Xtrackers Nifty 50 Swap UCITS ETF 1C/ LU0292109690 /
NAV19/09/2024 | Diferencia+0.6653 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
---|---|---|---|---|
292.4374USD | +0.23% | reinvestment | Equity ETF Stocks | DWS Investment SA ▶ |
Rendimiento mensual
ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2007 | - | - | - | - | - | - | - | -2.57 | 15.47 | 19.08 | -3.09 | 7.17 | - |
2008 | -16.27 | 0.13 | -9.64 | 8.03 | -9.97 | -18.13 | 8.78 | -2.42 | -15.79 | -30.15 | -5.78 | 10.56 | -60.76% |
2009 | -3.05 | -8.13 | 10.15 | 16.57 | 35.97 | -4.99 | 8.20 | -1.18 | 10.74 | -5.04 | 7.79 | 3.27 | +84.91% |
2010 | -5.45 | 0.95 | 9.46 | 1.73 | -7.75 | 4.59 | 1.14 | -0.69 | 16.89 | 0.96 | -5.74 | 7.36 | +23.00% |
2011 | -12.66 | -1.80 | 11.01 | -0.64 | -5.01 | 2.66 | -1.74 | -12.43 | -7.09 | 8.38 | -15.46 | -6.02 | -36.50% |
2012 | 20.83 | 4.44 | -5.44 | -4.29 | -11.80 | 8.15 | -0.47 | 0.58 | 14.37 | -3.44 | 3.46 | -0.34 | +24.20% |
2013 | 5.20 | -7.83 | -0.10 | 5.18 | -3.48 | -7.15 | -3.86 | -12.37 | 10.66 | 11.88 | -3.66 | 3.05 | -5.46% |
2014 | -4.70 | 4.17 | 10.83 | -1.20 | 10.27 | 3.64 | 1.01 | 2.76 | -1.72 | 5.04 | 2.00 | -5.31 | +28.56% |
2015 | 8.29 | 0.51 | -5.20 | -5.24 | 2.43 | -0.33 | 1.31 | -10.03 | -0.92 | 3.71 | -3.70 | 0.72 | -9.32% |
2016 | -7.39 | -8.55 | 14.55 | 1.14 | 2.52 | 1.50 | 5.11 | 1.70 | -1.50 | -0.04 | -7.21 | 0.23 | -0.03% |
2017 | 4.50 | 5.45 | 6.16 | 2.23 | 3.00 | -1.00 | 6.78 | -1.29 | -3.50 | 6.40 | -0.71 | 2.91 | +34.83% |
2018 | 5.97 | -7.10 | -3.70 | 3.62 | -1.11 | -1.66 | 5.93 | -0.58 | -8.56 | -6.94 | 10.95 | -0.78 | -5.74% |
2019 | -1.90 | -0.39 | 10.49 | 0.48 | 1.21 | -0.13 | -5.31 | -4.48 | 4.69 | 3.40 | 0.18 | 1.27 | +8.90% |
2020 | -1.85 | -7.55 | -26.71 | 15.33 | -3.55 | 7.60 | 8.54 | 7.16 | -4.06 | 3.09 | 11.37 | 9.13 | +11.30% |
2021 | -2.44 | 5.82 | 1.52 | -1.79 | 7.78 | -0.49 | 0.19 | 10.69 | 1.07 | -0.58 | -4.32 | 3.19 | +21.47% |
2022 | -0.57 | -4.03 | 3.27 | -3.01 | -4.27 | -6.44 | 8.39 | 3.33 | -6.11 | 3.54 | 5.77 | -5.12 | -6.47% |
2023 | -1.60 | -2.94 | 0.79 | 4.43 | 1.62 | 4.46 | 2.64 | -3.07 | 1.56 | -3.12 | 5.30 | 8.04 | +18.83% |
2024 | 0.10 | 1.34 | 0.85 | 1.07 | -0.15 | 6.75 | 3.43 | 1.05 | 0.85 | - | - | - | - |
Valores estimados
Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
---|---|---|---|---|---|
Volatilidad | 14.60% | 15.38% | 13.62% | 15.57% | 20.78% |
Índice de Sharpe | 1.36 | 1.95 | 1.59 | 0.32 | 0.53 |
El mes mejor | +8.04% | +6.75% | +8.04% | +8.39% | +15.33% |
El mes peor | -0.15% | -0.15% | -3.12% | -6.44% | -26.71% |
Pérdida máxima | -6.30% | -6.30% | -6.35% | -20.38% | -43.15% |
Rendimiento superior | -0.12% | - | +2.63% | +17.68% | +17.72% |
Todas las cotizaciones en USD
Performance
Año hasta la fecha | +16.16% | ||
---|---|---|---|
6 Meses | +15.64% | ||
Promedio móvil | +25.16% | ||
3 Años | +27.45% | ||
5 Años | +97.41% | ||
10 Años | +114.63% | ||
Desde el principio | +171.57% | ||
Año | |||
2023 | +18.83% | ||
2022 | -6.47% | ||
2021 | +21.47% | ||
2020 | +11.30% | ||
2019 | +8.90% | ||
2018 | -5.74% | ||
2017 | +34.83% | ||
2016 | -0.03% | ||
2015 | -9.32% |