Xtrackers MSCI AC World ESG Screened UCITS ETF 1C/ IE00BGHQ0G80 /
| NAV15/05/2024 | Diferencia+0.2751 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 35.9097EUR | +0.77% | reinvestment | Equity Worldwide | DWS Investment SA ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2014 | - | - | 0.99 | 0.56 | 3.70 | 1.53 | 1.12 | 3.67 | 0.74 | 1.38 | 2.15 | 0.94 | - |
| 2015 | 5.27 | 6.03 | 2.74 | -1.45 | 2.10 | -3.98 | 1.63 | -7.80 | -3.80 | 9.04 | 3.71 | -4.59 | +7.74% |
| 2016 | -5.65 | -1.12 | 2.38 | 0.94 | 3.03 | -0.41 | 3.54 | 0.77 | -0.36 | 0.76 | 4.10 | 2.74 | +10.82% |
| 2017 | 0.21 | 4.51 | 0.54 | -0.31 | -1.02 | -0.92 | -0.59 | -0.46 | 2.55 | 3.57 | -0.44 | 1.67 | +9.51% |
| 2018 | 1.09 | -2.14 | -3.09 | 2.79 | 3.64 | -0.61 | 2.85 | 1.38 | 0.67 | -5.16 | 1.54 | -8.56 | -6.18% |
| 2019 | 8.31 | 3.39 | 2.63 | 3.55 | -5.43 | 4.27 | 2.61 | -1.36 | 3.17 | 0.41 | 3.66 | 1.68 | +29.69% |
| 2020 | 0.12 | -7.33 | -13.33 | 10.84 | 2.67 | 2.26 | -0.05 | 5.74 | -2.13 | -1.84 | 9.41 | 2.28 | +6.33% |
| 2021 | 0.31 | 2.42 | 6.10 | 1.90 | 0.37 | 4.04 | 0.75 | 2.99 | -2.37 | 5.43 | 0.45 | 2.75 | +27.85% |
| 2022 | -3.91 | -3.16 | 3.11 | -3.23 | -1.56 | -6.01 | 9.88 | -2.65 | -7.16 | 4.55 | 3.57 | -7.59 | -14.61% |
| 2023 | 5.68 | -0.35 | 0.65 | -0.38 | 2.96 | 3.52 | 2.47 | -1.23 | -1.91 | -2.97 | 6.29 | 3.63 | +19.40% |
| 2024 | 2.33 | 4.63 | 3.12 | -2.50 | 3.61 | - | - | - | - | - | - | - | - |
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 9.51% | 8.91% | 9.57% | 13.09% | 16.55% |
| Índice de Sharpe | 3.24 | 3.76 | 2.13 | 0.46 | 0.48 |
| El mes mejor | +4.63% | +6.29% | +6.29% | +9.88% | +10.84% |
| El mes peor | -2.50% | -2.50% | -2.97% | -7.59% | -13.33% |
| Pérdida máxima | -4.16% | -4.16% | -7.49% | -17.24% | -33.41% |
| Rendimiento superior | +2.56% | - | +0.45% | +4.06% | +6.66% |
Todas las cotizaciones en EUR
Tramos
| Nombre | Tipo de beneficio | Prec. de rescate | Promedio móvil | 3 Años | |
|---|---|---|---|---|---|
| Xtrackers MSCI AC World ESG Scre... | reinvestment | 35.9097 | +24.23% | +32.44% | |
| Xtrackers MSCI AC World ESG Scr.... | reinvestment | 38.2067 | +23.44% | - |
Performance
| Año hasta la fecha | +11.54% | ||
|---|---|---|---|
| 6 Meses | +17.03% | ||
| Promedio móvil | +24.23% | ||
| 3 Años | +32.44% | ||
| 5 Años | +74.23% | ||
| 10 Años | +182.04% | ||
| Desde el principio | +197.24% | ||
| Año | |||
| 2023 | +19.40% | ||
| 2022 | -14.61% | ||
| 2021 | +27.85% | ||
| 2020 | +6.33% | ||
| 2019 | +29.69% | ||
| 2018 | -6.18% | ||
| 2017 | +9.51% | ||
| 2016 | +10.82% | ||
| 2015 | +7.74% | ||
