Invesco Mkt.p.ReEst.S&P US Se.Sec.UE/ IE00BYM8JD58 /
| NAV23.05.2024 | Diff.-0,4715 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 21,3701USD | -2,16% | thesaurierend | Immobilien ETF Immobilien | Invesco IM ▶ |
Monatliche Performance
| Jan | Feb | Mrz | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2017 | -0,10 | 4,62 | -1,12 | 0,06 | 0,65 | 1,82 | 1,16 | 1,07 | -1,48 | 0,72 | 2,90 | -0,60 | +9,96% |
| 2018 | -1,92 | -6,77 | 3,68 | -0,67 | 2,19 | 4,34 | 1,06 | 2,44 | -2,73 | -1,69 | 5,57 | -7,49 | -2,95% |
| 2019 | 10,76 | 1,06 | 4,85 | -0,50 | 1,11 | 1,68 | 1,72 | 4,82 | 0,87 | -0,13 | -1,77 | 1,22 | +28,22% |
| 2020 | 1,40 | -6,38 | -15,03 | 9,45 | 1,88 | 1,39 | 3,97 | 0,01 | -2,12 | -3,35 | 6,92 | 0,05 | -4,05% |
| 2021 | 1,86 | 1,51 | 6,72 | 8,25 | 1,18 | 3,11 | 4,61 | 2,78 | -6,30 | 7,52 | -0,89 | 10,15 | +47,39% |
| 2022 | -8,52 | -4,95 | 7,70 | -3,58 | -5,05 | -7,00 | 8,52 | -5,64 | -13,24 | 2,01 | 6,87 | -4,94 | -26,58% |
| 2023 | 9,88 | -5,96 | -1,51 | 0,94 | -4,54 | 5,46 | 1,23 | -3,03 | -7,34 | -2,83 | 12,42 | 8,58 | +11,59% |
| 2024 | -4,76 | 2,55 | 1,66 | -8,53 | 3,17 | - | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 17,59% | 17,72% | 18,18% | 20,60% | 24,54% |
| Sharpe Ratio | -1,09 | 0,29 | 0,16 | -0,27 | -0,03 |
| Bester Monat | +8,58% | +12,42% | +12,42% | +12,42% | +12,42% |
| Schlechtester Monat | -8,53% | -8,53% | -8,53% | -13,24% | -15,03% |
| Maximaler Verlust | -11,11% | -11,28% | -16,90% | -34,77% | -38,73% |
| Outperformance | +19,11% | - | +8,69% | +40,46% | - |
Alle Kurse in USD
Performance
| lfd. Jahr | -6,30% | ||
|---|---|---|---|
| 6 Monate | +4,29% | ||
| 1 Jahr | +6,78% | ||
| 3 Jahre | -5,42% | ||
| 5 Jahre | +17,08% | ||
| 10 Jahre | - | ||
| seit Beginn | +51,26% | ||
| Jahr | |||
| 2023 | +11,59% | ||
| 2022 | -26,58% | ||
| 2021 | +47,39% | ||
| 2020 | -4,05% | ||
| 2019 | +28,22% | ||
| 2018 | -2,95% | ||
| 2017 | +9,96% | ||
