Invesco FTSE 100 UCITS ETF Acc/ IE00B60SWT88 /
| NAV2024-05-16 | Chg.+0.1393 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 87.1616GBP | +0.16% | reinvestment | Equity ETF Stocks | Invesco IM ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2009 | - | - | - | 8.46 | 4.63 | -3.47 | 8.53 | 7.13 | 4.71 | -1.71 | 3.40 | 4.31 | - |
| 2010 | -4.13 | 3.73 | 6.45 | -2.07 | -6.16 | -5.06 | 7.03 | -0.16 | 6.32 | 2.38 | -2.33 | 8.05 | +13.37% |
| 2011 | -1.78 | 2.59 | -0.99 | 2.90 | -0.98 | -0.45 | -2.17 | -6.68 | -4.77 | 11.26 | -2.95 | 1.12 | -3.93% |
| 2012 | 2.12 | 3.89 | -1.35 | -0.31 | -6.80 | 5.01 | 1.20 | 2.05 | 0.70 | 0.85 | 1.87 | 0.55 | +9.70% |
| 2013 | 6.49 | 1.75 | 1.29 | 0.53 | 2.81 | -5.29 | 6.57 | -2.48 | 0.86 | 4.31 | -0.86 | 1.54 | +18.25% |
| 2014 | -3.49 | 5.01 | -2.66 | 3.06 | 1.34 | -1.27 | -0.15 | 2.03 | -2.81 | -1.02 | 3.06 | -2.30 | +0.39% |
| 2015 | 2.86 | 3.30 | -1.98 | 3.12 | 0.69 | -6.43 | 2.73 | -5.99 | -2.89 | 5.15 | 0.30 | -1.74 | -1.67% |
| 2016 | -2.51 | 0.79 | 1.75 | 1.40 | 0.28 | 4.69 | 3.41 | 1.64 | 1.77 | 1.00 | -2.04 | 5.34 | +18.66% |
| 2017 | -0.60 | 3.06 | 1.09 | -1.36 | 4.88 | -2.47 | 0.83 | 1.60 | -0.70 | 1.79 | -1.82 | 5.00 | +11.56% |
| 2018 | -1.99 | -3.42 | -2.06 | 6.81 | 2.77 | -0.25 | 1.49 | -3.32 | 1.16 | -4.88 | -1.63 | -3.52 | -9.05% |
| 2019 | 3.60 | 2.26 | 3.26 | 2.30 | -2.90 | 3.94 | 2.21 | -4.11 | 2.94 | -1.90 | 1.78 | 2.75 | +16.92% |
| 2020 | -3.37 | -9.01 | -13.43 | 3.88 | 3.32 | 1.64 | -4.22 | 1.73 | -1.56 | -4.77 | 12.67 | 3.26 | -11.76% |
| 2021 | -0.81 | 1.56 | 4.14 | 4.09 | 1.06 | 0.38 | 0.05 | 2.03 | -0.18 | 2.19 | -2.19 | 4.73 | +18.16% |
| 2022 | 1.10 | 0.29 | 1.40 | 0.74 | 1.11 | -5.55 | 3.65 | -1.08 | -5.18 | 2.97 | 7.10 | -1.51 | +4.48% |
| 2023 | 4.33 | 1.74 | -2.49 | 3.40 | -4.94 | 1.38 | 2.33 | -2.52 | 2.39 | -3.71 | 2.27 | 3.83 | +7.69% |
| 2024 | -1.29 | 0.43 | 4.83 | 2.70 | 4.02 | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 9.22% | 8.96% | 10.27% | 12.88% | 17.22% |
| Sharpe ratio | 3.13 | 3.49 | 0.91 | 0.50 | 0.15 |
| Best month | +4.83% | +4.83% | +4.83% | +7.10% | +12.67% |
| Worst month | -1.29% | -1.29% | -4.94% | -5.55% | -13.43% |
| Maximum loss | -3.57% | -3.69% | -6.36% | -9.34% | -34.24% |
| Outperformance | +5.62% | - | +5.85% | +13.61% | +16.73% |
All quotes in GBP
Performance
| YTD | +11.02% | ||
|---|---|---|---|
| 6 Months | +16.09% | ||
| 1 Year | +13.14% | ||
| 3 Years | +33.77% | ||
| 5 Years | +36.59% | ||
| 10 Years | +75.47% | ||
| Since start | +261.45% | ||
| Year | |||
| 2023 | +7.69% | ||
| 2022 | +4.48% | ||
| 2021 | +18.16% | ||
| 2020 | -11.76% | ||
| 2019 | +16.92% | ||
| 2018 | -9.05% | ||
| 2017 | +11.56% | ||
| 2016 | +18.66% | ||
| 2015 | -1.67% | ||
