Champions Select Balance LC/ DE000DWS2W22 /
NAV9/21/2023 | Chg.-0.0500 | Type of yield | Investment Focus | Investment company |
---|---|---|---|---|
118.4500EUR | -0.04% | reinvestment | Mixed Fund Worldwide | DWS Investment GmbH ▶ |
Monthly performance
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2018 | - | - | - | - | - | - | - | - | - | -4.34 | 1.20 | -4.70 | - |
2019 | 6.09 | 3.20 | 1.83 | 2.41 | -2.34 | 2.20 | 2.48 | 0.06 | 1.44 | -0.16 | 2.26 | 0.89 | +22.10% |
2020 | 1.29 | -3.44 | -12.49 | 8.09 | 2.61 | 1.28 | 1.28 | 2.18 | -0.21 | 0.54 | 5.53 | 1.02 | +6.42% |
2021 | 1.93 | 0.71 | 0.35 | 1.27 | -0.50 | 3.17 | -0.24 | 0.78 | -1.24 | 1.38 | 0.23 | 1.29 | +9.44% |
2022 | -5.26 | -1.91 | 0.94 | -2.03 | -2.16 | -4.73 | 5.17 | -0.17 | -7.37 | 2.04 | 2.78 | -2.73 | -15.01% |
2023 | 3.95 | -0.14 | -1.65 | 0.32 | 1.30 | 1.05 | 1.59 | -1.04 | -0.03 | - | - | - | - |
Calculated values
YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
---|---|---|---|---|---|
Volatility | 6.20% | 5.79% | 6.87% | 7.41% | 8.36% |
Sharpe ratio | 0.59 | 0.82 | -0.16 | -0.30 | -0.06 |
Best month | +3.95% | +1.59% | +3.95% | +5.53% | +8.09% |
Worst month | -2.73% | -1.65% | -7.37% | -7.37% | -12.49% |
Maximum loss | -4.69% | -3.23% | -4.69% | -17.89% | -23.61% |
Outperformance | +7.43% | - | +8.30% | - | - |
All quotes in EUR
Tranches
Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
---|---|---|---|---|---|
Champions Select Balance VD | paying dividend | 118.4300 | +2.86% | - | |
Champions Select Balance LD | paying dividend | 118.4200 | +2.87% | - | |
Champions Select Balance VC | reinvestment | 118.4600 | +2.86% | +5.15% | |
Champions Select Balance LC | reinvestment | 118.4500 | +2.86% | +5.14% |
Performance
YTD | +5.39% | ||
---|---|---|---|
6 Months | +4.30% | ||
1 Year | +2.86% | ||
3 Years | +5.14% | ||
5 Years | +18.45% | ||
Since start | +18.45% | ||
Year | |||
2022 | -15.01% | ||
2021 | +9.44% | ||
2020 | +6.42% | ||
2019 | +22.10% |