DWS Invest ESG Qi LowVol World FC EB/ LU1236797764 /
NAV03/06/2024 | Diferencia+1.8500 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
---|---|---|---|---|
179.4600EUR | +1.04% | reinvestment | Equity Worldwide | DWS Investment SA ▶ |
Rendimiento mensual
ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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 | - | - | - | - | - | - | - |
Valores estimados
Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
---|---|---|---|---|---|
Volatilidad | 6.18% | 6.18% | 7.09% | 9.71% | 11.97% |
Índice de Sharpe | 1.70 | 1.48 | 0.66 | 0.25 | 0.32 |
El mes mejor | +4.30% | +4.30% | +4.30% | +6.17% | +9.55% |
El mes peor | -2.36% | -2.36% | -2.37% | -4.87% | -8.73% |
Pérdida máxima | -3.03% | -3.03% | -4.53% | -11.06% | -27.00% |
Rendimiento superior | -4.45% | - | -12.36% | +8.10% | +1.23% |
Todas las cotizaciones en EUR
Tramos
Nombre | Tipo de beneficio | Prec. de rescate | Promedio móvil | 3 Años | |
---|---|---|---|---|---|
DWS Invest ESG Qi LowVol World F... | reinvestment | 179.4600 | +8.43% | +19.86% | |
DWS Invest ESG Qi LowVol World F... | reinvestment | 164.7800 | +10.08% | +10.03% | |
DWS Invest ESG Qi LowVol World F... | paying dividend | 160.5600 | +7.99% | +18.48% | |
DWS Invest ESG Qi LowVol World T... | paying dividend | 141.3000 | +8.06% | +18.64% | |
DWS Invest ESG Qi LowVol World F... | reinvestment | 173.3400 | +7.99% | +18.47% | |
DWS Invest ESG Qi LowVol World T... | reinvestment | 152.5600 | +8.02% | +18.50% | |
DWS Invest ESG Qi LowVol World L... | reinvestment | 164.3700 | +7.46% | +16.71% | |
DWS Invest ESG Qi LowVol World L... | paying dividend | 154.1600 | +7.46% | +16.72% | |
DWS Invest ESG Qi LowVol World N... | paying dividend | 149.8300 | +6.71% | +14.31% | |
DWS Invest ESG Qi LowVol World L... | reinvestment | 162.7800 | +9.18% | +4.16% |
Performance
Año hasta la fecha | +5.76% | ||
---|---|---|---|
6 Meses | +6.23% | ||
Promedio móvil | +8.43% | ||
3 Años | +19.86% | ||
5 Años | +44.47% | ||
10 Años | - | ||
Desde el principio | +79.46% | ||
Año | |||
2023 | +6.03% | ||
2022 | -5.52% | ||
2021 | +21.69% | ||
2020 | -0.11% | ||
2019 | +26.78% | ||
2018 | -4.25% | ||
2017 | +5.80% | ||
2016 | +8.26% |