Xtrackers MSCI World Momentum UE 1C/ IE00BL25JP72 /
| NAV2024-07-25 | Chg.-1.1712 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 62.5312USD | -1.84% | 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 | 1.47 | 2.54 | 4.54 | 1.84 | 0.87 | +32.71% |
| 2018 | 7.44 | -1.64 | -3.34 | 1.44 | 2.85 | -0.36 | 2.20 | 4.52 | 0.93 | -9.85 | 1.43 | -8.30 | -4.01% |
| 2019 | 7.41 | 3.67 | 2.58 | 3.19 | -3.63 | 6.32 | 1.00 | 0.05 | -0.82 | 1.24 | 2.56 | 2.47 | +28.78% |
| 2020 | 2.62 | -7.18 | -10.23 | 10.13 | 5.75 | 4.58 | 6.67 | 6.60 | -2.23 | -3.56 | 9.87 | 4.29 | +27.95% |
| 2021 | 0.81 | -0.64 | 0.22 | 6.78 | -1.02 | 1.09 | 1.62 | 3.18 | -3.73 | 7.52 | -3.06 | 1.44 | +14.47% |
| 2022 | -7.74 | -2.17 | 4.43 | -11.34 | -0.13 | -7.55 | 4.38 | -2.55 | -7.33 | 9.95 | 5.33 | -2.46 | -17.83% |
| 2023 | 1.06 | -3.22 | 0.88 | 2.88 | -4.82 | 6.38 | 2.41 | -1.29 | -4.11 | -1.82 | 9.32 | 4.41 | +11.65% |
| 2024 | 5.56 | 9.01 | 4.23 | -3.96 | 5.64 | 3.58 | -2.48 | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 14.75% | 14.98% | 13.37% | 16.19% | 19.51% |
| Sharpe ratio | 2.44 | 1.76 | 1.89 | 0.08 | 0.38 |
| Best month | +9.01% | +9.01% | +9.32% | +9.95% | +10.13% |
| Worst month | -4.28% | -4.28% | -4.28% | -11.34% | -11.34% |
| Maximum loss | -7.70% | -7.70% | -7.98% | -29.74% | -31.48% |
| Outperformance | +10.89% | - | +10.62% | +27.80% | - |
All quotes in USD
Performance
| YTD | +20.65% | ||
|---|---|---|---|
| 6 Months | +14.00% | ||
| 1 Year | +29.01% | ||
| 3 Years | +15.95% | ||
| 5 Years | +69.37% | ||
| 10 Years | - | ||
| Since start | +173.30% | ||
| Year | |||
| 2023 | +11.65% | ||
| 2022 | -17.83% | ||
| 2021 | +14.47% | ||
| 2020 | +27.95% | ||
| 2019 | +28.78% | ||
| 2018 | -4.01% | ||
| 2017 | +32.71% | ||
| 2016 | +5.43% | ||
| 2015 | +0.95% | ||
