DWS Garant 80 ETF-Portfolio/ LU1217268405 /
NAV2024-03-27 | Chg.+0.1800 | Type of yield | Investment Focus | Investment company |
---|---|---|---|---|
152.4900EUR | +0.12% | reinvestment | Other Funds Worldwide | DWS Investment SA ▶ |
Monthly performance
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2015 | - | - | - | - | - | - | - | - | - | - | 1.85 | -3.66 | - |
2016 | -3.35 | 0.19 | 0.56 | -0.30 | 0.81 | -2.12 | 3.31 | 0.93 | -0.99 | 0.90 | 3.59 | 2.44 | +5.90% |
2017 | 0.36 | 4.11 | 0.25 | -0.42 | -0.48 | -1.06 | -0.39 | -1.16 | 1.25 | 3.32 | -0.04 | 0.94 | +6.75% |
2018 | 1.23 | -3.84 | -3.08 | 1.87 | 2.90 | -0.68 | 2.13 | 1.25 | 0.96 | -5.23 | 0.24 | -3.18 | -5.69% |
2019 | 1.81 | 1.98 | 2.42 | 3.41 | -5.12 | 3.94 | 3.09 | -2.98 | 1.89 | 0.57 | 3.88 | 1.57 | +17.26% |
2020 | 0.63 | -7.56 | -6.70 | 1.08 | 0.44 | 0.16 | -0.18 | 3.94 | -2.24 | -1.81 | 6.33 | 1.35 | -5.28% |
2021 | 1.51 | 1.20 | 4.31 | 1.37 | 0.55 | 3.41 | 0.46 | 2.79 | -1.17 | 2.46 | 1.35 | 2.77 | +23.01% |
2022 | -4.26 | -1.82 | 1.29 | -1.55 | -1.87 | -1.28 | 1.70 | -1.53 | -3.73 | 0.48 | 0.52 | -1.59 | -12.99% |
2023 | 1.26 | 0.23 | -1.29 | -0.27 | 3.13 | 2.52 | 2.45 | -1.30 | -1.66 | -3.44 | 5.00 | 3.17 | +9.88% |
2024 | 3.26 | 2.81 | 3.27 | - | - | - | - | - | - | - | - | - | - |
Calculated values
YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
---|---|---|---|---|---|
Volatility | 7.00% | 7.79% | 8.45% | 8.64% | 9.80% |
Sharpe ratio | 6.36 | 3.71 | 1.99 | 0.29 | 0.25 |
Best month | +3.27% | +5.00% | +5.00% | +5.00% | +6.33% |
Worst month | +2.81% | -3.44% | -3.44% | -4.26% | -7.56% |
Maximum loss | -1.35% | -4.60% | -6.70% | -15.00% | -18.62% |
Outperformance | +12.82% | - | +16.28% | +14.54% | +33.78% |
All quotes in EUR
Performance
YTD | +9.63% | ||
---|---|---|---|
6 Months | +15.09% | ||
1 Year | +20.75% | ||
3 Years | +20.54% | ||
5 Years | +35.93% | ||
Since start | +52.49% | ||
Year | |||
2023 | +9.88% | ||
2022 | -12.99% | ||
2021 | +23.01% | ||
2020 | -5.28% | ||
2019 | +17.26% | ||
2018 | -5.69% | ||
2017 | +6.75% | ||
2016 | +5.90% |