DWS Invest ESG Equity Income LCH/ LU2229437525 /
| NAV27.05.2024 | Diff.+0.2500 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 125.9500CHF | +0.20% | thesaurierend | Aktien weltweit | DWS Investment SA ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2020 | - | - | - | - | - | - | - | - | - | -3.67 | 10.23 | 1.21 | - |
| 2021 | -0.18 | 0.18 | 5.31 | 1.81 | 2.00 | 0.60 | 2.25 | 1.35 | -3.60 | 3.13 | 0.13 | 4.90 | +19.05% |
| 2022 | -2.69 | -2.76 | 3.59 | -1.83 | -1.36 | -6.42 | 2.96 | -2.27 | -6.34 | 5.21 | 3.65 | -1.98 | -10.52% |
| 2023 | 2.84 | -0.67 | -0.09 | 1.47 | -3.75 | 2.42 | 1.09 | -2.05 | -2.30 | -2.67 | 4.27 | 2.82 | +3.06% |
| 2024 | 0.86 | 0.87 | 2.57 | -0.77 | 3.11 | - | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 6.67% | 6.41% | 7.35% | 10.20% | -% |
| Sharpe Ratio | 2.09 | 2.74 | 0.80 | -0.15 | - |
| Bester Monat | +3.11% | +4.27% | +4.27% | +5.21% | - |
| Schlechtester Monat | -0.77% | -0.77% | -3.75% | -6.42% | - |
| Maximaler Verlust | -2.88% | -2.88% | -7.64% | -18.44% | - |
| Outperformance | - | - | - | - | - |
Alle Kurse in CHF
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| DWS Invest ESG Equity Income FHC... | thesaurierend | 163.0500 | +14.99% | +20.08% | |
| DWS Invest ESG Equity Income LCH... | thesaurierend | 156.7800 | +14.15% | +17.48% | |
| DWS Invest ESG Equity Income TFC | thesaurierend | 173.8600 | +12.32% | +21.42% | |
| DWS Invest ESG Equity Income TFD | ausschüttend | 152.0700 | +12.32% | +21.43% | |
| DWS Invest ESG Equity Income LCH | thesaurierend | 141.5300 | +12.12% | +10.78% | |
| DWS Invest ESG Equity Income NC | thesaurierend | 154.2200 | +10.93% | +16.93% | |
| DWS Invest ESG Equity Income D R... | ausschüttend | 141.0800 | +10.63% | +19.92% | |
| DWS Invest ESG Equity Income IC | thesaurierend | 141.7300 | +12.64% | +22.47% | |
| DWS Invest ESG Equity Income ID | ausschüttend | 128.5600 | +12.65% | +22.51% | |
| DWS Invest ESG Equity Income PFC | thesaurierend | 156.6600 | +10.35% | +14.97% | |
| DWS Invest ESG Equity Income PFC... | thesaurierend | 146.1900 | +12.02% | +10.45% | |
| DWS Invest ESG Equity Income TFC... | thesaurierend | 142.2900 | +12.95% | +13.27% | |
| DWS Invest ESG Equity Income ND | ausschüttend | 112.4500 | +10.92% | +16.92% | |
| DWS Invest ESG Equity Income TFC... | thesaurierend | 104.7700 | +10.39% | - | |
| DWS Invest ESG Equity Income ID1... | ausschüttend | 139.6200 | +12.92% | +23.40% | |
| DWS Invest ESG Equity Income WFD | ausschüttend | 147.0700 | +12.32% | +21.45% | |
| DWS Invest ESG Equity Income LCH | thesaurierend | 125.9500 | +9.63% | +7.06% | |
| DWS Invest ESG Equity Income LDH | ausschüttend | 116.9200 | +9.60% | +4.55% | |
| DWS Invest ESG Equity Income IC2... | thesaurierend | 109.6700 | +12.81% | - | |
| DWS Invest ESG Equity Income PFD | ausschüttend | 111.5700 | +11.33% | +16.63% | |
| DWS Invest ESG Equity Income FC | thesaurierend | 170.7100 | +12.31% | +21.42% | |
| DWS Invest ESG Equity Income XD | ausschüttend | 151.3800 | +12.76% | +22.88% | |
| DWS Invest ESG Equity Income FD | ausschüttend | 146.9500 | +12.30% | +21.41% | |
| DWS Invest ESG Equity Income IC | thesaurierend | 142.1300 | +13.96% | +9.00% | |
| DWS Invest ESG Equity Income LD | ausschüttend | 139.0800 | +11.47% | +18.70% | |
| DWS Invest ESG Equity Income LC | thesaurierend | 161.9400 | +11.48% | +18.70% |
Performance
| lfd. Jahr | +6.76% | ||
|---|---|---|---|
| 6 Monate | +10.07% | ||
| 1 Jahr | +9.63% | ||
| 3 Jahre | +7.06% | ||
| 5 Jahre | - | ||
| 10 Jahre | - | ||
| seit Beginn | +25.95% | ||
| Jahr | |||
| 2023 | +3.06% | ||
| 2022 | -10.52% | ||
| 2021 | +19.05% | ||
