Xtrackers MSCI World Momentum UE 1C/  IE00BL25JP72  /

Fonds
NAV5/28/2024 Chg.+0.3785 Type of yield Investment Focus Investment company
64.2503USD +0.59% reinvestment Equity Worldwide DWS Investment SA 
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2014 - - - - - - - - - 0.27 1.40 -1.87 -
2015 -0.91 5.44 -0.95 2.19 0.64 -2.38 1.39 -5.50 -4.64 7.63 0.58 -1.76 +0.95%
2016 -6.68 -0.58 7.01 1.63 0.27 -1.20 4.85 -0.09 0.43 -1.71 0.52 1.47 +5.43%
2017 3.57 2.34 2.13 1.89 4.24 0.19 3.10 1.45 2.54 4.55 1.87 0.86 +32.71%
2018 7.43 -1.62 -3.35 1.45 2.85 -0.37 2.21 4.50 0.96 -9.88 1.43 -8.30 -4.02%
2019 7.42 3.67 2.58 3.20 -3.64 6.31 1.00 0.06 -0.82 1.23 2.58 2.45 +28.79%
2020 2.62 -7.18 -10.22 10.12 5.74 4.60 6.66 6.60 -2.23 -3.56 9.86 4.30 +27.96%
2021 0.80 -0.65 0.24 6.78 -1.03 1.08 1.64 3.17 -3.72 7.52 -3.07 1.44 +14.47%
2022 -7.75 -2.16 4.44 -11.34 -0.13 -7.55 4.37 -2.55 -7.34 9.96 5.34 -2.46 -17.83%
2023 1.07 -3.22 0.89 2.88 -4.84 6.39 2.41 -1.29 -4.11 -1.80 9.30 4.41 +11.65%
2024 5.57 9.02 4.21 -3.96 7.63 - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 14.59% 13.60% 12.78% 16.12% 19.41%
Sharpe ratio 4.57 4.67 3.02 0.20 0.49
Best month +9.02% +9.30% +9.30% +9.96% +10.12%
Worst month -3.96% -3.96% -4.84% -11.34% -11.34%
Maximum loss -7.06% -7.06% -8.12% -29.75% -31.48%
Outperformance +10.89% - +10.62% +27.80% -
 
All quotes in USD

Performance

YTD  
+23.98%
6 Months  
+29.05%
1 Year  
+42.12%
3 Years  
+22.71%
5 Years  
+86.51%
10 Years     -
Since start  
+180.81%
Year
2023  
+11.65%
2022
  -17.83%
2021  
+14.47%
2020  
+27.96%
2019  
+28.79%
2018
  -4.02%
2017  
+32.71%
2016  
+5.43%
2015  
+0.95%