Champions Select Balance VD/ DE000DWS3EE5 /
| NAV29/05/2024 | Diferencia-0.0900 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 129.5100EUR | -0.07% | paying dividend | Mixed Fund Worldwide | DWS Investment GmbH ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | - | -1.90 | 0.94 | -2.02 | -2.16 | -4.73 | 5.18 | -0.17 | -7.37 | 2.04 | 2.78 | -2.74 | -14.95% |
| 2023 | 3.96 | -0.14 | -1.65 | 0.32 | 1.30 | 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 | 1.24 | - | - | - | - | - | - | - | - |
Meses individuales: Dividendos no considerados
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 5.01% | 4.89% | 5.73% | -% | -% |
| Índice de Sharpe | 1.86 | 3.50 | 1.32 | - | - |
| El mes mejor | +3.77% | +5.12% | +5.12% | +5.18% | - |
| El mes peor | -0.91% | -0.91% | -2.88% | -7.37% | - |
| Pérdida máxima | -2.61% | -2.61% | -5.94% | - | - |
| Rendimiento superior | - | - | - | - | - |
Todas las cotizaciones en EUR
Tramos
| Nombre | Tipo de beneficio | Prec. de rescate | Promedio móvil | 3 Años | |
|---|---|---|---|---|---|
| Champions Select Balance VD | paying dividend | 129.5100 | +11.33% | - | |
| Champions Select Balance LD | paying dividend | 129.5000 | +11.34% | - | |
| Champions Select Balance VC | reinvestment | 129.5900 | +11.33% | +3.32% | |
| Champions Select Balance LC | reinvestment | 129.5800 | +11.32% | +3.33% |
Performance
| Año hasta la fecha | +5.11% | ||
|---|---|---|---|
| 6 Meses | +9.86% | ||
| Promedio móvil | +11.33% | ||
| 3 Años | - | ||
| 5 Años | - | ||
| 10 Años | - | ||
| Desde el principio | -1.93% | ||
| Año | |||
| 2023 | +9.70% | ||
| 2022 | -14.95% | ||
Dividendos
| 24/11/2023 | 0.05 EUR |
| 25/11/2022 | 0.05 EUR |
