Invesco STOXX Europe 600 Optimised Automobiles & Parts UCITS ETF Acc/ IE00B5NLX835 /
NAV2024-09-24 | Chg.+5.8933 | Type of yield | Investment Focus | Investment company |
---|---|---|---|---|
479.2915EUR | +1.24% | reinvestment | Equity Europe | Invesco IM ▶ |
Monthly performance
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2009 | - | - | - | - | - | - | - | -11.00 | 5.08 | 0.94 | -2.97 | 4.86 | - |
2010 | -5.17 | -8.69 | 16.48 | 3.72 | -3.74 | -0.97 | 11.00 | 0.62 | 9.64 | 8.72 | 6.77 | 4.39 | +47.97% |
2011 | 1.15 | 0.10 | -3.60 | 8.12 | -1.28 | 8.29 | -3.97 | -20.48 | -13.31 | 22.84 | -9.96 | -6.45 | -22.74% |
2012 | 22.08 | 7.02 | -1.24 | 0.93 | -10.43 | -3.08 | 9.63 | -0.53 | -0.43 | 3.11 | 6.55 | 4.89 | +41.45% |
2013 | 3.60 | 0.10 | -4.45 | 2.29 | 12.52 | -6.39 | 12.77 | -2.74 | 8.32 | 5.06 | 3.57 | 0.73 | +39.03% |
2014 | -0.88 | 7.16 | 1.21 | 0.00 | 2.45 | -2.14 | -6.59 | -0.42 | -4.50 | 1.48 | 8.42 | -0.42 | +4.88% |
2015 | 14.36 | 10.24 | 4.92 | -2.30 | 0.11 | -3.70 | -5.27 | -9.31 | -11.76 | 17.45 | 8.63 | -4.01 | +15.67% |
2016 | -16.92 | 0.04 | 6.23 | 0.01 | 0.70 | -13.89 | 13.53 | 0.75 | -0.58 | 3.09 | -0.75 | 9.87 | -2.12% |
2017 | 1.12 | 1.32 | 3.14 | 2.46 | -4.11 | -2.14 | -1.16 | 1.47 | 10.85 | 3.57 | 0.03 | -0.30 | +16.68% |
2018 | 8.45 | -5.01 | -0.31 | 1.74 | -2.63 | -9.28 | 3.95 | -5.52 | -0.38 | -7.32 | -3.92 | -7.16 | -25.35% |
2019 | 11.56 | 1.37 | -3.05 | 9.77 | -12.12 | 7.26 | -1.63 | -5.99 | 6.27 | 6.90 | 1.08 | -2.08 | +17.97% |
2020 | -10.30 | -8.55 | -25.59 | 13.93 | 4.31 | 5.07 | -2.60 | 10.70 | 2.56 | -3.16 | 22.32 | 4.86 | +4.69% |
2021 | -0.88 | 6.31 | 17.63 | -4.69 | 5.56 | -0.69 | -1.41 | -1.72 | 0.04 | 6.10 | -6.55 | 4.68 | +24.58% |
2022 | 0.59 | -5.24 | -8.77 | -1.74 | 5.03 | -13.29 | 9.90 | -4.27 | -8.21 | 9.20 | 8.03 | -6.43 | -17.04% |
2023 | 11.20 | 6.77 | -1.19 | -1.60 | 1.20 | 8.27 | 2.53 | -7.14 | -1.16 | -8.17 | 10.13 | 3.27 | +24.34% |
2024 | -0.53 | 12.88 | 3.15 | -6.15 | -0.32 | -5.45 | -4.69 | 1.42 | -5.57 | - | - | - | - |
Calculated values
YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
---|---|---|---|---|---|
Volatility | 17.75% | 18.29% | 17.77% | 24.78% | 29.42% |
Sharpe ratio | -0.69 | -2.09 | -0.35 | -0.12 | 0.09 |
Best month | +12.88% | +3.15% | +12.88% | +12.88% | +22.32% |
Worst month | -6.15% | -6.15% | -8.17% | -13.29% | -25.59% |
Maximum loss | -22.96% | -22.96% | -22.96% | -31.48% | -52.58% |
Outperformance | +5.01% | - | +24.72% | -9.66% | -10.74% |
All quotes in EUR
Performance
YTD | -6.48% | ||
---|---|---|---|
6 Months | -19.32% | ||
1 Year | -2.81% | ||
3 Years | +1.08% | ||
5 Years | +34.53% | ||
10 Years | +56.88% | ||
Since start | +320.79% | ||
Year | |||
2023 | +24.34% | ||
2022 | -17.04% | ||
2021 | +24.58% | ||
2020 | +4.69% | ||
2019 | +17.97% | ||
2018 | -25.35% | ||
2017 | +16.68% | ||
2016 | -2.12% | ||
2015 | +15.67% |