DWS Invest ESG Qi LowVol World FC EB/ LU1236797764 /
| NAV03.06.2024 | Diff.+1.8500 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 179.4600EUR | +1.04% | thesaurierend | Aktien weltweit | DWS Investment SA ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2015 | - | - | - | - | - | - | - | -5.98 | -1.57 | 6.74 | 3.18 | -1.67 | - |
| 2016 | -2.54 | 1.98 | 2.14 | 0.23 | 2.93 | 0.89 | 2.57 | -2.41 | -0.58 | -1.05 | 0.51 | 3.54 | +8.26% |
| 2017 | -0.29 | 3.67 | 0.75 | 0.37 | 1.26 | -2.19 | -1.43 | -0.65 | 0.14 | 3.19 | 0.51 | 0.48 | +5.80% |
| 2018 | -0.71 | -2.12 | -3.07 | 3.51 | 2.97 | 0.25 | 1.25 | 0.77 | 0.47 | -2.79 | 0.92 | -5.42 | -4.25% |
| 2019 | 4.20 | 4.24 | 3.38 | 1.26 | -0.74 | 3.30 | 2.99 | 2.14 | 1.77 | -1.23 | 2.24 | 0.58 | +26.78% |
| 2020 | 3.64 | -8.73 | -7.33 | 9.55 | 0.75 | -0.83 | 0.13 | 2.52 | -0.01 | -4.14 | 5.03 | 0.75 | -0.11% |
| 2021 | -0.49 | -2.11 | 7.66 | 0.46 | 1.43 | 3.01 | 2.77 | 1.47 | -2.47 | 2.14 | 2.26 | 4.07 | +21.69% |
| 2022 | -4.87 | -2.15 | 5.95 | 1.21 | -4.35 | -1.84 | 6.17 | -1.25 | -4.04 | 4.16 | 0.14 | -3.93 | -5.52% |
| 2023 | 0.26 | -0.35 | 0.69 | 1.30 | -0.47 | 1.63 | 0.24 | 0.67 | -0.56 | -2.37 | 2.81 | 2.13 | +6.03% |
| 2024 | 4.30 | 0.12 | 2.73 | -2.36 | -0.08 | 1.04 | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 6.18% | 6.18% | 7.09% | 9.71% | 11.97% |
| Sharpe Ratio | 1.70 | 1.48 | 0.66 | 0.25 | 0.32 |
| Bester Monat | +4.30% | +4.30% | +4.30% | +6.17% | +9.55% |
| Schlechtester Monat | -2.36% | -2.36% | -2.37% | -4.87% | -8.73% |
| Maximaler Verlust | -3.03% | -3.03% | -4.53% | -11.06% | -27.00% |
| Outperformance | -4.45% | - | -12.36% | +8.10% | +1.23% |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| DWS Invest ESG Qi LowVol World F... | thesaurierend | 179.4600 | +8.43% | +19.86% | |
| DWS Invest ESG Qi LowVol World F... | thesaurierend | 164.7800 | +10.08% | +10.03% | |
| DWS Invest ESG Qi LowVol World F... | ausschüttend | 160.5600 | +7.99% | +18.48% | |
| DWS Invest ESG Qi LowVol World T... | ausschüttend | 141.3000 | +8.06% | +18.64% | |
| DWS Invest ESG Qi LowVol World F... | thesaurierend | 173.3400 | +7.99% | +18.47% | |
| DWS Invest ESG Qi LowVol World T... | thesaurierend | 152.5600 | +8.02% | +18.50% | |
| DWS Invest ESG Qi LowVol World L... | thesaurierend | 164.3700 | +7.46% | +16.71% | |
| DWS Invest ESG Qi LowVol World L... | ausschüttend | 154.1600 | +7.46% | +16.72% | |
| DWS Invest ESG Qi LowVol World N... | ausschüttend | 149.8300 | +6.71% | +14.31% | |
| DWS Invest ESG Qi LowVol World L... | thesaurierend | 162.7800 | +9.18% | +4.16% |
Performance
| lfd. Jahr | +5.76% | ||
|---|---|---|---|
| 6 Monate | +6.23% | ||
| 1 Jahr | +8.43% | ||
| 3 Jahre | +19.86% | ||
| 5 Jahre | +44.47% | ||
| 10 Jahre | - | ||
| seit Beginn | +79.46% | ||
| Jahr | |||
| 2023 | +6.03% | ||
| 2022 | -5.52% | ||
| 2021 | +21.69% | ||
| 2020 | -0.11% | ||
| 2019 | +26.78% | ||
| 2018 | -4.25% | ||
| 2017 | +5.80% | ||
| 2016 | +8.26% | ||
