Xtrackers FTSE Dev.Eu.ex UK Real E.UE 1C/ IE00BP8FKB21 /
NAV19/06/2024 | Diferencia-0.5601 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
---|---|---|---|---|
51.0648EUR | -1.08% | reinvestment | Real Estate ETF Real Estate | DWS Investment SA ▶ |
Rendimiento mensual
ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2014 | - | - | - | - | - | - | - | - | -3.16 | 1.42 | 3.65 | 2.09 | - |
2015 | 14.38 | 6.06 | -0.83 | -2.83 | -3.86 | -5.34 | 6.59 | -1.95 | 0.68 | 7.93 | -0.82 | -0.84 | +18.82% |
2016 | -3.30 | -0.25 | 7.13 | -1.08 | 2.93 | -0.02 | 7.04 | -0.08 | -1.92 | -6.04 | -3.29 | 4.43 | +4.72% |
2017 | -2.34 | 3.47 | 0.34 | 2.51 | 5.06 | -1.32 | -0.21 | 1.93 | 0.41 | 1.10 | 1.01 | 2.93 | +15.68% |
2018 | -0.50 | -5.32 | 3.05 | 4.12 | 1.26 | 0.63 | 2.39 | 1.75 | -3.23 | -3.60 | 0.50 | -5.32 | -4.74% |
2019 | 10.26 | -2.99 | 6.09 | -1.84 | 1.96 | -3.21 | 2.44 | 3.53 | 2.78 | 1.38 | 2.26 | 2.36 | +27.16% |
2020 | 2.84 | -6.28 | -21.93 | 2.55 | 2.56 | 1.49 | 0.18 | 2.48 | -0.22 | -5.50 | 14.56 | 3.68 | -7.65% |
2021 | -3.12 | -2.96 | 3.02 | 5.84 | 5.70 | 0.16 | 6.04 | 2.19 | -9.07 | 5.81 | -0.65 | 0.58 | +13.05% |
2022 | -3.48 | -2.91 | 1.22 | -7.32 | -2.85 | -18.04 | 13.10 | -8.97 | -15.31 | 2.98 | 3.04 | -0.34 | -35.46% |
2023 | 8.96 | -1.68 | -12.40 | 5.13 | -9.22 | 1.83 | 9.85 | -0.03 | -3.46 | -3.08 | 13.79 | 11.14 | +18.51% |
2024 | -3.76 | -7.97 | 8.93 | -1.40 | 5.39 | -5.02 | - | - | - | - | - | - | - |
Valores estimados
Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
---|---|---|---|---|---|
Volatilidad | 18.68% | 18.19% | 22.51% | 24.87% | 24.19% |
Índice de Sharpe | -0.74 | -0.61 | 0.82 | -0.53 | -0.28 |
El mes mejor | +11.14% | +11.14% | +13.79% | +13.79% | +14.56% |
El mes peor | -7.97% | -7.97% | -7.97% | -18.04% | -21.93% |
Pérdida máxima | -10.69% | -12.16% | -12.29% | -47.58% | -47.58% |
Rendimiento superior | +4.13% | - | +5.90% | +15.66% | +32.66% |
Todas las cotizaciones en EUR
Performance
Año hasta la fecha | -4.77% | ||
---|---|---|---|
6 Meses | -3.76% | ||
Promedio móvil | +22.21% | ||
3 Años | -25.49% | ||
5 Años | -14.44% | ||
10 Años | - | ||
Desde el principio | +36.76% | ||
Año | |||
2023 | +18.51% | ||
2022 | -35.46% | ||
2021 | +13.05% | ||
2020 | -7.65% | ||
2019 | +27.16% | ||
2018 | -4.74% | ||
2017 | +15.68% | ||
2016 | +4.72% | ||
2015 | +18.82% |