Champions Select Balance VC/ DE000DWS2W30 /
NAV5/25/2023 | Chg.-0.4600 | Type of yield | Investment Focus | Investment company |
---|---|---|---|---|
115.8300EUR | -0.40% | 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 | -4.69 | - |
2019 | 6.08 | 3.20 | 1.83 | 2.41 | -2.34 | 2.20 | 2.48 | 0.07 | 1.43 | -0.16 | 2.26 | 0.89 | +22.09% |
2020 | 1.29 | -3.43 | -12.50 | 8.10 | 2.60 | 1.28 | 1.29 | 2.18 | -0.21 | 0.53 | 5.54 | 1.02 | +6.43% |
2021 | 1.93 | 0.71 | 0.35 | 1.26 | -0.49 | 3.17 | -0.24 | 0.78 | -1.24 | 1.37 | 0.24 | 1.29 | +9.44% |
2022 | -5.26 | -1.91 | 0.94 | -2.03 | -2.16 | -4.73 | 5.17 | -0.16 | -7.38 | 2.04 | 2.78 | -2.74 | -15.02% |
2023 | 3.96 | -0.14 | -1.65 | 0.31 | 0.62 | - | - | - | - | - | - | - | - |
Calculated values
YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
---|---|---|---|---|---|
Volatility | 6.45% | 6.54% | 8.18% | 7.68% | -% |
Sharpe ratio | 0.71 | -0.56 | -0.42 | -0.08 | - |
Best month | +3.96% | +3.96% | +5.17% | +5.54% | +8.10% |
Worst month | -2.74% | -2.74% | -7.38% | -7.38% | -12.50% |
Maximum loss | -4.69% | -4.69% | -10.52% | -17.89% | - |
Outperformance | -0.63% | - | +1.87% | +17.22% | - |
All quotes in EUR
Tranches
Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
---|---|---|---|---|---|
Champions Select Balance VD | paying dividend | 115.8000 | -0.04% | - | |
Champions Select Balance LD | paying dividend | 115.7800 | - | - | |
Champions Select Balance VC | reinvestment | 115.8300 | -0.05% | +8.74% | |
Champions Select Balance LC | reinvestment | 115.8200 | -0.06% | +8.74% |
Performance
YTD | +3.06% | ||
---|---|---|---|
6 Months | -0.12% | ||
1 Year | -0.05% | ||
3 Years | +8.74% | ||
5 Years | - | ||
Since start | +15.83% | ||
Year | |||
2022 | -15.02% | ||
2021 | +9.44% | ||
2020 | +6.43% | ||
2019 | +22.09% |