DWS Invest ESG Qi LowVol World FC/ LU1230072396 /
NAV29/05/2024 | Diferencia-1.2800 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
---|---|---|---|---|
171.1400EUR | -0.74% | reinvestment | Equity Worldwide | DWS Investment SA ▶ |
Rendimiento mensual
ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2015 | - | - | - | - | - | - | - | - | -1.39 | 6.71 | 3.14 | -1.71 | - |
2016 | -2.57 | 1.93 | 2.10 | 0.19 | 2.90 | 0.86 | 2.53 | -2.45 | -0.64 | -1.09 | 0.47 | 3.51 | +7.76% |
2017 | -0.32 | 3.63 | 0.71 | 0.33 | 1.22 | -2.23 | -1.47 | -0.68 | 0.11 | 3.15 | 0.48 | 0.43 | +5.32% |
2018 | -0.74 | -2.15 | -3.11 | 3.47 | 2.94 | 0.22 | 1.22 | 0.73 | 0.42 | -2.84 | 0.89 | -5.46 | -4.67% |
2019 | 4.17 | 4.20 | 3.35 | 1.22 | -0.78 | 3.27 | 2.95 | 2.09 | 1.73 | -1.27 | 2.21 | 0.54 | +26.24% |
2020 | 3.60 | -8.75 | -7.35 | 9.51 | 0.73 | -0.86 | 0.09 | 2.48 | -0.05 | -4.16 | 4.98 | 0.73 | -0.49% |
2021 | -0.52 | -2.14 | 7.62 | 0.42 | 1.40 | 2.97 | 2.74 | 1.42 | -2.51 | 2.10 | 2.23 | 4.04 | +21.20% |
2022 | -4.90 | -2.18 | 5.92 | 1.17 | -4.38 | -1.87 | 6.14 | -1.28 | -4.07 | 4.13 | 0.11 | -3.95 | -5.87% |
2023 | 0.23 | -0.38 | 0.66 | 1.27 | -0.51 | 1.59 | 0.21 | 0.63 | -0.59 | -2.41 | 2.77 | 2.10 | +5.61% |
2024 | 4.26 | 0.09 | 2.70 | -2.39 | -0.36 | - | - | - | - | - | - | - | - |
Valores estimados
Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
---|---|---|---|---|---|
Volatilidad | 6.06% | 6.24% | 7.07% | 9.70% | 11.97% |
Índice de Sharpe | 1.15 | 1.67 | 0.61 | 0.19 | 0.26 |
El mes mejor | +4.26% | +4.26% | +4.26% | +6.14% | +9.51% |
El mes peor | -2.39% | -2.39% | -2.41% | -4.90% | -8.75% |
Pérdida máxima | -3.05% | -3.05% | -4.58% | -11.12% | -27.01% |
Rendimiento superior | +10.08% | - | +9.24% | +20.43% | +21.72% |
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 | 177.1700 | +8.49% | +19.11% | |
DWS Invest ESG Qi LowVol World F... | reinvestment | 162.5300 | +9.70% | +9.02% | |
DWS Invest ESG Qi LowVol World F... | paying dividend | 158.5200 | +8.06% | +17.73% | |
DWS Invest ESG Qi LowVol World T... | paying dividend | 139.5000 | +8.11% | +17.89% | |
DWS Invest ESG Qi LowVol World F... | reinvestment | 171.1400 | +8.05% | +17.73% | |
DWS Invest ESG Qi LowVol World T... | reinvestment | 150.6200 | +8.07% | +17.75% | |
DWS Invest ESG Qi LowVol World L... | reinvestment | 162.2900 | +7.51% | +15.97% | |
DWS Invest ESG Qi LowVol World L... | paying dividend | 152.2000 | +7.50% | +15.97% | |
DWS Invest ESG Qi LowVol World N... | paying dividend | 147.9400 | +6.75% | +13.58% | |
DWS Invest ESG Qi LowVol World L... | reinvestment | 160.3100 | +8.63% | +3.03% |
Performance
Año hasta la fecha | +4.24% | ||
---|---|---|---|
6 Meses | +6.82% | ||
Promedio móvil | +8.05% | ||
3 Años | +17.73% | ||
5 Años | +39.27% | ||
10 Años | - | ||
Desde el principio | +70.70% | ||
Año | |||
2023 | +5.61% | ||
2022 | -5.87% | ||
2021 | +21.20% | ||
2020 | -0.49% | ||
2019 | +26.24% | ||
2018 | -4.67% | ||
2017 | +5.32% | ||
2016 | +7.76% |