.51 | 6.71 | 8.25 | 1.20 | 3.11 | 4.59 | 2.80 | -6.32 | 7.55 | -0.90 | 10.17 | +45.45% |
| 2022 | -8.51 | -4.95 | 7.68 | -3.57 | -5.05 | -7.00 | 8.51 | -5.65 | -13.24 | 2.03 | 6.86 | -4.93 | -26.58% |
| 2023 | 9.88 | -5.97 | -1.52 | 0.96 | -4.57 | 5.49 | 1.23 | -3.04 | -7.33 | -2.86 | 12.42 | 8.62 | +11.59% |
| 2024 | -4.78 | 2.53 | 1.71 | -8.57 | 5.07 | 1.88 | 7.21 | 5.75 | 2.71 | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 15.99% | 15.97% | 18.13% | 20.64% | 24.54% |
| Sharpe Ratio | 0.97 | 1.96 | 1.30 | -0.09 | 0.08 |
| Bester Monat | +8.62% | +7.21% | +12.42% | +12.42% | +12.42% |
| Schlechtester Monat | -8.57% | -8.57% | -8.57% | -13.24% | -15.03% |
| Maximaler Verlust | -11.12% | -9.67% | -11.27% | -34.77% | -38.76% |
| Outperformance | +19.11% | - | +8.69% | +40.46% | - |
Alle Kurse in USD
Performance
| lfd. Jahr | +13.19% | ||
|---|---|---|---|
| 6 Monate | +16.24% | ||
| 1 Jahr | +27.05% | ||
| 3 Jahre | +4.57% | ||
| 5 Jahre | +30.52% | ||
| 10 Jahre | - | ||
| seit Beginn | +102.17% | ||
| Jahr | |||
| 2023 | +11.59% | ||
| 2022 | -26.58% | ||
| 2021 | +45.45% | ||
| 2020 | -2.74% | ||
| 2019 | +28.21% | ||
| 2018 | -2.97% | ||
| 2017 | +9.94% | ||
