DWS ESG Investa TFC/ DE000DWS28A6 /
| NAV30/04/2024 | Chg.-0.8400 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 133.8500EUR | -0.62% | reinvestment | Equity Mixed Sectors | DWS Investment GmbH ▶ |
Performance mensuelle
| janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2020 | - | - | - | - | - | - | - | 5.06 | -2.85 | -9.94 | 18.81 | 3.91 | - |
| 2021 | -1.65 | 1.32 | 7.82 | 1.22 | 2.87 | 0.76 | -0.31 | 3.32 | -4.27 | 2.38 | -3.13 | 5.65 | +16.46% |
| 2022 | -4.25 | -10.71 | 1.11 | -3.71 | 1.99 | -15.02 | 7.17 | -4.35 | -8.17 | 10.54 | 10.23 | -3.69 | -20.31% |
| 2023 | 10.18 | 1.70 | -0.33 | 0.02 | 0.13 | 0.80 | 2.68 | -3.24 | -3.12 | -5.35 | 10.54 | 3.09 | +17.06% |
| 2024 | 0.15 | 3.67 | 3.60 | -2.99 | - | - | - | - | - | - | - | - | - |
Valeurs calculées
| CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
|---|---|---|---|---|---|
| Volatilité | 10.44% | 10.61% | 11.97% | 19.56% | -% |
| Ratio de Sharpe | 0.97 | 3.67 | 0.40 | -0.12 | - |
| Le meilleur mois | +3.67% | +10.54% | +10.54% | +10.54% | - |
| Le plus défavorable mois | -2.99% | -5.35% | -5.35% | -15.02% | - |
| Perte maximale | -4.78% | -4.78% | -12.09% | -34.12% | - |
| Surperformance | - | - | - | - | - |
Toutes les cotations dans EUR
Tranches
| Nom | Type de rendement | Prix de rachat | 1 An | 3 Ans | |
|---|---|---|---|---|---|
| DWS ESG Investa GLC | reinvestment | 218.4000 | +8.44% | +3.67% | |
| DWS ESG Investa TFC | reinvestment | 133.8500 | +8.54% | +4.24% | |
| DWS ESG Investa LD | paying dividend | 202.0100 | +7.93% | +2.43% |
Performance
| CAD | +4.35% | ||
|---|---|---|---|
| 6 Mois | +19.44% | ||
| 1 An | +8.54% | ||
| 3 Ans | +4.24% | ||
| 5 Ans | - | ||
| Depuis le début | +33.85% | ||
| Année | |||
| 2023 | +17.06% | ||
| 2022 | -20.31% | ||
| 2021 | +16.46% | ||
