L&G UK Equity UCITS ETF GBP Accumulating ETF/ IE00BFXR5R48 /
| NAV06/06/2024 | Diferencia+0.0843 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 14.1457GBP | +0.60% | reinvestment | Equity ETF Stocks | LGIM Managers (EU) ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018 | - | - | - | - | - | - | - | - | - | - | - | -4.15 | - |
| 2019 | 3.91 | 2.34 | 3.18 | 2.41 | -2.91 | 4.07 | 2.23 | -3.82 | 2.65 | -2.03 | 1.51 | 2.69 | +17.00% |
| 2020 | -3.52 | -8.79 | -13.44 | 3.44 | 3.09 | 1.56 | -4.60 | 1.61 | -1.58 | -5.05 | 13.53 | 3.62 | -12.09% |
| 2021 | -0.82 | 1.99 | 3.97 | 3.78 | 1.39 | 0.37 | 0.12 | 1.87 | -0.13 | 2.02 | -2.16 | 4.75 | +18.32% |
| 2022 | 1.02 | 0.49 | 1.74 | 0.77 | 1.10 | -5.31 | 3.60 | -1.31 | -5.22 | 2.95 | 7.16 | -1.35 | +5.10% |
| 2023 | 4.36 | 1.77 | -2.96 | 3.42 | -5.04 | 1.31 | 2.18 | -2.50 | 2.57 | -3.75 | 2.09 | 3.77 | +6.86% |
| 2024 | -1.29 | 0.35 | 4.81 | 2.96 | 1.95 | 0.29 | - | - | - | - | - | - | - |
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 8.93% | 8.76% | 10.01% | 12.76% | 17.04% |
| Índice de Sharpe | 2.17 | 2.61 | 0.87 | 0.42 | 0.14 |
| El mes mejor | +4.81% | +4.81% | +4.81% | +7.16% | +13.53% |
| El mes peor | -1.29% | -1.29% | -3.75% | -5.31% | -13.44% |
| Pérdida máxima | -3.50% | -3.50% | -5.55% | -9.29% | -33.72% |
| Rendimiento superior | +5.86% | - | +8.57% | - | - |
Todas las cotizaciones en GBP
Performance
| Año hasta la fecha | +9.30% | ||
|---|---|---|---|
| 6 Meses | +12.48% | ||
| Promedio móvil | +12.50% | ||
| 3 Años | +29.98% | ||
| 5 Años | +34.85% | ||
| 10 Años | - | ||
| Desde el principio | +40.89% | ||
| Año | |||
| 2023 | +6.86% | ||
| 2022 | +5.10% | ||
| 2021 | +18.32% | ||
| 2020 | -12.09% | ||
| 2019 | +17.00% | ||
