1842 Potential/ DE000A2DJVR9 /
NAV06/06/2024 | Diferencia+0.2100 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
---|---|---|---|---|
62.9800EUR | +0.33% | paying dividend | Mixed Fund Worldwide | Deka Vermögensmgmt. ▶ |
Rendimiento mensual
ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | 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 | 0.37 | - | - | - | - | - | - | - |
Meses individuales: Dividendos no considerados
Valores estimados
Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
---|---|---|---|---|---|
Volatilidad | 3.90% | 3.68% | 3.94% | 5.52% | 6.85% |
Índice de Sharpe | 4.33 | 4.46 | 1.93 | -0.10 | 0.18 |
El mes mejor | +2.60% | +2.60% | +3.54% | +3.54% | +7.94% |
El mes peor | -0.82% | -0.82% | -1.82% | -4.82% | -9.28% |
Pérdida máxima | -2.24% | -2.24% | -3.91% | -14.72% | -19.58% |
Rendimiento superior | -3.03% | - | -7.62% | -1.58% | - |
Todas las cotizaciones en EUR
Performance
Año hasta la fecha | +8.36% | ||
---|---|---|---|
6 Meses | +9.61% | ||
Promedio móvil | +11.37% | ||
3 Años | +9.93% | ||
5 Años | +27.74% | ||
10 Años | - | ||
Desde el principio | +26.64% | ||
Año | |||
2023 | +9.39% | ||
2022 | -11.02% | ||
2021 | +11.70% | ||
2020 | +2.90% | ||
2019 | +12.03% |
Dividendos
20/08/2021 | 0.20 EUR |
21/08/2020 | 0.10 EUR |