Список акций индустрии Asset Management
Используйте Stock Screener от PortfoliosLab, чтобы отбирать акции по сектору, индустрии, динамике, оценке и продвинутым риск-метрикам, таким как волатильность, коэффициент Шарпа и максимальная просадка.
Сравнивайте акции между собой, анализируйте ключевые фундаментальные показатели в одной таблице и сразу добавляйте инструменты в портфель для оптимизации.
Отрасль Asset Management
Тикер | Full Name | Сектор | Отрасль | Доход с начала года | Доход за 10 лет (в годовом исчислении) | Дивидендный доход | Ранг риск-доходности | Макс. просадка | Коэф-т Шарпа | Коэф-т Сортино | Коэф-т Омега | Коэф-т Мартина | Коэф-т Кальмара | Индекс Язвы |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Invesco Trust for Investment Grade Municipals | Financial Services | Asset Management | -2.35% | 2.14% | 7.80% | 58 | ||||||||
| Vinci Partners Investments Ltd. | Financial Services | Asset Management | -17.58% | — | 5.87% | 49 | ||||||||
| Invesco Advantage Municipal Income Trust II | Financial Services | Asset Management | -3.20% | 1.99% | 7.74% | 58 | ||||||||
| Invesco Municipal Trust | Financial Services | Asset Management | 1.41% | 2.44% | 7.85% | 60 | ||||||||
| Invesco High Income Trust II | Financial Services | Asset Management | -6.21% | 6.83% | 11.14% | 57 | ||||||||
| Invesco Municipal Opportunity Trust | Financial Services | Asset Management | 1.29% | 1.79% | 7.89% | 63 | ||||||||
| Invesco Pennsylvania Value Municipal Income Trust | Financial Services | Asset Management | 1.67% | 2.73% | 7.67% | 67 | ||||||||
| Virtus Investment Partners, Inc. | Financial Services | Asset Management | -20.85% | 8.68% | 7.31% | 16 | ||||||||
| Volta Finance Ltd | Financial Services | Asset Management | -14.12% | — | 10.51% | 39 | ||||||||
| Invesco Trust for Investment Grade New York Munici... | Financial Services | Asset Management | -2.20% | 1.79% | 7.43% | 71 | ||||||||
| Invesco Senior Income Trust | Financial Services | Asset Management | -2.70% | 6.44% | 14.85% | 22 | ||||||||
| WAM Capital Limited | Financial Services | Asset Management | -5.85% | 4.96% | 9.17% | 65 | ||||||||
| Walker Crips Group PLC | Financial Services | Asset Management | — | — | 0.00% | — | ||||||||
| WhiteHorse Finance, Inc. | Financial Services | Asset Management | 6.62% | 9.55% | 14.39% | 24 | ||||||||
| WAM Leaders Limited | Financial Services | Asset Management | 4.18% | — | 6.86% | 70 | ||||||||
| WisdomTree Inc. | Financial Services | Asset Management | 18.76% | 4.98% | 0.83% | 80 | ||||||||
| Waton Financial Ltd | Financial Services | Asset Management | 11.82% | — | 0.00% | — | ||||||||
| Worldwide Healthcare Ord | Financial Services | Asset Management | -8.39% | 7.74% | 0.70% | 63 | ||||||||
| TDb Split Corp. | Financial Services | Asset Management | -1.81% | 4.51% | 9.17% | 96 | ||||||||
| New Commerce Split Fund | Financial Services | Asset Management | 4.77% | 20.35% | 6.76% | 98 |