DWS ESG Akkumula IC/ DE000DWS3EY3 /
| NAV29/05/2024 | Diferencia-15.4001 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 2,210.6499USD | -0.69% | reinvestment | Equity Worldwide | DWS Investment GmbH ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | - | - | - | -6.29 | -1.46 | -7.28 | 3.61 | -3.20 | -8.36 | 4.94 | 5.31 | -1.52 | - |
| 2023 | 4.85 | -1.70 | 2.73 | 2.87 | 0.70 | 3.08 | 4.43 | -1.45 | -3.28 | -3.30 | 8.74 | 5.27 | +24.59% |
| 2024 | 2.67 | 1.06 | 3.38 | -1.53 | 3.31 | - | - | - | - | - | - | - | - |
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 9.37% | 9.10% | 9.71% | -% | -% |
| Índice de Sharpe | 2.16 | 3.10 | 2.02 | - | - |
| El mes mejor | +5.27% | +8.74% | +8.74% | +8.74% | - |
| El mes peor | -1.53% | -1.53% | -3.30% | -8.36% | - |
| Pérdida máxima | -4.12% | -4.12% | -8.79% | - | - |
| Rendimiento superior | - | - | - | - | - |
Todas las cotizaciones en USD
Tramos
| Nombre | Tipo de beneficio | Prec. de rescate | Promedio móvil | 3 Años | |
|---|---|---|---|---|---|
| DWS ESG Akkumula IC | reinvestment | 2,210.6499 | +23.33% | - | |
| DWS ESG Akkumula ID | paying dividend | 2,018.6700 | +21.82% | +35.32% | |
| DWS ESG Akkumula TFC | reinvestment | 2,074.1699 | +21.58% | +34.51% | |
| DWS ESG Akkumula LD | paying dividend | 1,981.4200 | +20.80% | +31.92% | |
| DWS ESG Akkumula LC | reinvestment | 2,001.4800 | +20.79% | +31.92% |
Performance
| Año hasta la fecha | +9.12% | ||
|---|---|---|---|
| 6 Meses | +14.75% | ||
| Promedio móvil | +23.33% | ||
| 3 Años | - | ||
| 5 Años | - | ||
| 10 Años | - | ||
| Desde el principio | +20.82% | ||
| Año | |||
| 2023 | +24.59% | ||
