Xtrackers MSCI World Information Technology UCITS ETF 1C/ IE00BM67HT60 /
| NAV03/05/2024 | Chg.+2.1256 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 78.3351USD | +2.79% | reinvestment | Equity Worldwide | DWS Investment SA ▶ |
Performance mensuelle
| janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2016 | - | - | - | -4.23 | 4.66 | -2.78 | 8.13 | 1.86 | 2.53 | -0.65 | -0.57 | 1.37 | - |
| 2017 | 4.54 | 4.67 | 2.51 | 2.40 | 4.84 | -2.34 | 4.11 | 3.02 | 1.04 | 7.11 | 1.17 | 0.44 | +38.72% |
| 2018 | 6.93 | -0.21 | -3.70 | 0.12 | 6.31 | -0.51 | 1.93 | 6.49 | -0.41 | -8.70 | -1.96 | -8.89 | -4.08% |
| 2019 | 8.67 | 6.44 | 4.28 | 6.38 | -8.42 | 8.65 | 2.85 | -2.16 | 1.58 | 3.85 | 5.35 | 4.14 | +48.72% |
| 2020 | 3.33 | -7.38 | -9.29 | 13.55 | 7.69 | 7.22 | 5.84 | 10.15 | -4.12 | -5.16 | 12.56 | 5.71 | +43.59% |
| 2021 | -0.57 | 1.21 | 0.72 | 5.46 | -0.99 | 6.79 | 3.55 | 3.86 | -5.72 | 7.52 | 2.63 | 2.58 | +29.69% |
| 2022 | -8.50 | -4.69 | 2.98 | -11.87 | -1.53 | -9.89 | 13.10 | -5.94 | -11.93 | 7.59 | 6.16 | -8.02 | -30.87% |
| 2023 | 10.06 | -0.02 | 10.02 | -0.16 | 8.16 | 6.20 | 2.78 | -1.89 | -6.84 | -0.93 | 13.77 | 4.39 | +53.49% |
| 2024 | 3.97 | 6.18 | 1.67 | -5.71 | 3.14 | - | - | - | - | - | - | - | - |
Valeurs calculées
| CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
|---|---|---|---|---|---|
| Volatilité | 20.18% | 18.03% | 17.91% | 23.35% | 25.74% |
| Ratio de Sharpe | 1.30 | 2.70 | 2.05 | 0.39 | 0.63 |
| Le meilleur mois | +6.18% | +13.77% | +13.77% | +13.77% | +13.77% |
| Le plus défavorable mois | -5.71% | -5.71% | -6.84% | -11.93% | -11.93% |
| Perte maximale | -9.58% | -9.58% | -12.33% | -36.07% | -36.07% |
| Surperformance | +11.67% | - | +7.16% | +46.64% | +92.94% |
Toutes les cotations dans USD
Performance
| CAD | +9.16% | ||
|---|---|---|---|
| 6 Mois | +23.28% | ||
| 1 An | +40.62% | ||
| 3 Ans | +43.95% | ||
| 5 Ans | +149.91% | ||
| Depuis le début | +396.85% | ||
| Année | |||
| 2023 | +53.49% | ||
| 2022 | -30.87% | ||
| 2021 | +29.69% | ||
| 2020 | +43.59% | ||
| 2019 | +48.72% | ||
| 2018 | -4.08% | ||
| 2017 | +38.72% | ||
