DWS Invest ESG Equity Income PFC/ LU1747711387 /
| NAV11.06.2024 | Diff.-0.7400 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 156.1600EUR | -0.47% | thesaurierend | Aktien weltweit | DWS Investment SA ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2020 | - | - | - | - | - | - | 1.44 | 1.69 | -0.17 | -3.46 | 9.03 | -0.04 | - |
| 2021 | 0.64 | 0.31 | 7.32 | 0.40 | 1.56 | 1.92 | 2.16 | 1.54 | -2.67 | 3.48 | 0.78 | 5.37 | +24.93% |
| 2022 | -2.09 | -3.02 | 4.35 | 1.04 | -2.53 | -5.15 | 5.17 | -1.59 | -5.53 | 4.31 | 1.08 | -3.52 | -7.95% |
| 2023 | 2.08 | 0.30 | -1.39 | 0.73 | -1.86 | 1.31 | 0.98 | -1.33 | -0.69 | -3.10 | 3.08 | 2.75 | +2.70% |
| 2024 | 1.86 | 0.86 | 2.70 | -0.57 | 1.17 | 1.12 | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 6.38% | 6.13% | 7.10% | 9.75% | -% |
| Sharpe Ratio | 2.14 | 1.93 | 0.68 | 0.05 | - |
| Bester Monat | +2.75% | +2.75% | +3.08% | +5.37% | - |
| Schlechtester Monat | -0.57% | -0.57% | -3.10% | -5.53% | - |
| Maximaler Verlust | -2.32% | -2.32% | -6.04% | -11.94% | - |
| Outperformance | - | - | - | - | - |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| DWS Invest ESG Equity Income FHC... | thesaurierend | 161.3700 | +12.37% | +17.87% | |
| DWS Invest ESG Equity Income LCH... | thesaurierend | 155.1200 | +11.55% | +15.34% | |
| DWS Invest ESG Equity Income TFC | thesaurierend | 173.4400 | +10.53% | +19.65% | |
| DWS Invest ESG Equity Income TFD | ausschüttend | 151.7000 | +10.53% | +19.65% | |
| DWS Invest ESG Equity Income LCH | thesaurierend | 139.9500 | +9.61% | +8.72% | |
| DWS Invest ESG Equity Income NC | thesaurierend | 153.7700 | +9.15% | +15.24% | |
| DWS Invest ESG Equity Income D R... | ausschüttend | 139.6800 | +8.59% | +17.59% | |
| DWS Invest ESG Equity Income IC | thesaurierend | 141.4000 | +10.83% | +20.68% | |
| DWS Invest ESG Equity Income ID | ausschüttend | 128.2600 | +10.85% | +20.72% | |
| DWS Invest ESG Equity Income PFC | thesaurierend | 156.1600 | +8.56% | +13.29% | |
| DWS Invest ESG Equity Income PFC... | thesaurierend | 144.5400 | +9.48% | +8.39% | |
| DWS Invest ESG Equity Income TFC... | thesaurierend | 140.7400 | +10.39% | +11.15% | |
| DWS Invest ESG Equity Income ND | ausschüttend | 112.1200 | +9.15% | +15.23% | |
| DWS Invest ESG Equity Income TFC... | thesaurierend | 103.5300 | +7.90% | - | |
| DWS Invest ESG Equity Income ID1... | ausschüttend | 139.3200 | +11.12% | +21.60% | |
| DWS Invest ESG Equity Income WFD | ausschüttend | 146.7200 | +10.54% | +19.68% | |
| DWS Invest ESG Equity Income LCH | thesaurierend | 124.3900 | +7.09% | +4.96% | |
| DWS Invest ESG Equity Income LDH | ausschüttend | 115.5000 | +7.12% | +2.52% | |
| DWS Invest ESG Equity Income IC2... | thesaurierend | 109.4200 | +11.01% | - | |
| DWS Invest ESG Equity Income PFD | ausschüttend | 111.2400 | +9.52% | +14.96% | |
| DWS Invest ESG Equity Income FC | thesaurierend | 170.3000 | +10.52% | +19.64% | |
| DWS Invest ESG Equity Income XD | ausschüttend | 151.0300 | +10.96% | +21.08% | |
| DWS Invest ESG Equity Income FD | ausschüttend | 146.6000 | +10.52% | +19.64% | |
| DWS Invest ESG Equity Income IC | thesaurierend | 140.1000 | +10.55% | +6.77% | |
| DWS Invest ESG Equity Income LD | ausschüttend | 138.7000 | +9.69% | +16.98% | |
| DWS Invest ESG Equity Income LC | thesaurierend | 161.5000 | +9.69% | +16.97% |
Performance
| lfd. Jahr | +7.33% | ||
|---|---|---|---|
| 6 Monate | +7.48% | ||
| 1 Jahr | +8.56% | ||
| 3 Jahre | +13.29% | ||
| 5 Jahre | - | ||
| 10 Jahre | - | ||
| seit Beginn | +33.74% | ||
| Jahr | |||
| 2023 | +2.70% | ||
| 2022 | -7.95% | ||
| 2021 | +24.93% | ||
