DWS ESG Dynamic Opportunities TFC/ DE000DWS2XY5 /
NAV16/05/2024 | Diferencia+0.7400 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
---|---|---|---|---|
143.6700EUR | +0.52% | reinvestment | Mixed Fund Worldwide | DWS Investment GmbH ▶ |
Rendimiento mensual
ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2018 | - | - | - | - | - | - | - | - | - | - | 0.76 | -5.53 | - |
2019 | 4.46 | 3.24 | 1.75 | 2.82 | -2.79 | 2.98 | 1.45 | -0.94 | 1.28 | 0.97 | 2.40 | 0.97 | +20.01% |
2020 | -0.15 | -6.04 | -9.35 | 9.15 | 2.50 | 1.95 | 1.60 | 3.69 | -2.66 | -3.80 | 8.36 | 1.61 | +5.36% |
2021 | -0.03 | 1.60 | 4.27 | 1.75 | 1.28 | 1.71 | 0.96 | 2.47 | -2.35 | 2.08 | 0.36 | 3.47 | +18.88% |
2022 | -3.53 | -2.92 | 1.85 | -2.70 | -1.77 | -4.76 | 5.31 | -1.36 | -6.20 | 3.76 | 3.17 | -2.86 | -12.04% |
2023 | 4.59 | -0.32 | 0.46 | 1.19 | 0.92 | -0.29 | 1.03 | -0.63 | -1.27 | -2.44 | 5.21 | 2.00 | +10.65% |
2024 | 2.51 | 0.09 | 3.12 | -0.71 | 2.41 | - | - | - | - | - | - | - | - |
Valores estimados
Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
---|---|---|---|---|---|
Volatilidad | 5.81% | 5.49% | 6.11% | 9.82% | 11.27% |
Índice de Sharpe | 3.10 | 3.87 | 1.23 | 0.11 | 0.31 |
El mes mejor | +3.12% | +5.21% | +5.21% | +5.31% | +9.15% |
El mes peor | -0.71% | -0.71% | -2.44% | -6.20% | -9.35% |
Pérdida máxima | -2.11% | -2.11% | -5.47% | -15.95% | -25.27% |
Rendimiento superior | +7.22% | - | +7.40% | - | - |
Todas las cotizaciones en EUR
Tramos
Nombre | Tipo de beneficio | Prec. de rescate | Promedio móvil | 3 Años | |
---|---|---|---|---|---|
DWS ESG Dynamic Opportunities SC | reinvestment | 65.9400 | +11.84% | +16.98% | |
DWS ESG Dynamic Opportunities TF... | reinvestment | 143.6700 | +11.32% | +15.40% | |
DWS ESG Dynamic Opportunities MF... | reinvestment | 152.4600 | +11.83% | +16.97% | |
DWS ESG Dynamic Opportunities FC | reinvestment | 63.8400 | +11.34% | +15.40% | |
DWS ESG Dynamic Opportunities LC | reinvestment | 60.8500 | +10.60% | +13.17% | |
DWS ESG Dynamic Opportunities LD | paying dividend | 59.8900 | +10.61% | +13.19% |
Performance
Año hasta la fecha | +7.57% | ||
---|---|---|---|
6 Meses | +11.74% | ||
Promedio móvil | +11.32% | ||
3 Años | +15.40% | ||
5 Años | +42.04% | ||
10 Años | - | ||
Desde el principio | +43.11% | ||
Año | |||
2023 | +10.65% | ||
2022 | -12.04% | ||
2021 | +18.88% | ||
2020 | +5.36% | ||
2019 | +20.01% |