Invesco Mkt.p.STOXXEu.600 Opt.B.R.UE A/ IE00B5MTWY73 /
| NAV2024-04-18 | Chg.+1.4065 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 577.0058EUR | +0.24% | reinvestment | Equity Worldwide | Invesco IM ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2009 | - | - | - | - | - | - | - | -2.77 | 2.52 | 4.01 | 11.51 | 10.36 | - |
| 2010 | -6.04 | 0.77 | 20.61 | -7.97 | -6.10 | -9.70 | 11.59 | 1.78 | 4.43 | 2.62 | 5.06 | 13.13 | +28.92% |
| 2011 | -5.87 | 2.71 | -2.76 | -0.39 | -2.73 | -1.87 | -3.71 | -13.59 | -17.01 | 20.13 | -4.81 | -1.86 | -30.74% |
| 2012 | 14.20 | 1.26 | -8.68 | 2.78 | -15.37 | 2.64 | 3.43 | -0.52 | 3.36 | 1.53 | -1.09 | 6.23 | +6.98% |
| 2013 | -2.28 | -2.36 | -6.83 | -6.38 | 1.54 | -12.64 | 8.37 | 5.43 | 4.07 | 2.83 | -1.32 | 0.83 | -10.19% |
| 2014 | 0.00 | 4.77 | -2.38 | 1.87 | -1.42 | 1.78 | 7.91 | -2.58 | -4.30 | -4.52 | -1.74 | -2.41 | -3.68% |
| 2015 | 1.10 | 13.36 | -6.20 | 4.73 | -1.58 | -8.21 | -6.98 | -10.08 | -15.80 | 12.39 | -7.90 | -12.03 | -34.77% |
| 2016 | -11.45 | 19.18 | 6.74 | 11.84 | -9.70 | 7.61 | 9.96 | -5.32 | 11.89 | 4.94 | 10.48 | 1.44 | +67.73% |
| 2017 | 9.54 | -0.58 | -2.04 | -2.53 | -4.82 | -0.44 | 10.19 | 4.68 | -1.54 | 4.35 | -4.00 | 10.85 | +24.26% |
| 2018 | 2.39 | -3.75 | -3.39 | 5.82 | 6.45 | -3.85 | -1.96 | -7.37 | 6.33 | -5.48 | -6.66 | 2.20 | -10.22% |
| 2019 | 11.93 | 3.53 | 4.97 | -0.74 | -9.16 | 9.65 | -4.85 | -8.35 | 5.55 | 1.39 | 4.94 | 4.09 | +22.58% |
| 2020 | -7.53 | -11.72 | -13.71 | 8.60 | 7.52 | 4.47 | 1.42 | 5.05 | -1.29 | -4.92 | 17.92 | 10.70 | +12.15% |
| 2021 | 2.25 | 11.69 | 1.22 | 3.50 | 1.75 | -2.35 | 7.26 | -2.51 | -6.72 | 2.87 | -1.03 | 7.84 | +27.30% |
| 2022 | 2.64 | 8.93 | 7.75 | -2.66 | 1.17 | -19.65 | 5.63 | -1.61 | -3.32 | 1.69 | 16.66 | -3.29 | +9.88% |
| 2023 | 6.70 | -6.15 | -4.32 | -4.74 | -6.05 | 2.99 | 6.02 | -5.69 | 5.25 | -4.81 | 4.39 | 4.53 | -3.48% |
| 2024 | -4.76 | -6.63 | 8.51 | 5.90 | - | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 20.46% | 22.29% | 23.63% | 27.52% | 29.98% |
| Sharpe ratio | 0.19 | 0.77 | -0.15 | 0.00 | 0.15 |
| Best month | +8.51% | +8.51% | +8.51% | +16.66% | +17.92% |
| Worst month | -6.63% | -6.63% | -6.63% | -19.65% | -19.65% |
| Maximum loss | -11.98% | -12.45% | -14.99% | -30.34% | -44.75% |
| Outperformance | +12.41% | - | +30.01% | +24.89% | +94.58% |
All quotes in EUR
Performance
| YTD | +2.20% | ||
|---|---|---|---|
| 6 Months | +10.02% | ||
| 1 Year | +0.36% | ||
| 3 Years | +12.02% | ||
| 5 Years | +49.78% | ||
| Since start | +208.03% | ||
| Year | |||
| 2023 | -3.48% | ||
| 2022 | +9.88% | ||
| 2021 | +27.30% | ||
| 2020 | +12.15% | ||
| 2019 | +22.58% | ||
| 2018 | -10.22% | ||
| 2017 | +24.26% | ||
| 2016 | +67.73% | ||
| 2015 | -34.77% | ||
