CARTERAS
2.5. Rentabilidad mensual frente a índices
Actualizado: 19/9/2021
| RENTABILIDAD MENSUAL FRENTE A ÍNDICES (EJERCICIO EN CURSO) | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CARTERAS | ENE | FEB | MAR | ABR | MAY | JUN | JUL | AGO | SEP | OCT | NOV | DIC |
| C.C. CONSERVADORA | 0,24% | 0,76% | 0,41% | -0,1% | -0,38% | 0,66% | 0,26% | 0,89% | -0,24% | 0% | 0% | 0% |
| C.C. MODERADA | 1,06% | 1,16% | 0,39% | 0,65% | -0,67% | 1,19% | 0,41% | 1,81% | -0,75% | 0% | 0% | 0% |
| C.C. DINÁMICA | 1,75% | 1,56% | 0,39% | 1,44% | -0,98% | 1,75% | 0,68% | 2,72% | -1,09% | 0% | 0% | 0% |
| ÍNDICES | ENE | FEB | MAR | ABR | MAY | JUN | JUL | AGO | SEP | OCT | NOV | DIC |
| EUROSTOXX 50 | -2,52% | 4,45% | 8,51% | 0,73% | 1,63% | 0,61% | 0,47% | 2,77% | -1,56% | 0% | 0% | 0% |
| SP500 | -1,11% | 2,61% | 5,48% | 4,01% | 0,61% | 2,22% | 2,27% | 2,9% | -1,98% | 0% | 0% | 0% |