PWM US Dynamic Growth (USD)/ DE000DWS0T52 /
| NAV2024-04-18 | Chg.-5.2100 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 526.0900USD | -0.98% | reinvestment | Mixed Fund Multi-asset | DWS Investment GmbH ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2008 | - | - | - | - | - | - | - | - | - | -7.28 | -6.84 | -2.71 | - |
| 2009 | -0.88 | -7.61 | 5.05 | 9.07 | 2.72 | 3.38 | 4.60 | 1.56 | 2.84 | 0.67 | 2.84 | 4.51 | +31.70% |
| 2010 | -4.41 | 2.59 | 6.44 | 1.81 | -9.30 | -4.81 | 5.39 | -5.04 | 10.80 | 4.84 | 1.35 | 5.51 | +14.08% |
| 2011 | 0.12 | 3.44 | -0.12 | 1.76 | -2.20 | -1.97 | 0.26 | -8.75 | -5.51 | 11.57 | -6.43 | 2.89 | -6.29% |
| 2012 | 6.95 | 5.55 | 2.18 | 0.10 | -6.23 | -1.70 | 4.57 | 2.83 | 2.96 | -4.37 | 1.85 | -1.36 | +13.20% |
| 2013 | 5.12 | 1.09 | 2.68 | 0.56 | 4.67 | -3.18 | 5.33 | -1.71 | 4.78 | 4.74 | 2.61 | 2.63 | +33.04% |
| 2014 | -1.57 | 3.86 | -3.25 | -0.33 | 3.52 | 2.62 | 0.38 | 2.12 | -0.10 | 0.92 | 4.74 | 0.17 | +13.54% |
| 2015 | -2.09 | 6.75 | -0.25 | 0.08 | 2.09 | -2.83 | 3.35 | -5.87 | -6.13 | 11.39 | 1.40 | -0.66 | +6.05% |
| 2016 | -10.42 | 0.87 | 5.57 | -0.29 | 1.86 | -2.51 | 6.21 | 0.70 | -0.87 | -1.39 | 2.68 | 1.05 | +2.46% |
| 2017 | 2.26 | 4.63 | 0.05 | 2.38 | 2.26 | -0.20 | 3.24 | -0.22 | 0.79 | 2.84 | 1.88 | 2.31 | +24.46% |
| 2018 | 5.29 | -1.47 | -4.88 | 3.75 | 1.99 | 1.37 | 2.63 | 5.10 | 1.15 | -10.47 | 1.73 | -9.00 | -4.28% |
| 2019 | 9.05 | 5.20 | 2.02 | 5.73 | -6.06 | 6.35 | 3.26 | -0.78 | -1.56 | 2.31 | 5.07 | 2.00 | +36.70% |
| 2020 | 4.93 | -7.59 | -9.56 | 12.65 | 6.00 | 3.77 | 7.80 | 7.98 | -4.60 | -1.13 | 7.46 | 4.75 | +34.31% |
| 2021 | -0.32 | -0.67 | 0.06 | 8.33 | -2.68 | 6.44 | 3.34 | 2.35 | -4.44 | 6.11 | 1.75 | -0.08 | +21.24% |
| 2022 | -12.26 | -0.91 | 4.72 | -10.50 | -5.63 | -7.47 | 8.44 | -3.54 | -9.81 | 5.07 | 0.16 | -2.15 | -30.87% |
| 2023 | 7.05 | -0.35 | 4.59 | 1.45 | 5.47 | 3.65 | 4.20 | -0.62 | -6.12 | -1.99 | 12.44 | 4.20 | +38.14% |
| 2024 | 5.57 | 3.03 | 3.01 | -3.90 | - | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 15.25% | 14.73% | 14.45% | 21.10% | 22.06% |
| Sharpe ratio | 1.63 | 2.79 | 1.89 | 0.06 | 0.44 |
| Best month | +5.57% | +12.44% | +12.44% | +12.44% | +12.65% |
| Worst month | -3.90% | -3.90% | -6.12% | -12.26% | -12.26% |
| Maximum loss | -4.60% | -6.18% | -10.44% | -35.92% | -35.92% |
| Outperformance | +14.16% | - | +17.79% | +58.68% | +124.20% |
All quotes in USD
Performance
| YTD | +7.67% | ||
|---|---|---|---|
| 6 Months | +20.34% | ||
| 1 Year | +31.27% | ||
| 3 Years | +16.40% | ||
| 5 Years | +89.71% | ||
| Since start | +433.20% | ||
| Year | |||
| 2023 | +38.14% | ||
| 2022 | -30.87% | ||
| 2021 | +21.24% | ||
| 2020 | +34.31% | ||
| 2019 | +36.70% | ||
| 2018 | -4.28% | ||
| 2017 | +24.46% | ||
| 2016 | +2.46% | ||
| 2015 | +6.05% | ||
Dividends
| 2018-01-02 | 0.14 USD |
| 2017-10-02 | 0.92 USD |
| 2016-10-04 | 0.37 USD |
| 2015-10-01 | 0.04 USD |
| 2014-10-01 | 0.39 USD |
| 2013-10-01 | 0.20 USD |
| 2012-10-01 | 0.17 USD |
| 2011-10-04 | 0.09 USD |
| 2009-10-01 | 0.04 USD |
| 2008-10-01 | 0.00 USD |
