Champions Select Balance VC/ DE000DWS2W30 /
| NAV16.05.2024 | Diff.+0,5600 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 130,4100EUR | +0,43% | thesaurierend | Mischfonds weltweit | DWS Investment GmbH ▶ |
Monatliche Performance
| Jän | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | 1,31 | 1,05 | 1,59 | -1,04 | -1,78 | -2,88 | 5,12 | 3,77 | +9,70% |
| 2024 | 1,00 | 1,09 | 2,63 | -0,91 | 1,87 | - | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 5,15% | 4,86% | 5,76% | 7,18% | 8,23% |
| Sharpe Ratio | 2,44 | 4,01 | 1,45 | -0,26 | 0,10 |
| Bester Monat | +3,77% | +5,12% | +5,12% | +5,17% | +8,10% |
| Schlechtester Monat | -0,91% | -0,91% | -2,88% | -7,38% | -12,50% |
| Maximaler Verlust | -2,60% | -2,60% | -5,94% | -17,89% | -23,61% |
| Outperformance | -0,63% | - | +1,87% | +17,22% | - |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Champions Select Balance VD | ausschüttend | 130,3300 | +12,20% | - | |
| Champions Select Balance LD | ausschüttend | 130,3200 | +12,21% | - | |
| Champions Select Balance VC | thesaurierend | 130,4100 | +12,19% | +5,95% | |
| Champions Select Balance LC | thesaurierend | 130,4100 | +12,20% | +5,96% |
Performance
| lfd. Jahr | +5,78% | ||
|---|---|---|---|
| 6 Monate | +10,95% | ||
| 1 Jahr | +12,19% | ||
| 3 Jahre | +5,95% | ||
| 5 Jahre | +25,50% | ||
| 10 Jahre | - | ||
| seit Beginn | +30,41% | ||
| Jahr | |||
| 2023 | +9,70% | ||
| 2022 | -15,02% | ||
| 2021 | +9,44% | ||
| 2020 | +6,43% | ||
| 2019 | +22,09% | ||
