DWS Future Trends LD/ DE0008476508 /
| NAV06.06.2024 | Diff.+1.7100 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 103.6000EUR | +1.68% | ausschüttend | Aktien weltweit | DWS Investment GmbH ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1971 | 1.99 | 1.55 | 3.29 | -1.74 | 1.27 | -0.08 | 2.93 | -1.56 | -2.59 | -4.32 | 1.19 | 4.71 | - |
| 1972 | 4.30 | 3.81 | 1.72 | -0.63 | 2.96 | -0.54 | 3.65 | -0.31 | -1.71 | -1.25 | 0.62 | -0.97 | - |
| 1973 | 3.68 | -0.98 | 3.12 | -3.62 | -6.82 | -1.93 | -3.94 | 1.70 | -1.37 | 5.22 | -6.40 | -1.22 | - |
| 1974 | 5.42 | -5.00 | -0.25 | 2.32 | -2.27 | -0.69 | 0.25 | -0.45 | -4.33 | 1.87 | 3.81 | 0.44 | - |
| 1975 | 9.89 | 7.37 | 1.70 | 2.49 | -3.62 | 2.29 | 5.24 | -2.55 | -1.57 | 4.62 | 4.34 | 0.80 | - |
| 1976 | 2.65 | -0.22 | 2.45 | -3.61 | 0.52 | 1.43 | -1.33 | -1.30 | 0.35 | -5.47 | 3.99 | 1.08 | - |
| 1977 | 0.39 | -1.79 | 2.56 | 4.51 | -2.07 | -0.84 | 0.85 | 1.78 | 0.69 | 1.05 | 0.37 | -1.27 | - |
| 1978 | 0.40 | 0.20 | -0.44 | -1.53 | 3.11 | 3.26 | 4.43 | 0.27 | 0.72 | -4.16 | 0.25 | 0.15 | - |
| 1979 | 0.40 | -2.40 | 0.31 | 0.15 | -3.01 | -2.00 | 3.49 | 2.75 | -0.56 | -4.26 | -0.43 | 0.29 | - |
| 1980 | 1.38 | 1.36 | -6.54 | 2.81 | 2.33 | 4.21 | 1.69 | -1.23 | 1.41 | 0.70 | 1.32 | -1.70 | - |
| 1981 | -1.21 | 0.00 | 2.57 | 4.15 | -1.64 | 6.16 | 2.35 | -1.79 | -5.72 | 0.25 | 4.51 | -2.76 | - |
| 1982 | 1.07 | 0.35 | 2.10 | -0.46 | -0.57 | -1.45 | 1.00 | -0.29 | 3.09 | -3.27 | -0.19 | 4.86 | - |
| 1983 | 0.66 | 7.47 | 8.79 | 7.21 | -4.91 | 5.82 | 4.41 | -3.13 | 1.17 | 3.98 | -0.39 | 2.94 | - |
| 1984 | 4.14 | -3.05 | 0.50 | 1.41 | -4.16 | 2.89 | -5.13 | 4.97 | 4.78 | 1.22 | -0.64 | 1.60 | - |
| 1985 | 3.33 | 0.87 | 1.98 | 2.67 | 9.23 | 7.47 | -3.40 | 7.92 | 4.92 | 11.65 | -1.29 | 9.34 | - |
| 1986 | 0.00 | -0.99 | 10.55 | 1.97 | -7.45 | -0.67 | -4.10 | 11.85 | -4.70 | 1.24 | 2.30 | -1.37 | - |
| 1987 | -8.21 | -2.00 | 3.79 | 0.83 | -0.54 | 7.09 | 6.25 | 1.10 | -2.05 | -19.28 | -10.91 | -2.58 | - |
| 1988 | -5.25 | 11.56 | 0.86 | 1.20 | 2.24 | 4.42 | 1.08 | -0.75 | 3.69 | 2.24 | -2.36 | 5.02 | - |
| 1989 | 3.94 | -3.40 | 4.67 | 4.61 | 2.81 | 0.39 | 3.14 | 4.56 | 2.25 | -6.62 | 2.69 | 4.78 | - |
| 1990 | -0.74 | 0.41 | - | - | 7.06 | - | 0.79 | -13.71 | - | -7.45 | -1.73 | - | - |
| 1991 | -0.56 | 7.05 | 0.03 | 1.96 | 1.78 | -2.82 | -1.68 | 0.71 | -2.08 | -1.68 | -8.75 | 0.52 | - |
| 1992 | 6.10 | 4.68 | -1.40 | 2.30 | 2.34 | -5.74 | -5.90 | -4.92 | -2.39 | 1.72 | 4.18 | 0.58 | - |
| 1993 | -0.61 | 6.16 | 5.05 | 1.91 | -3.55 | 9.36 | 4.99 | 2.95 | -5.39 | 5.58 | -5.71 | 2.59 | - |
| 1994 | 10.63 | -2.69 | -5.09 | 0.64 | -2.81 | -3.57 | 0.12 | 0.28 | -3.91 | -1.66 | 0.73 | 0.87 | - |
| 1995 | -0.17 | -1.24 | -2.94 | 2.65 | 3.39 | 2.53 | 5.54 | 3.09 | 3.27 | 1.94 | 4.11 | 2.41 | - |
| 1996 | 8.64 | 3.99 | 3.60 | 4.51 | 8.39 | 3.29 | -7.04 | 4.49 | 1.38 | 2.11 | 4.40 | 1.43 | - |
| 1997 | 8.63 | 5.23 | -0.75 | 0.37 | 1.99 | 3.13 | 6.41 | -6.16 | 3.34 | -3.57 | 1.69 | 4.79 | +27.00% |
| 1998 | 3.84 | 7.01 | 7.33 | 0.26 | 3.71 | 1.32 | 3.86 | -16.32 | -11.41 | 2.18 | 13.83 | 0.71 | +13.30% |
| 1999 | 6.84 | 1.43 | 7.65 | 10.14 | -4.04 | 6.20 | -1.62 | 1.34 | -0.25 | 4.46 | 14.65 | 14.36 | +78.34% |
| 2000 | 0.49 | 7.65 | 1.07 | -3.02 | -5.96 | 1.32 | 0.33 | 6.23 | -3.92 | -3.98 | -9.58 | -4.75 | -14.43% |
| 2001 | 0.88 | -5.30 | -5.60 | 3.02 | 0.08 | -4.01 | -4.75 | -6.33 | -9.08 | 2.80 | 6.41 | 2.81 | -18.58% |
| 2002 | -3.12 | -0.07 | 5.19 | -3.74 | 0.69 | -7.00 | -7.96 | -1.11 | -14.06 | 6.59 | 7.57 | -9.56 | -25.54% |
| 2003 | -6.70 | -2.94 | -4.40 | 9.07 | 3.61 | 6.41 | 4.97 | 7.61 | -5.13 | 3.82 | -2.38 | 1.98 | +15.32% |
| 2004 | 2.74 | -0.08 | 0.54 | -1.91 | -2.71 | 1.00 | -3.43 | -1.91 | 2.20 | 0.00 | 1.51 | -1.18 | -3.37% |
| 2005 | 2.53 | 3.09 | -0.53 | -3.68 | 7.25 | 3.71 | 4.27 | 0.90 | 6.34 | -6.29 | 4.33 | 5.82 | +30.39% |
| 2006 | 9.21 | 0.61 | 2.29 | 0.96 | -7.95 | -0.53 | -1.41 | 0.63 | 0.92 | 2.52 | 0.16 | 5.04 | +12.19% |
| 2007 | 1.39 | -1.35 | 1.12 | 4.46 | 3.28 | 0.25 | 0.04 | -0.72 | 2.78 | 3.21 | -7.13 | -1.21 | +5.72% |
| 2008 | -13.28 | 1.63 | -6.11 | 4.21 | 6.22 | -8.34 | -5.56 | 1.41 | -17.84 | -12.70 | -1.80 | -2.29 | -44.67% |
| 2009 | 3.78 | -6.06 | 5.15 | 15.61 | 11.24 | -0.94 | 3.20 | 1.86 | 0.10 | -0.44 | -5.21 | 7.72 | +39.70% |
| 2010 | -0.46 | 1.60 | 6.27 | 2.69 | -0.92 | -0.68 | 1.24 | 2.15 | -2.15 | 0.22 | 4.67 | 6.03 | +22.25% |
| 2011 | -2.61 | -1.44 | -5.41 | -3.29 | 0.92 | -6.17 | -2.33 | -10.24 | -5.66 | 4.37 | 0.61 | 1.09 | -27.01% |
| 2012 | 8.34 | 2.05 | -4.28 | -1.56 | -3.48 | 1.08 | 1.57 | -0.08 | 1.81 | -0.13 | 2.63 | 2.02 | +9.80% |
| 2013 | 2.08 | 0.51 | 2.07 | -3.09 | 4.14 | -5.49 | 3.34 | -1.10 | 3.56 | 1.89 | 2.25 | 1.21 | +11.47% |
| 2014 | -2.22 | 3.65 | -0.37 | -1.19 | 2.94 | 1.62 | -0.36 | 3.71 | 0.56 | 2.74 | 2.75 | 1.48 | +16.19% |
| 2015 | 5.38 | 6.81 | 3.88 | -1.57 | 3.41 | -3.59 | 2.34 | -7.42 | -6.18 | 8.56 | 4.51 | -3.92 | +11.19% |
| 2016 | -11.71 | 1.58 | 2.97 | 0.79 | 3.04 | -3.78 | 5.60 | -0.05 | -1.06 | -0.13 | 7.54 | 0.87 | +4.39% |
| 2017 | 0.80 | 4.81 | -1.04 | 0.98 | -0.05 | -1.27 | 0.41 | -1.79 | 2.88 | 2.83 | -0.04 | 0.52 | +9.20% |
| 2018 | -0.14 | -0.40 | -2.81 | 3.73 | 4.69 | 0.45 | 0.09 | 2.04 | -0.78 | -7.31 | 0.70 | -10.41 | -10.65% |
| 2019 | 8.65 | 4.95 | 0.95 | 5.23 | -6.13 | 5.03 | 3.83 | -3.30 | 1.69 | 0.75 | 4.74 | 1.09 | +30.06% |
| 2020 | 0.89 | -8.71 | -15.31 | 15.16 | 5.34 | 1.32 | 3.30 | 4.74 | -0.05 | 0.09 | 11.08 | 2.82 | +18.51% |
| 2021 | 2.78 | 1.71 | 0.09 | 2.62 | -0.98 | 2.55 | -1.55 | 2.67 | -2.08 | 2.76 | -1.28 | 2.97 | +12.70% |
| 2022 | -7.77 | -0.66 | 4.36 | -4.01 | -2.66 | -7.47 | 9.47 | -1.50 | -8.97 | 4.57 | -0.47 | -4.84 | -19.65% |
| 2023 | 4.23 | 0.47 | -1.36 | 0.50 | 3.88 | 1.47 | 2.70 | -0.46 | -2.31 | -7.60 | 11.77 | 3.74 | +17.10% |
| 2024 | 5.40 | 3.42 | 1.48 | -3.13 | 0.27 | 1.93 | - | - | - | - | - | - | - |
Einzelne Monate: Ausschüttungen nicht berücksichtigt
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 14.49% | 13.84% | 13.09% | 15.27% | 17.06% |
| Sharpe Ratio | 1.38 | 1.59 | 0.99 | -0.08 | 0.31 |
| Bester Monat | +5.40% | +5.40% | +11.77% | +11.77% | +15.16% |
| Schlechtester Monat | -3.13% | -3.13% | -7.60% | -8.97% | -15.31% |
| Maximaler Verlust | -6.51% | -6.51% | -11.64% | -22.49% | -35.31% |
| Outperformance | +18.40% | - | +20.65% | +26.26% | +27.14% |
Alle Kurse in EUR
Performance
| lfd. Jahr | +9.51% | ||
|---|---|---|---|
| 6 Monate | +12.10% | ||
| 1 Jahr | +16.74% | ||
| 3 Jahre | +7.98% | ||
| 5 Jahre | +53.72% | ||
| 10 Jahre | +127.45% | ||
| seit Beginn | +4599.20% | ||
| Jahr | |||
| 2023 | +17.10% | ||
| 2022 | -19.65% | ||
| 2021 | +12.70% | ||
| 2020 | +18.51% | ||
| 2019 | +30.06% | ||
| 2018 | -10.65% | ||
| 2017 | +9.20% | ||
| 2016 | +4.39% | ||
| 2015 | +11.19% | ||
Ausschüttungen
| 24.11.2023 | 0.05 EUR |
| 25.11.2022 | 0.05 EUR |
| 26.11.2021 | 0.05 EUR |
| 20.11.2020 | 0.05 EUR |
| 22.11.2019 | 0.22 EUR |
| 23.11.2018 | 0.40 EUR |
| 02.01.2018 | 0.05 EUR |
| 24.11.2017 | 0.18 EUR |
| 25.11.2016 | 0.22 EUR |
| 27.11.2015 | 0.18 EUR |
| 05.12.2014 | 0.11 EUR |
| 22.11.2013 | 0.06 EUR |
| 23.11.2012 | 0.10 EUR |
| 26.11.2010 | 0.05 EUR |
| 27.11.2009 | 0.27 EUR |
| 21.11.2008 | 0.30 EUR |
| 16.11.2007 | 0.30 EUR |
| 24.11.2006 | 0.30 EUR |
| 25.11.2005 | 0.30 EUR |
| 18.11.2004 | 0.35 EUR |
| 20.11.2003 | 0.30 EUR |
| 21.11.2002 | 0.40 EUR |
| 22.11.2001 | 0.75 EUR |
| 23.11.2000 | 0.26 EUR |
| 15.11.1999 | 0.75 EUR |
| 16.11.1998 | 0.66 EUR |
| 17.11.1997 | 0.66 EUR |
| 11.11.1996 | 0.61 EUR |
| 13.11.1995 | 0.61 EUR |
| 14.11.1994 | 0.61 EUR |
| 15.11.1993 | 0.61 EUR |
| 16.11.1992 | 0.61 EUR |
| 11.11.1991 | 0.61 EUR |
| 30.11.1990 | 0.51 EUR |
| 30.11.1989 | 0.51 EUR |
| 30.11.1988 | 0.61 EUR |
| 09.11.1987 | 0.64 EUR |
| 10.11.1986 | 0.64 EUR |
| 29.11.1985 | 0.64 EUR |
| 30.11.1984 | 0.64 EUR |
| 30.11.1983 | 0.64 EUR |
| 29.10.1982 | 0.64 EUR |
| 30.10.1981 | 0.79 EUR |
| 28.11.1980 | 0.72 EUR |
| 30.11.1979 | 0.72 EUR |
| 30.11.1978 | 0.82 EUR |
| 30.11.1977 | 0.87 EUR |
| 30.11.1976 | 1.07 EUR |
| 28.11.1975 | 1.07 EUR |
| 29.11.1974 | 1.02 EUR |
| 30.11.1973 | 1.07 EUR |
| 30.11.1972 | 1.07 EUR |
| 30.11.1971 | 0.77 EUR |
