NAV31.05.2024 Diff.+0.8200 Ertragstyp Ausrichtung Fondsgesellschaft
161.1300USD +0.51% thesaurierend Aktien weltweit DWS Investment SA 
 

Monatliche Performance

  Jan Feb Mär Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2016 - - - - - - - - - - - 2.97 -
2017 1.96 1.77 1.41 2.49 4.11 -0.63 1.29 0.15 -0.40 1.71 2.73 1.12 +19.11%
2018 3.08 -4.18 -2.24 1.31 -0.69 0.10 1.71 0.10 -0.10 -5.06 0.99 -4.52 -9.45%
2019 4.34 3.29 1.89 1.14 -1.40 5.30 0.72 1.18 0.37 0.83 0.89 2.37 +22.84%
2020 2.22 -9.57 -7.51 8.51 3.10 -0.12 5.63 3.34 -2.01 -4.34 7.76 3.22 +8.74%
2021 -1.76 -2.38 4.16 3.27 2.43 0.12 2.76 0.91 -4.53 2.37 0.08 3.61 +11.17%
2022 -6.18 -1.91 4.61 -3.93 -2.79 -4.63 3.56 -2.89 -6.32 5.31 5.06 -1.16 -11.67%
2023 1.69 -2.37 3.04 2.17 -3.41 3.86 1.27 -1.15 -3.10 -2.23 5.70 3.55 +8.83%
2024 2.45 -0.25 2.19 -3.26 1.35 - - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 7.02% 6.92% 7.93% 11.31% 13.14%
Sharpe Ratio 0.30 1.25 0.83 -0.23 0.16
Bester Monat +3.55% +5.70% +5.70% +5.70% +8.51%
Schlechtester Monat -3.26% -3.26% -3.41% -6.32% -9.57%
Maximaler Verlust -4.50% -4.50% -7.58% -21.31% -26.98%
Outperformance -7.13% - -16.67% -2.99% -
 
Alle Kurse in USD

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
DWS Invest ESG Qi LowVol World F... thesaurierend 177.6100 +9.42% +19.41%
DWS Invest ESG Qi LowVol World F... thesaurierend 163.1500 +11.15% +9.44%
DWS Invest ESG Qi LowVol World F... ausschüttend 158.9100 +8.99% +18.02%
DWS Invest ESG Qi LowVol World T... ausschüttend 139.8400 +9.04% +18.17%
DWS Invest ESG Qi LowVol World F... thesaurierend 171.5600 +8.98% +18.02%
DWS Invest ESG Qi LowVol World T... thesaurierend 150.9900 +9.00% +18.04%
DWS Invest ESG Qi LowVol World L... thesaurierend 162.6800 +8.42% +16.25%
DWS Invest ESG Qi LowVol World L... ausschüttend 152.5700 +8.43% +16.25%
DWS Invest ESG Qi LowVol World N... ausschüttend 148.2900 +7.66% +13.85%
DWS Invest ESG Qi LowVol World L... thesaurierend 161.1300 +10.39% +3.56%

Performance

lfd. Jahr  
+2.39%
6 Monate  
+6.03%
1 Jahr  
+10.39%
3 Jahre  
+3.56%
5 Jahre  
+33.45%
10 Jahre     -
seit Beginn  
+59.74%
Jahr
2023  
+8.83%
2022
  -11.67%
2021  
+11.17%
2020  
+8.74%
2019  
+22.84%
2018
  -9.45%
2017  
+19.11%