NAV10.05.2024 Diff.+1.4000 Ertragstyp Ausrichtung Fondsgesellschaft
165.3300EUR +0.85% thesaurierend Aktien weltweit DWS Investment SA 
 

Monatliche Performance

  Jan Feb Mär Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2015 - - - - - - - -6.07 -1.70 6.63 3.07 -1.78 -
2016 -2.64 1.87 2.03 0.11 2.82 0.78 2.46 -2.52 -0.73 -1.16 0.41 3.45 +6.86%
2017 -0.37 3.59 0.66 0.29 1.17 -2.27 -1.52 -0.73 0.07 3.10 0.43 0.39 +4.76%
2018 -0.79 -2.20 -3.15 3.42 2.89 0.18 1.17 0.68 0.38 -2.88 0.84 -5.50 -5.21%
2019 4.13 4.16 3.30 1.18 -0.83 3.23 2.91 2.05 1.69 -1.33 2.16 0.50 +25.57%
2020 3.55 -8.79 -7.39 9.45 0.68 -0.90 0.05 2.44 -0.11 -4.21 4.94 0.69 -1.01%
2021 -0.56 -2.18 7.58 0.37 1.35 2.93 2.69 1.38 -2.54 2.06 2.19 4.00 +20.59%
2022 -4.95 -2.22 5.87 1.13 -4.42 -1.92 6.10 -1.33 -4.11 4.09 0.06 -3.99 -6.35%
2023 0.18 -0.42 0.61 1.23 -0.54 1.55 0.17 0.59 -0.64 -2.45 2.74 2.05 +5.08%
2024 4.22 0.05 2.66 -2.43 1.47 - - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 6.01% 6.29% 7.08% 9.73% 11.97%
Sharpe Ratio 2.33 2.43 0.77 0.18 0.26
Bester Monat +4.22% +4.22% +4.22% +6.10% +9.45%
Schlechtester Monat -2.43% -2.43% -2.45% -4.95% -8.79%
Maximaler Verlust -3.08% -3.08% -4.63% -11.21% -27.06%
Outperformance +5.68% - +5.77% +13.95% +13.57%
 
Alle Kurse in EUR

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
DWS Invest ESG Qi LowVol World F... thesaurierend 180.4100 +10.26% +20.77%
DWS Invest ESG Qi LowVol World F... thesaurierend 164.7200 +9.52% +10.41%
DWS Invest ESG Qi LowVol World F... ausschüttend 161.4500 +9.82% +19.37%
DWS Invest ESG Qi LowVol World T... ausschüttend 142.0600 +9.87% +19.51%
DWS Invest ESG Qi LowVol World F... thesaurierend 174.3000 +9.82% +19.36%
DWS Invest ESG Qi LowVol World T... thesaurierend 153.4000 +9.84% +19.39%
DWS Invest ESG Qi LowVol World L... thesaurierend 165.3300 +9.27% +17.57%
DWS Invest ESG Qi LowVol World L... ausschüttend 155.0500 +9.26% +17.58%
DWS Invest ESG Qi LowVol World N... ausschüttend 150.7600 +8.49% +15.16%
DWS Invest ESG Qi LowVol World L... thesaurierend 162.5200 +7.29% +4.33%

Performance

lfd. Jahr  
+5.97%
6 Monate  
+9.05%
1 Jahr  
+9.27%
3 Jahre  
+17.57%
5 Jahre  
+39.54%
10 Jahre     -
seit Beginn  
+65.33%
Jahr
2023  
+5.08%
2022
  -6.35%
2021  
+20.59%
2020
  -1.01%
2019  
+25.57%
2018
  -5.21%
2017  
+4.76%
2016  
+6.86%