Champions Select Balance LC/ DE000DWS2W22 /
| NAV01.10.2024 | Diff.+0.3700 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 134.3800EUR | +0.28% | thesaurierend | Mischfonds weltweit | DWS Investment GmbH ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018 | - | - | - | - | - | - | - | - | - | -4.34 | 1.20 | -4.70 | - |
| 2019 | 6.09 | 3.20 | 1.83 | 2.41 | -2.34 | 2.20 | 2.48 | 0.06 | 1.44 | -0.16 | 2.26 | 0.89 | +22.10% |
| 2020 | 1.29 | -3.44 | -12.49 | 8.09 | 2.61 | 1.28 | 1.28 | 2.18 | -0.21 | 0.54 | 5.53 | 1.02 | +6.42% |
| 2021 | 1.93 | 0.71 | 0.35 | 1.27 | -0.50 | 3.17 | -0.24 | 0.78 | -1.24 | 1.38 | 0.23 | 1.29 | +9.44% |
| 2022 | -5.26 | -1.91 | 0.94 | -2.03 | -2.16 | -4.73 | 5.17 | -0.17 | -7.37 | 2.04 | 2.78 | -2.73 | -15.01% |
| 2023 | 3.95 | -0.14 | -1.65 | 0.32 | 1.30 | 1.05 | 1.59 | -1.04 | -1.78 | -2.88 | 5.11 | 3.77 | +9.69% |
| 2024 | 1.00 | 1.09 | 2.63 | -0.91 | 0.60 | 1.68 | 0.83 | 0.60 | 0.90 | 0.28 | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 5.47% | 5.92% | 5.71% | 7.25% | 8.23% |
| Sharpe Ratio | 1.63 | 0.68 | 2.06 | -0.24 | 0.09 |
| Bester Monat | +3.77% | +1.68% | +5.11% | +5.17% | +8.09% |
| Schlechtester Monat | -0.91% | -0.91% | -2.88% | -7.37% | -12.49% |
| Maximaler Verlust | -3.84% | -3.84% | -3.84% | -17.89% | -23.61% |
| Outperformance | +7.43% | - | +8.30% | - | - |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Champions Select Balance VD | ausschüttend | 134.3000 | +15.02% | - | |
| Champions Select Balance LD | ausschüttend | 134.2900 | +15.03% | - | |
| Champions Select Balance VC | thesaurierend | 134.3900 | +15.03% | +4.66% | |
| Champions Select Balance LC | thesaurierend | 134.3800 | +15.03% | +4.66% |
Performance
| lfd. Jahr | +9.00% | ||
|---|---|---|---|
| 6 Monate | +3.57% | ||
| 1 Jahr | +15.03% | ||
| 3 Jahre | +4.66% | ||
| 5 Jahre | +21.78% | ||
| 10 Jahre | - | ||
| seit Beginn | +34.38% | ||
| Jahr | |||
| 2023 | +9.69% | ||
| 2022 | -15.01% | ||
| 2021 | +9.44% | ||
| 2020 | +6.42% | ||
| 2019 | +22.10% | ||
