Xtrackers MSCI World Energy UE 1C/ IE00BM67HM91 /
NAV2024-04-25 | Chg.+0.2293 | Type of yield | Investment Focus | Investment company |
---|---|---|---|---|
52.8007USD | +0.44% | reinvestment | Equity Worldwide | DWS Investment SA ▶ |
Monthly performance
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2016 | - | - | - | 8.47 | -2.23 | 4.26 | -2.07 | 0.63 | 2.89 | -1.91 | 5.61 | 3.63 | - |
2017 | -3.01 | -2.12 | 0.14 | -2.29 | -1.36 | -1.35 | 3.59 | -3.39 | 8.95 | 0.34 | 1.54 | 4.66 | +5.09% |
2018 | 2.85 | -9.15 | 1.26 | 9.42 | 1.76 | 1.26 | 1.43 | -3.48 | 2.95 | -10.11 | -3.54 | -10.00 | -16.10% |
2019 | 10.75 | 2.65 | 1.08 | 0.38 | -8.30 | 6.97 | -2.79 | -7.33 | 4.63 | -1.62 | 1.32 | 5.36 | +12.00% |
2020 | -9.09 | -13.96 | -29.39 | 16.23 | 1.47 | -1.03 | -3.72 | 2.85 | -14.99 | -5.31 | 29.16 | 3.73 | -31.15% |
2021 | 2.93 | 15.78 | 2.32 | 0.37 | 5.25 | 2.96 | -6.22 | -1.17 | 9.42 | 8.05 | -6.86 | 3.88 | +40.61% |
2022 | 15.49 | 5.07 | 7.76 | -1.48 | 13.39 | -15.02 | 6.88 | 1.78 | -9.32 | 20.02 | 3.17 | -3.42 | +46.45% |
2023 | 3.07 | -4.65 | -1.59 | 3.81 | -9.95 | 6.49 | 6.50 | 1.77 | 2.70 | -4.38 | 0.40 | -0.04 | +2.84% |
2024 | -1.01 | 1.66 | 9.14 | 2.82 | - | - | - | - | - | - | - | - | - |
Calculated values
YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
---|---|---|---|---|---|
Volatility | 12.56% | 14.33% | 17.10% | 24.22% | 31.01% |
Sharpe ratio | 3.48 | 1.36 | 0.76 | 0.91 | 0.18 |
Best month | +9.14% | +9.14% | +9.14% | +20.02% | +29.16% |
Worst month | -1.01% | -4.38% | -9.95% | -15.02% | -29.39% |
Maximum loss | -6.40% | -7.17% | -10.35% | -25.09% | -60.42% |
Outperformance | +6.48% | - | +17.15% | +8.37% | +9.20% |
All quotes in USD
Performance
YTD | +12.93% | ||
---|---|---|---|
6 Months | +11.02% | ||
1 Year | +16.87% | ||
3 Years | +99.12% | ||
5 Years | +57.87% | ||
Since start | +100.14% | ||
Year | |||
2023 | +2.84% | ||
2022 | +46.45% | ||
2021 | +40.61% | ||
2020 | -31.15% | ||
2019 | +12.00% | ||
2018 | -16.10% | ||
2017 | +5.09% |