Champions Select Balance VC/ DE000DWS2W30 /
| NAV16/05/2024 | Chg.+0.5600 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 130.4100EUR | +0.43% | reinvestment | Mixed Fund Worldwide | DWS Investment GmbH ▶ |
Performance mensuelle
| janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | 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 | 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 | - | - | - | - | - | - | - | - |
Valeurs calculées
| CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
|---|---|---|---|---|---|
| Volatilité | 5.15% | 4.86% | 5.76% | 7.18% | 8.23% |
| Ratio de Sharpe | 2.44 | 4.01 | 1.45 | -0.26 | 0.10 |
| Le meilleur mois | +3.77% | +5.12% | +5.12% | +5.17% | +8.10% |
| Le plus défavorable mois | -0.91% | -0.91% | -2.88% | -7.38% | -12.50% |
| Perte maximale | -2.60% | -2.60% | -5.94% | -17.89% | -23.61% |
| Surperformance | -0.63% | - | +1.87% | +17.22% | - |
Toutes les cotations dans EUR
Tranches
| Nom | Type de rendement | Prix de rachat | 1 An | 3 Ans | |
|---|---|---|---|---|---|
| Champions Select Balance VD | paying dividend | 130.3300 | +12.20% | - | |
| Champions Select Balance LD | paying dividend | 130.3200 | +12.21% | - | |
| Champions Select Balance VC | reinvestment | 130.4100 | +12.19% | +5.95% | |
| Champions Select Balance LC | reinvestment | 130.4100 | +12.20% | +5.96% |
Performance
| CAD | +5.78% | ||
|---|---|---|---|
| 6 Mois | +10.95% | ||
| 1 An | +12.19% | ||
| 3 Ans | +5.95% | ||
| 5 Ans | +25.50% | ||
| 10 ans | - | ||
| Depuis le début | +30.41% | ||
| Année | |||
| 2023 | +9.70% | ||
| 2022 | -15.02% | ||
| 2021 | +9.44% | ||
| 2020 | +6.43% | ||
| 2019 | +22.09% | ||
