SABADELL ESTADOS UNIDOS BOLSA, FI PYME

Compact prospectus / KIID: Download compact prospectus / KIID in PDF (Spanish version)

Monthly file: Download monthly file in pds

Management company: SABADELL ASSET MANAGEMENT, S.A.,S.G.I.I.C.

Category: INTERNATIONAL USA EQUITIES

VDOS Rating: * * *

Risk Profile: 6 on a scale of 1 to 7

Indicative term of the investment: 7 aņos.

  • 2021 %
    25,68%
  • % Current quarter
    2,33%
  • Date
    23/09/2021

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EDHEC ALPHA LEAGUE TABLE,
LIPPER LEADER,
STANDARD & POOR'S RATING,
MORNINGSTAR RATING, ...

Returns

Annual (%)

Annual returns
2021 2020 2019 2018 2017 2016
25,68% 6,42% 28,28% -4,49% 9,02% ·

Quarterly (%)

Quarterly returns
Current Q2 2021 Q1 2021 Q4 2020 Q3 2020
2,33% 8,80% 12,88% 9,71% 4,53%

Short-term (%)

Short-term returns
1 month 3 months 6 months 1 year
Calculated from the date of the last policy change: -
-1,62% 3,10% 13,24% 40,91%

Long-term (%)

Long-term returns
TAE 2 years TAE 3 years TAE 5 years TAE 10 years
Calculated from the date of the last policy change: -
18,45% 13,10% 14,97% ·

Calculations made in EUR currency.