Xtrackers Future Mobility UCITS ETF 1C/ IE00BGV5VR99 /
| NAV15/05/2024 | Chg.+1.0495 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 90.9720USD | +1.17% | reinvestment | Equity Worldwide | DWS Investment SA ▶ |
Performance mensuelle
| janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2019 | - | -0.90 | -2.13 | 5.47 | -11.03 | 8.67 | -0.90 | -4.67 | 5.22 | 6.33 | 0.54 | 3.14 | +10.85% |
| 2020 | -5.37 | -8.52 | -15.72 | 9.51 | 6.55 | 2.87 | 0.30 | 12.18 | -0.22 | 0.19 | 16.61 | 8.59 | +24.75% |
| 2021 | 5.84 | 3.93 | 2.70 | -0.60 | 4.90 | -0.44 | -1.83 | -0.46 | -1.56 | 2.49 | -3.72 | 1.74 | +13.26% |
| 2022 | -4.22 | -3.49 | -3.58 | -7.64 | 5.56 | -10.01 | 3.21 | -5.09 | -14.36 | 1.57 | 12.58 | -6.28 | -29.70% |
| 2023 | 15.63 | -0.14 | 7.67 | -2.19 | 6.76 | 8.17 | 4.26 | -5.18 | -2.84 | -6.54 | 11.97 | 6.60 | +50.46% |
| 2024 | 0.83 | 8.30 | 2.93 | -4.03 | 3.59 | - | - | - | - | - | - | - | - |
Valeurs calculées
| CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
|---|---|---|---|---|---|
| Volatilité | 14.30% | 13.37% | 15.09% | 17.70% | 19.11% |
| Ratio de Sharpe | 2.20 | 2.97 | 2.18 | 0.10 | 0.52 |
| Le meilleur mois | +8.30% | +11.97% | +11.97% | +15.63% | +16.61% |
| Le plus défavorable mois | -4.03% | -4.03% | -6.54% | -14.36% | -15.72% |
| Perte maximale | -7.23% | -7.23% | -14.63% | -40.25% | -40.25% |
| Surperformance | +4.86% | - | +9.55% | - | - |
Toutes les cotations dans USD
Performance
| CAD | +11.74% | ||
|---|---|---|---|
| 6 Mois | +19.65% | ||
| 1 An | +36.67% | ||
| 3 Ans | +17.93% | ||
| 5 Ans | +90.37% | ||
| 10 ans | - | ||
| Depuis le début | +85.12% | ||
| Année | |||
| 2023 | +50.46% | ||
| 2022 | -29.70% | ||
| 2021 | +13.26% | ||
| 2020 | +24.75% | ||
| 2019 | +10.85% | ||
