Invesco Markets p.Russell 2000 UE A/  IE00B60SX402  /

Fonds
NAV5/13/2021 Chg.+1.7545 Type of yield Investment Focus Investment company
105.5914USD +1.69% reinvestment Equity ETF Stocks Invesco IM 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2009 - - - 13.69 2.97 3.27 7.64 0.30 4.70 -3.56 3.10 9.39 -
2010 -4.94 4.47 8.95 4.79 -10.51 -5.55 7.66 -3.92 8.79 3.57 3.42 8.74 +25.61%
2011 -1.07 5.45 2.55 1.77 -1.12 -2.35 -3.65 -8.75 -11.24 18.20 -3.02 1.17 -4.86%
2012 6.44 2.36 2.53 -1.58 -6.66 4.95 -1.42 3.30 3.25 -2.21 0.49 3.52 +15.20%
2013 6.22 1.07 4.43 -0.27 3.96 -0.55 6.96 -3.21 6.34 2.48 3.97 1.93 +38.21%
2014 -2.81 4.68 -0.72 -3.92 0.76 5.28 -6.09 4.92 -6.09 6.55 0.05 2.81 +4.42%
2015 -3.25 5.90 1.70 -2.59 2.25 0.71 -1.20 -6.32 -4.94 5.60 3.21 -5.06 -4.85%
2016 -8.83 -0.04 7.94 1.53 2.21 -0.10 5.93 1.73 1.08 -4.79 11.11 2.76 +20.77%
2017 0.36 1.89 0.09 1.06 -2.07 3.42 0.70 -1.31 6.20 0.81 2.84 -0.44 +14.13%
2018 2.57 -3.91 1.26 0.83 6.03 0.68 1.70 4.27 -2.44 -10.90 1.55 -11.91 -11.42%
2019 11.21 5.16 -2.13 3.36 -7.81 7.03 0.53 -4.97 2.04 2.59 4.08 2.84 +24.97%
2020 -3.24 -8.45 -21.76 13.70 6.47 3.49 2.73 5.60 -3.38 2.06 18.39 8.61 +19.43%
2021 5.00 6.20 0.96 2.06 -4.19 - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 25.08% 23.47% 26.17% 28.39% 23.77%
Sharpe ratio 1.22 2.42 2.97 0.43 0.68
Best month +8.61% +18.39% +18.39% +18.39% +18.39%
Worst month -4.19% -4.19% -4.19% -21.76% -21.76%
Maximum loss -9.56% -9.56% -11.74% -42.16% -42.16%
Outperformance -2.78% - -4.75% -8.39% -30.15%
 
All quotes in USD

Performance

YTD  
+10.08%
6 Months  
+24.79%
1 Year  
+77.27%
3 Years  
+39.30%
5 Years  
+105.92%
Since start  
+463.67%
Year
2020  
+19.43%
2019  
+24.97%
2018
  -11.42%
2017  
+14.13%
2016  
+20.77%
2015
  -4.85%
2014  
+4.42%
2013  
+38.21%
2012  
+15.20%