Xtrackers IE Physic.Gold ETC Sec.USD/ DE000A2T0VU5 /
| NAV13/06/2024 | Diferencia-0.2382 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 35.6142USD | -0.66% | reinvestment | ETC Worldwide | DWS Investment SA ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2020 | - | - | - | - | - | 2.26 | 11.11 | -0.40 | -3.61 | -0.28 | -6.35 | 7.08 | - |
| 2021 | -1.27 | -6.50 | -2.99 | 4.52 | 7.47 | -7.21 | 3.54 | -0.61 | -3.98 | 1.50 | 1.98 | -0.57 | -5.09% |
| 2022 | 0.04 | 6.37 | 1.68 | -1.60 | -3.81 | -1.19 | -3.51 | -2.15 | -2.58 | -1.97 | 6.98 | 3.43 | +0.96% |
| 2023 | 6.06 | -5.17 | 8.49 | 0.13 | -0.93 | -2.66 | 3.04 | -1.45 | -3.71 | 6.75 | 1.92 | 2.10 | +14.45% |
| 2024 | -1.22 | -0.26 | 8.11 | 4.17 | 1.78 | -1.60 | - | - | - | - | - | - | - |
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 13.26% | 13.58% | 12.48% | 13.66% | -% |
| Índice de Sharpe | 1.73 | 2.36 | 1.15 | 0.26 | - |
| El mes mejor | +8.11% | +8.11% | +8.11% | +8.49% | +11.11% |
| El mes peor | -1.60% | -1.60% | -3.71% | -7.21% | -7.21% |
| Pérdida máxima | -5.07% | -5.07% | -7.98% | -20.19% | - |
| Rendimiento superior | +2.18% | - | -0.84% | - | - |
Todas las cotizaciones en USD
Performance
| Año hasta la fecha | +11.12% | ||
|---|---|---|---|
| 6 Meses | +16.49% | ||
| Promedio móvil | +18.10% | ||
| 3 Años | +23.39% | ||
| 5 Años | - | ||
| 10 Años | - | ||
| Desde el principio | +34.51% | ||
| Año | |||
| 2023 | +14.45% | ||
| 2022 | +0.96% | ||
| 2021 | -5.09% | ||
