Xtrackers MSCI USA ESG UE 1C/ IE00BFMNPS42 /
| NAV30/05/2024 | Chg.-0.7076 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 57.0482USD | -1.23% | reinvestment | Equity ETF Stocks | DWS Investment SA ▶ |
Performance mensuelle
| janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018 | - | - | - | - | - | 0.40 | 3.83 | 2.89 | 0.46 | -7.53 | 3.39 | -9.41 | - |
| 2019 | 8.61 | 3.94 | 1.55 | 4.26 | -6.13 | 6.58 | 2.09 | -1.13 | 1.73 | 2.30 | 3.87 | 2.85 | +34.20% |
| 2020 | 1.14 | -7.29 | -12.08 | 12.40 | 5.61 | 1.98 | 4.11 | 8.43 | -4.40 | -2.71 | 11.24 | 3.97 | +21.18% |
| 2021 | -0.51 | 3.08 | 3.92 | 5.74 | 0.46 | 3.09 | 3.11 | 3.48 | -5.09 | 10.06 | -1.64 | 3.48 | +32.40% |
| 2022 | -6.24 | -3.60 | 3.65 | -9.38 | -0.69 | -7.13 | 8.36 | -5.19 | -8.82 | 6.90 | 6.46 | -6.20 | -21.71% |
| 2023 | 6.82 | -2.41 | 4.17 | 1.02 | 1.31 | 6.74 | 3.39 | -0.47 | -5.39 | -2.97 | 10.88 | 4.84 | +30.29% |
| 2024 | 2.07 | 5.84 | 3.68 | -4.79 | 4.36 | - | - | - | - | - | - | - | - |
Valeurs calculées
| CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
|---|---|---|---|---|---|
| Volatilité | 12.94% | 12.41% | 12.87% | 18.10% | 21.65% |
| Ratio de Sharpe | 2.02 | 2.63 | 1.99 | 0.34 | 0.59 |
| Le meilleur mois | +5.84% | +10.88% | +10.88% | +10.88% | +12.40% |
| Le plus défavorable mois | -4.79% | -4.79% | -5.39% | -9.38% | -12.08% |
| Perte maximale | -6.98% | -6.98% | -10.22% | -27.91% | -34.13% |
| Surperformance | +5.56% | - | +4.64% | - | - |
Toutes les cotations dans USD
Tranches
| Nom | Type de rendement | Prix de rachat | 1 An | 3 Ans | |
|---|---|---|---|---|---|
| Xtrackers MSCI USA ESG UE 1D | paying dividend | 9.2676 | +29.47% | - | |
| Xtrackers MSCI USA ESG UE 1C | reinvestment | 57.0482 | +29.42% | +33.06% | |
| Xtrackers MSCI USA ESG UE 2C H | paying dividend | 8.1896 | +26.61% | - |
Performance
| CAD | +11.29% | ||
|---|---|---|---|
| 6 Mois | +16.68% | ||
| 1 An | +29.42% | ||
| 3 Ans | +33.06% | ||
| 5 Ans | +115.10% | ||
| 10 ans | - | ||
| Depuis le début | +130.08% | ||
| Année | |||
| 2023 | +30.29% | ||
| 2022 | -21.71% | ||
| 2021 | +32.40% | ||
| 2020 | +21.18% | ||
| 2019 | +34.20% | ||
