Xtrackers DAX ESG Screened UE 2C H/ LU1221100792 /
| NAV06/05/2024 | Chg.+0.2798 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 30.3911USD | +0.93% | reinvestment | Equity ETF Stocks | DWS Investment SA ▶ |
Performance mensuelle
| janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2017 | 0.63 | 2.60 | 4.15 | 1.12 | 1.36 | -2.16 | -1.61 | -0.36 | 6.51 | 3.22 | -1.44 | -0.14 | +14.38% |
| 2018 | 1.85 | -5.47 | -2.51 | 4.27 | -0.03 | -2.13 | 4.27 | -3.14 | -0.72 | -6.21 | -1.42 | -5.93 | -16.49% |
| 2019 | 6.02 | 3.27 | 0.32 | 7.27 | -5.02 | 6.03 | -1.43 | -1.86 | 4.28 | 3.82 | 3.02 | 0.33 | +28.45% |
| 2020 | -1.79 | -8.18 | -16.93 | 9.25 | 6.69 | 6.36 | -0.19 | 5.87 | -1.99 | -9.40 | 15.25 | 3.40 | +3.84% |
| 2021 | -1.99 | 2.60 | 8.69 | 0.79 | 2.46 | 0.13 | 0.14 | 1.89 | -3.56 | 2.84 | -3.52 | 5.38 | +16.29% |
| 2022 | -2.57 | -6.64 | -0.07 | -2.05 | 1.84 | -10.51 | 4.75 | -4.41 | -5.11 | 9.03 | 9.68 | -3.57 | -11.10% |
| 2023 | 9.64 | 1.23 | 2.03 | 1.68 | -1.46 | 2.95 | 2.51 | -3.29 | -2.82 | -4.34 | 9.97 | 3.44 | +22.46% |
| 2024 | 0.68 | 4.52 | 4.00 | -2.60 | 1.27 | - | - | - | - | - | - | - | - |
Valeurs calculées
| CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
|---|---|---|---|---|---|
| Volatilité | 10.03% | 9.66% | 11.38% | 16.74% | 20.40% |
| Ratio de Sharpe | 2.11 | 4.20 | 0.98 | 0.21 | 0.28 |
| Le meilleur mois | +4.52% | +9.97% | +9.97% | +9.97% | +15.25% |
| Le plus défavorable mois | -2.60% | -2.60% | -4.34% | -10.51% | -16.93% |
| Perte maximale | -3.86% | -3.86% | -11.02% | -25.65% | -38.99% |
| Surperformance | +4.26% | - | -1.68% | +20.11% | - |
Toutes les cotations dans USD
Tranches
| Nom | Type de rendement | Prix de rachat | 1 An | 3 Ans | |
|---|---|---|---|---|---|
| Xtrackers DAX ESG Screened UE 2C... | reinvestment | 30.3911 | +14.88% | +23.59% | |
| Xtrackers DAX ESG Screened UE 4C... | reinvestment | 20.6028 | +10.23% | +12.35% | |
| Xtrackers DAX ESG Screened UCITS... | paying dividend | 124.7430 | +12.69% | +15.63% |
Performance
| CAD | +7.94% | ||
|---|---|---|---|
| 6 Mois | +20.01% | ||
| 1 An | +14.88% | ||
| 3 Ans | +23.59% | ||
| 5 Ans | +57.93% | ||
| Depuis le début | +81.99% | ||
| Année | |||
| 2023 | +22.46% | ||
| 2022 | -11.10% | ||
| 2021 | +16.29% | ||
| 2020 | +3.84% | ||
| 2019 | +28.45% | ||
| 2018 | -16.49% | ||
| 2017 | +14.38% | ||
