Vortrag am FONDS professionell KONGRESSInvesco Variable Rate Preferred Sh.UE
| MVD-Fonds Rating | EDA |
|---|---|
| Kein Rating vorhanden | - |
ISIN: IE00BG21M733 | WKN: A2JRFU
KAG: Invesco IM
NAV: 39,40 USD am 20.08.2024
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Kennzahlen Invesco Variable Rate Preferred Sh.UE
| 1M | 6M | 1J | 3J | 5J | 10J | Beginn | |
| Performance | +0,56% | +5,00% | +12,71% | +5,52% | +19,13% | - | +26,48% |
| Volatilität | +2,86% | +2,05% | +2,67% | +4,71% | +8,98% | - | +8,35% |
| Sharpe Ratio | +1,13 | +3,31 | +3,45 | -0,37 | +0,00 | - | +0,06 |
| Bester Monat | - | +1,55% | +4,18% | +5,75% | +8,56% | - | +8,56% |
| Schl. Monat | - | -0,53% | -1,92% | -4,26% | -14,29% | - | -14,29% |
| Max. Verlust | -0,86% | -1,28% | -3,18% | -13,76% | -29,78% | - | -29,78% |
Monatsperformance Invesco Variable Rate Preferred Sh.UE
| 2024 | 2023 | 2022 | 2021 | 2020 | |
| Januar | +2,23% | +5,75% | -1,81% | -0,17% | +1,07% |
| Februar | +0,70% | -0,72% | -2,57% | -0,50% | -2,40% |
| März | +1,19% | -4,26% | -0,39% | +0,93% | -14,29% |
| April | -0,53% | +1,28% | -2,54% | +1,39% | +8,56% |
| Mai | +1,55% | -0,64% | -1,75% | +0,48% | +0,89% |
| Juni | +0,64% | +1,30% | -4,07% | +1,11% | +0,39% |
| Juli | +0,81% | +2,32% | +5,10% | +0,54% | +4,63% |
| August | +0,60% | -0,34% | -0,97% | +0,21% | +2,05% |
| September | - | -0,53% | -3,11% | +0,02% | -1,19% |
| Oktober | - | -1,92% | -0,31% | -0,28% | +0,85% |
| November | - | +4,18% | +2,38% | -1,33% | +3,93% |
| Dezember | - | +2,77% | +0,11% | +1,23% | +1,64% |
| Gesamt | +7,40% | +9,14% | -9,81% | +3,65% | +4,49% |
