DWS ESG Akkumula IC/ DE000DWS3EY3 /
| NAV29/05/2024 | Chg.-15.4001 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 2,210.6499USD | -0.69% | reinvestment | Equity Worldwide | DWS Investment GmbH ▶ |
Performance mensuelle
| janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | 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 | - | - | - | - | - | - | - | - |
Valeurs calculées
| CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
|---|---|---|---|---|---|
| Volatilité | 9.37% | 9.10% | 9.71% | -% | -% |
| Ratio de Sharpe | 2.16 | 3.10 | 2.02 | - | - |
| Le meilleur mois | +5.27% | +8.74% | +8.74% | +8.74% | - |
| Le plus défavorable mois | -1.53% | -1.53% | -3.30% | -8.36% | - |
| Perte maximale | -4.12% | -4.12% | -8.79% | - | - |
| Surperformance | - | - | - | - | - |
Toutes les cotations dans USD
Tranches
| Nom | Type de rendement | Prix de rachat | 1 An | 3 Ans | |
|---|---|---|---|---|---|
| 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
| CAD | +9.12% | ||
|---|---|---|---|
| 6 Mois | +14.75% | ||
| 1 An | +23.33% | ||
| 3 Ans | - | ||
| 5 Ans | - | ||
| 10 ans | - | ||
| Depuis le début | +20.82% | ||
| Année | |||
| 2023 | +24.59% | ||
