Invesco Qu.Str.ESG Gl.Eq.Multi-F.UE EUR/ IE00BJQRDP39 /
NAV09.05.2024 | Diff.+0.1750 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
---|---|---|---|---|
68.3257EUR | +0.26% | thesaurierend | Aktien weltweit | Invesco IM ▶ |
Monatliche Performance
Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2019 | - | - | - | - | - | - | - | -2.37 | 2.88 | 1.05 | 3.24 | 1.80 | - |
2020 | -1.19 | -9.37 | -13.16 | 9.98 | 4.89 | 2.59 | 3.13 | 5.61 | -2.99 | -3.46 | 10.17 | 3.29 | +6.81% |
2021 | 1.08 | 2.00 | 6.84 | 2.98 | 2.26 | 1.71 | 1.44 | 2.58 | -4.39 | 3.50 | -1.37 | 5.57 | +26.50% |
2022 | -3.24 | -2.37 | 2.15 | -5.14 | -0.19 | -9.81 | 6.30 | -3.59 | -8.80 | 9.36 | 7.35 | -4.99 | -14.11% |
2023 | 7.42 | -0.98 | -0.69 | 0.12 | -0.68 | 8.05 | 2.24 | -2.31 | -2.92 | -3.22 | 8.73 | 5.30 | +21.95% |
2024 | 4.28 | 5.92 | 5.30 | -4.05 | 2.16 | - | - | - | - | - | - | - | - |
Kennzahlen
lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
---|---|---|---|---|---|
Volatilität | 10.02% | 9.55% | 10.18% | 14.35% | -% |
Sharpe Ratio | 4.14 | 5.68 | 2.79 | 0.38 | - |
Bester Monat | +5.92% | +8.73% | +8.73% | +9.36% | +10.17% |
Schlechtester Monat | -4.05% | -4.05% | -4.05% | -9.81% | -13.16% |
Maximaler Verlust | -5.75% | -5.75% | -9.34% | -23.87% | - |
Outperformance | -1.32% | - | -3.27% | - | - |
Alle Kurse in EUR
Tranchen
Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
---|---|---|---|---|---|
Invesco Qu.Str.ESG Gl.Eq.Multi-F... | thesaurierend | 68.3257 | +32.23% | +30.57% | |
Invesco Qu.Str.ESG Gl.Eq.Multi-F... | thesaurierend | 71.0550 | +31.35% | +29.72% |
Performance
lfd. Jahr | +14.00% | ||
---|---|---|---|
6 Monate | +25.48% | ||
1 Jahr | +32.23% | ||
3 Jahre | +30.57% | ||
5 Jahre | - | ||
10 Jahre | - | ||
seit Beginn | +70.81% | ||
Jahr | |||
2023 | +21.95% | ||
2022 | -14.11% | ||
2021 | +26.50% | ||
2020 | +6.81% |