DWS ESG Dynamic Opportunities TFC/ DE000DWS2XY5 /
| NAV16/05/2024 | Var.+0.7400 | Type of yield | Focus sugli investimenti | Società d'investimento |
|---|---|---|---|---|
| 143.6700EUR | +0.52% | reinvestment | Mixed Fund Worldwide | DWS Investment GmbH ▶ |
Performance mensile
| gen | feb | mar | apr | mag | giu | lug | ago | set | ott | nov | dic | Totale | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 mesi | 1 anno | 3 anni | 5 anni | |
|---|---|---|---|---|---|
| Volatilità | 5.81% | 5.49% | 6.11% | 9.82% | 11.27% |
| Indice di Sharpe | 3.10 | 3.87 | 1.23 | 0.11 | 0.31 |
| Mese migliore | +3.12% | +5.21% | +5.21% | +5.31% | +9.15% |
| Mese peggiore | -0.71% | -0.71% | -2.44% | -6.20% | -9.35% |
| Perdita massima | -2.11% | -2.11% | -5.47% | -15.95% | -25.27% |
| Outperformance | +7.22% | - | +7.40% | - | - |
Tutte le quotazioni in EUR
Tranches
| Nome | Type of yield | Prezzo di riacquisto | 1 anno | 3 anni | |
|---|---|---|---|---|---|
| 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% |
Prestazione
| YTD | +7.57% | ||
|---|---|---|---|
| 6 mesi | +11.74% | ||
| 1 anno | +11.32% | ||
| 3 anni | +15.40% | ||
| 5 anni | +42.04% | ||
| 10 anni | - | ||
| Dall'inizio | +43.11% | ||
| Anno | |||
| 2023 | +10.65% | ||
| 2022 | -12.04% | ||
| 2021 | +18.88% | ||
| 2020 | +5.36% | ||
| 2019 | +20.01% | ||
