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: 35,40 USD am 23.03.2023
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Kennzahlen Invesco Variable Rate Preferred Sh.UE
| 1M | 6M | 1J | 3J | 5J | 10J | Beginn | |
| Performance | -5,58% | -0,61% | -5,67% | +34,57% | - | - | +6,81% |
| Volatilität | +16,74% | +8,05% | +6,78% | +8,03% | - | - | +9,40% |
| Sharpe Ratio | -3,33 | -0,53 | -1,28 | +0,92 | - | - | -0,16 |
| Bester Monat | - | +5,75% | +5,75% | +8,56% | +8,56% | - | +8,56% |
| Schl. Monat | - | -5,73% | -5,73% | -14,29% | -14,29% | - | -14,29% |
| Max. Verlust | -7,47% | -8,80% | -8,89% | -13,76% | - | - | -29,78% |
Monatsperformance Invesco Variable Rate Preferred Sh.UE
| 2023 | 2022 | 2021 | 2020 | 2019 | |
| Januar | +5,75% | -1,81% | -0,17% | +1,07% | +5,22% |
| Februar | -0,72% | -2,57% | -0,50% | -2,40% | +1,68% |
| März | -5,73% | -0,39% | +0,93% | -14,29% | +0,95% |
| April | - | -2,54% | +1,39% | +8,56% | +1,61% |
| Mai | - | -1,75% | +0,48% | +0,89% | -0,25% |
| Juni | - | -4,07% | +1,11% | +0,39% | +1,25% |
| Juli | - | +5,10% | +0,54% | +4,63% | +1,73% |
| August | - | -0,97% | +0,21% | +2,05% | +0,68% |
| September | - | -3,11% | +0,02% | -1,19% | +0,80% |
| Oktober | - | -0,31% | -0,28% | +0,85% | +1,28% |
| November | - | +2,38% | -1,33% | +3,93% | +0,26% |
| Dezember | - | +0,11% | +1,23% | +1,64% | +1,06% |
| Gesamt | -1,03% | -9,81% | +3,65% | +4,49% | +17,43% |
