DWS ESG Dynamic Opportunities TFC/ DE000DWS2XY5 /
| NAV17/05/2024 | Chg.-0.2700 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 143.4000EUR | -0.19% | reinvestment | Mixed Fund Worldwide | DWS Investment GmbH ▶ |
Performance mensuelle
| janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | 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 | 2.22 | - | - | - | - | - | - | - | - |
Valeurs calculées
| CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
|---|---|---|---|---|---|
| Volatilité | 5.79% | 5.50% | 6.12% | 9.81% | 11.27% |
| Ratio de Sharpe | 2.97 | 3.50 | 1.19 | 0.10 | 0.29 |
| Le meilleur mois | +3.12% | +5.21% | +5.21% | +5.31% | +9.15% |
| Le plus défavorable mois | -0.71% | -0.71% | -2.44% | -6.20% | -9.35% |
| Perte maximale | -2.11% | -2.11% | -5.47% | -15.95% | -25.27% |
| Surperformance | +7.22% | - | +7.40% | - | - |
Toutes les cotations dans EUR
Tranches
| Nom | Type de rendement | Prix de rachat | 1 An | 3 Ans | |
|---|---|---|---|---|---|
| DWS ESG Dynamic Opportunities SC | reinvestment | 65.8200 | +11.62% | +16.76% | |
| DWS ESG Dynamic Opportunities TF... | reinvestment | 143.4000 | +11.09% | +15.18% | |
| DWS ESG Dynamic Opportunities MF... | reinvestment | 152.1700 | +11.59% | +16.75% | |
| DWS ESG Dynamic Opportunities FC | reinvestment | 63.7100 | +11.09% | +15.17% | |
| DWS ESG Dynamic Opportunities LC | reinvestment | 60.7400 | +10.40% | +12.96% | |
| DWS ESG Dynamic Opportunities LD | paying dividend | 59.7800 | +10.39% | +12.98% |
Performance
| CAD | +7.37% | ||
|---|---|---|---|
| 6 Mois | +10.85% | ||
| 1 An | +11.09% | ||
| 3 Ans | +15.18% | ||
| 5 Ans | +40.80% | ||
| 10 ans | - | ||
| Depuis le début | +42.84% | ||
| Année | |||
| 2023 | +10.65% | ||
| 2022 | -12.04% | ||
| 2021 | +18.88% | ||
| 2020 | +5.36% | ||
| 2019 | +20.01% | ||
