Die Performance der Inves S&P500 Eq liefert Statistiken zur Entwicklung des Aktienbarometers auf Monatsbasis. Die Wertentwicklung des Inves S&P500 Eq (US46137V3574) wird für jeden einzelnen Monat unter Berücksichtigung jeglicher Performances berechnet.
Lfd. Jahr | 1 Monat | 3 Monate | 6 Monate | 1 Jahr | 5 Jahre | |
---|---|---|---|---|---|---|
Performance | +2,19 % | -5,61 % | +2,56 % | +18,10 % | +10,64 % | +48,18 % |
Hoch | 170,00 | 170,00 | 170,00 | 170,00 | 170,00 | 170,00 |
Tief | 153,10 | 158,70 | 155,80 | 135,17 | 133,34 | 70,65 |
Volatilität | - | - | - | - | - | - |
Jahr | Jahresstart | Jahresende | % |
---|---|---|---|
2024 | 144,18 | - | +4,76 % |
2023 | 132,38 | 143,74 | +8,58 % |
2022 | 144,20 | 132,02 | -8,45 % |
2021 | 102,58 | 143,88 | +40,26 % |
2020 | 103,90 | 102,56 | -1,29 % |
2019 | 80,58 | 103,32 | +28,22 % |
2018 | 84,40 | 80,05 | -5,15 % |
2017 | 82,85 | 84,74 | +2,28 % |
2016 | 70,00 | 82,59 | +17,99 % |
2015 | 66,66 | 70,55 | +5,84 % |
2014 | 51,68 | 66,73 | +29,13 % |
2013 | 41,40 | 51,14 | +23,53 % |
2012 | 35,82 | 39,83 | +11,20 % |
2011 | 30,88 | 35,77 | +15,85 % |
1970 | 137,52 | 145,94 | +6,12 % |
2004 | nan | |||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2005 | nan | nan | ||||||||||||||||||
2006 | nan | nan | nan | |||||||||||||||||
2007 | nan | nan | nan | nan | ||||||||||||||||
2008 | nan | nan | nan | nan | nan | |||||||||||||||
2009 | nan | nan | nan | nan | nan | nan | ||||||||||||||
2010 | nan | nan | nan | nan | nan | nan | nan | |||||||||||||
2011 | inf | inf | inf | inf | inf | inf | inf | inf | ||||||||||||
2012 | inf | inf | inf | inf | inf | inf | inf | inf | 11.34 | |||||||||||
2013 | inf | inf | inf | inf | inf | inf | inf | inf | 19.57 | 28.40 | ||||||||||
2014 | inf | inf | inf | inf | inf | inf | inf | inf | 23.10 | 29.44 | 30.49 | |||||||||
2015 | inf | inf | inf | inf | inf | inf | inf | inf | 18.51 | 21.00 | 17.46 | 5.73 | ||||||||
2016 | inf | inf | inf | inf | inf | inf | inf | inf | 18.22 | 20.00 | 17.32 | 11.25 | 17.06 | |||||||
2017 | inf | inf | inf | inf | inf | inf | inf | inf | 15.46 | 16.30 | 13.46 | 8.29 | 9.59 | 2.60 | ||||||
2018 | inf | inf | inf | inf | inf | inf | inf | inf | 12.20 | 12.34 | 9.38 | 4.65 | 4.30 | -1.55 | -5.53 | |||||
2019 | inf | inf | inf | inf | inf | inf | inf | inf | 14.18 | 14.59 | 12.44 | 9.14 | 10.01 | 7.75 | 10.42 | 29.07 | ||||
2020 | inf | inf | inf | inf | inf | inf | inf | inf | 12.42 | 12.55 | 10.45 | 7.43 | 7.77 | 5.56 | 6.57 | 13.19 | -0.74 | |||
2021 | inf | inf | inf | inf | inf | inf | inf | inf | 14.93 | 15.34 | 13.80 | 11.60 | 12.61 | 11.74 | 14.15 | 21.58 | 18.01 | 40.29 | ||
2022 | inf | inf | inf | inf | inf | inf | inf | inf | 12.60 | 12.73 | 11.11 | 8.90 | 9.36 | 8.13 | 9.27 | 13.32 | 8.51 | 13.46 | -8.24 | |
2023 | inf | inf | inf | inf | inf | inf | inf | inf | 12.29 | 12.38 | 10.89 | 8.90 | 9.30 | 8.24 | 9.21 | 12.42 | 8.60 | 11.91 | -0.05 | 8.88 |
Ø | nan | nan | nan | nan | nan | nan | nan | inf | 15.40 | 17.73 | 14.68 | 8.43 | 10.00 | 6.07 | 7.35 | 17.92 | 8.60 | 21.88 | -4.15 | 8.88 |
2003 | 2004 | 2005 | 2006 | 2007 | 2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 |
> +50% | Kein Jahr mit entsprechender Performance |
+50% | 2021 |
+40% | Kein Jahr mit entsprechender Performance |
+30% | 2019, 2014, 2013 |
+20% | 2016, 2012, 2011 |
+10% | 2023, 2017, 2015, 1970 |
-10% | 2022, 2020, 2018 |
-20% | Kein Jahr mit entsprechender Performance |
-30% | Kein Jahr mit entsprechender Performance |
-40% | Kein Jahr mit entsprechender Performance |
-50% | Kein Jahr mit entsprechender Performance |
< -50% | Kein Jahr mit entsprechender Performance |
-50% | +50% | ||
-40% | +40% | ||
-30% | +30% | ||
-20% | +20% | ||
-10% | +10% | ||
-0% | +0% |