1842 Potential/ DE000A2DJVR9 /
| NAV31/05/2024 | Chg.-0.1200 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 62.7500EUR | -0.19% | paying dividend | Mixed Fund Worldwide | Deka Vermögensmgmt. ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018 | - | - | - | - | - | - | - | - | - | - | 0.56 | -3.78 | - |
| 2019 | 2.96 | 1.96 | 0.69 | 3.33 | -3.40 | 2.20 | 0.68 | -2.04 | 1.15 | 0.72 | 2.46 | 0.93 | +12.03% |
| 2020 | -0.02 | -4.08 | -9.28 | 7.94 | 1.90 | 1.90 | 0.02 | 3.38 | -2.11 | -3.23 | 6.11 | 1.53 | +2.90% |
| 2021 | -0.65 | 3.02 | 2.53 | 1.76 | 0.05 | 1.66 | 0.26 | 1.03 | -1.56 | 1.88 | -1.41 | 2.68 | +11.70% |
| 2022 | -4.82 | -1.92 | 2.26 | -2.40 | -1.91 | -4.60 | 3.05 | 0.30 | -2.51 | 0.84 | 2.48 | -1.99 | -11.02% |
| 2023 | 3.11 | 0.33 | 0.15 | 0.40 | 1.77 | 0.39 | 1.40 | -1.21 | -0.94 | -1.82 | 3.54 | 2.04 | +9.39% |
| 2024 | 1.91 | 2.60 | 2.60 | -0.82 | 1.47 | - | - | - | - | - | - | - | - |
Single months: Dividends not considered
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 3.95% | 3.70% | 3.94% | 5.52% | 6.85% |
| Sharpe ratio | 4.23 | 4.77 | 1.97 | -0.11 | 0.19 |
| Best month | +2.60% | +3.54% | +3.54% | +3.54% | +7.94% |
| Worst month | -0.82% | -0.82% | -1.82% | -4.82% | -9.28% |
| Maximum loss | -2.24% | -2.24% | -3.91% | -14.72% | -19.58% |
| Outperformance | -3.03% | - | -7.62% | -1.58% | - |
All quotes in EUR
Performance
| YTD | +7.97% | ||
|---|---|---|---|
| 6 Months | +10.17% | ||
| 1 Year | +11.58% | ||
| 3 Years | +9.87% | ||
| 5 Years | +28.25% | ||
| 10 Years | - | ||
| Since start | +26.17% | ||
| Year | |||
| 2023 | +9.39% | ||
| 2022 | -11.02% | ||
| 2021 | +11.70% | ||
| 2020 | +2.90% | ||
| 2019 | +12.03% | ||
Dividends
| 20/08/2021 | 0.20 EUR |
| 21/08/2020 | 0.10 EUR |
