DWS European Opportunities TFC/ DE000DWS2NN9 /
NAV2024-03-28 | Chg.+1.9800 | Type of yield | Investment Focus | Investment company |
---|---|---|---|---|
491.7800EUR | +0.40% | reinvestment | Equity Europe | DWS Investment GmbH ▶ |
Monthly performance
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2017 | - | - | - | - | - | - | - | -1.58 | 4.39 | 1.78 | -1.76 | 0.80 | - |
2018 | 4.14 | -3.39 | -2.22 | 4.35 | 1.79 | 0.26 | -1.31 | -1.36 | -2.78 | -6.01 | -5.01 | -8.53 | -19.03% |
2019 | 11.06 | 3.06 | 0.85 | 6.07 | -8.22 | 5.90 | 2.54 | -0.55 | 2.66 | 3.47 | 6.97 | 3.87 | +43.23% |
2020 | -0.71 | -7.43 | -18.80 | 14.85 | 7.24 | 1.01 | 2.93 | 3.72 | -1.24 | -3.51 | 15.78 | 7.05 | +17.06% |
2021 | 0.74 | 3.82 | 5.32 | 3.11 | 1.94 | -1.15 | 1.59 | 2.41 | -4.69 | 1.90 | -4.08 | 3.67 | +14.98% |
2022 | -5.55 | -4.52 | 0.59 | -2.21 | -1.82 | -12.23 | 8.21 | -4.64 | -10.60 | 7.77 | 6.27 | -1.76 | -20.67% |
2023 | 8.59 | 1.78 | -4.24 | 1.54 | -1.45 | 2.45 | 2.20 | -2.72 | -3.44 | -4.81 | 10.69 | 3.72 | +13.83% |
2024 | -1.85 | 2.15 | 3.31 | - | - | - | - | - | - | - | - | - | - |
Calculated values
YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
---|---|---|---|---|---|
Volatility | 8.13% | 11.29% | 11.63% | 17.21% | 20.25% |
Sharpe ratio | 1.50 | 2.66 | 0.97 | -0.25 | 0.27 |
Best month | +3.72% | +10.69% | +10.69% | +10.69% | +15.78% |
Worst month | -1.85% | -4.81% | -4.81% | -12.23% | -18.80% |
Maximum loss | -4.35% | -6.19% | -12.06% | -32.22% | -41.39% |
Outperformance | -2.56% | - | +9.55% | +37.71% | - |
All quotes in EUR
Tranches
Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
---|---|---|---|---|---|
DWS European Opportunities TFC | reinvestment | 491.7800 | +15.22% | -1.27% | |
DWS European Opportunities LD | paying dividend | 448.1900 | +14.53% | -3.03% |
Performance
YTD | +3.58% | ||
---|---|---|---|
6 Months | +15.58% | ||
1 Year | +15.22% | ||
3 Years | -1.27% | ||
5 Years | +56.46% | ||
Since start | +52.39% | ||
Year | |||
2023 | +13.83% | ||
2022 | -20.67% | ||
2021 | +14.98% | ||
2020 | +17.06% | ||
2019 | +43.23% | ||
2018 | -19.03% |