Invesco Mkt.p.ReEst.S&P US Se.Sec.UE/ IE00BYM8JD58 /
| NAV23/05/2024 | Chg.-0.4715 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 21.3701USD | -2.16% | reinvestment | Real Estate ETF Real Estate | Invesco IM ▶ |
Performance mensuelle
| janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | - | - | - | - | - | - | - | - |
Valeurs calculées
| CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
|---|---|---|---|---|---|
| Volatilité | 17.59% | 17.72% | 18.18% | 20.60% | 24.54% |
| Ratio de Sharpe | -1.09 | 0.29 | 0.16 | -0.27 | -0.03 |
| Le meilleur mois | +8.58% | +12.42% | +12.42% | +12.42% | +12.42% |
| Le plus défavorable mois | -8.53% | -8.53% | -8.53% | -13.24% | -15.03% |
| Perte maximale | -11.11% | -11.28% | -16.90% | -34.77% | -38.73% |
| Surperformance | +19.11% | - | +8.69% | +40.46% | - |
Toutes les cotations dans USD
Performance
| CAD | -6.30% | ||
|---|---|---|---|
| 6 Mois | +4.29% | ||
| 1 An | +6.78% | ||
| 3 Ans | -5.42% | ||
| 5 Ans | +17.08% | ||
| 10 ans | - | ||
| Depuis le début | +51.26% | ||
| Année | |||
| 2023 | +11.59% | ||
| 2022 | -26.58% | ||
| 2021 | +47.39% | ||
| 2020 | -4.05% | ||
| 2019 | +28.22% | ||
| 2018 | -2.95% | ||
| 2017 | +9.96% | ||
