Invesco STOXX Europe 600 Optimised Telecommunications UCITS ETF Acc/ IE00B5MJYB88 /
| NAV2024-05-09 | Chg.+0.4583 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 89.1759EUR | +0.52% | reinvestment | Equity Europe | Invesco IM ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2009 | - | - | - | - | - | - | - | 2.01 | 2.84 | 0.46 | 2.24 | 3.60 | - |
| 2010 | -4.94 | -0.40 | 5.45 | -2.67 | -2.32 | 0.79 | 8.93 | 4.27 | -1.41 | 5.23 | -5.32 | 1.52 | +8.35% |
| 2011 | 3.33 | 1.28 | -1.18 | -0.87 | -0.61 | -1.49 | -0.12 | -7.96 | 0.42 | 5.25 | -1.57 | -1.26 | -5.21% |
| 2012 | -1.87 | 0.67 | 0.00 | -4.73 | -3.45 | 8.20 | 0.44 | 2.92 | -0.55 | -5.89 | -1.02 | -0.50 | -6.32% |
| 2013 | 4.12 | -5.29 | 5.92 | 3.99 | -1.82 | -1.56 | 5.00 | 1.84 | 8.98 | 7.27 | -0.15 | 1.58 | +33.09% |
| 2014 | -1.21 | 1.91 | -1.00 | 2.88 | 2.66 | -0.11 | -1.39 | 0.46 | 1.51 | 0.97 | 9.11 | -3.03 | +12.96% |
| 2015 | 10.48 | 4.46 | -0.61 | 1.44 | 1.94 | -1.71 | 5.32 | -8.18 | -5.98 | 8.13 | 3.16 | -6.20 | +10.93% |
| 2016 | -3.00 | -3.74 | 0.78 | -1.69 | 3.34 | -7.35 | -0.12 | -0.42 | -1.43 | -1.76 | -4.50 | 6.56 | -13.20% |
| 2017 | -3.15 | 3.41 | 3.49 | -2.39 | 5.59 | -5.18 | 2.96 | -3.14 | 0.16 | -0.44 | -1.92 | 0.66 | -0.54% |
| 2018 | -0.85 | -4.66 | -2.34 | 6.98 | -7.65 | -0.17 | 3.81 | -6.66 | 0.59 | 0.58 | 9.08 | -5.73 | -8.23% |
| 2019 | -2.51 | -0.09 | 4.42 | -0.19 | -4.18 | 1.80 | 1.61 | 0.56 | 4.90 | 1.36 | 0.26 | -4.19 | +3.34% |
| 2020 | 0.13 | -6.92 | -13.58 | 3.38 | 3.26 | 2.63 | -5.93 | 0.43 | -4.01 | -2.29 | 12.18 | -2.07 | -14.11% |
| 2021 | 3.27 | -2.48 | 10.94 | 0.68 | 1.60 | 2.45 | -0.49 | 2.11 | -4.08 | -3.69 | 1.06 | 4.33 | +15.89% |
| 2022 | 4.46 | -4.06 | 1.66 | 2.17 | 2.56 | -3.21 | -1.51 | -3.02 | -12.85 | 3.93 | 0.30 | -5.18 | -15.00% |
| 2023 | 6.70 | 5.07 | 1.41 | 2.26 | -6.22 | -2.69 | -1.32 | -0.95 | 0.51 | -3.05 | 5.44 | -0.17 | +6.37% |
| 2024 | 2.01 | -2.37 | 2.54 | -1.32 | 1.38 | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 10.53% | 9.92% | 10.79% | 13.37% | 17.04% |
| Sharpe ratio | 0.24 | 0.54 | -0.82 | -0.47 | -0.27 |
| Best month | +2.54% | +5.44% | +5.44% | +6.70% | +12.18% |
| Worst month | -2.37% | -2.37% | -6.22% | -12.85% | -13.58% |
| Maximum loss | -6.40% | -6.40% | -12.84% | -21.71% | -34.45% |
| Outperformance | +11.56% | - | -5.26% | -52.61% | -137.07% |
All quotes in EUR
Performance
| YTD | +2.16% | ||
|---|---|---|---|
| 6 Months | +4.45% | ||
| 1 Year | -5.02% | ||
| 3 Years | -7.17% | ||
| 5 Years | -3.79% | ||
| 10 Years | -10.08% | ||
| Since start | +50.04% | ||
| Year | |||
| 2023 | +6.37% | ||
| 2022 | -15.00% | ||
| 2021 | +15.89% | ||
| 2020 | -14.11% | ||
| 2019 | +3.34% | ||
| 2018 | -8.23% | ||
| 2017 | -0.54% | ||
| 2016 | -13.20% | ||
| 2015 | +10.93% | ||
