Invesco Mkt.p.ReEst.S&P US Se.Sec.UE/ IE00BYM8JD58 /
NAV2024-05-09 | Chg.+0.4903 | Type of yield | Investment Focus | Investment company |
---|---|---|---|---|
21.7187USD | +2.31% | reinvestment | Real Estate ETF Real Estate | Invesco IM ▶ |
Monthly performance
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | 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 | 4.85 | - | - | - | - | - | - | - | - |
Calculated values
YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
---|---|---|---|---|---|
Volatility | 17.82% | 18.97% | 18.24% | 20.62% | 24.53% |
Sharpe ratio | -0.94 | 1.30 | 0.09 | -0.24 | 0.01 |
Best month | +8.58% | +12.42% | +12.42% | +12.42% | +12.42% |
Worst month | -8.53% | -8.53% | -8.53% | -13.24% | -15.03% |
Maximum loss | -11.11% | -11.28% | -16.90% | -34.77% | -38.73% |
Outperformance | +19.11% | - | +8.69% | +40.46% | - |
All quotes in USD
Performance
YTD | -4.77% | ||
---|---|---|---|
6 Months | +13.19% | ||
1 Year | +5.42% | ||
3 Years | -3.26% | ||
5 Years | +22.31% | ||
10 Years | - | ||
Since start | +53.73% | ||
Year | |||
2023 | +11.59% | ||
2022 | -26.58% | ||
2021 | +47.39% | ||
2020 | -4.05% | ||
2019 | +28.22% | ||
2018 | -2.95% | ||
2017 | +9.96% |