Champions Select Balance LC/ DE000DWS2W22 /
| NAV31/10/2024 | Chg.-0.7300 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 133.8800EUR | -0.54% | reinvestment | Mixed Fund Worldwide | DWS Investment GmbH ▶ |
Performance mensuelle
| janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | -0.10 | - | - | - |
Valeurs calculées
| CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
|---|---|---|---|---|---|
| Volatilité | 5.33% | 5.44% | 5.31% | 7.20% | 8.21% |
| Ratio de Sharpe | 1.39 | 1.15 | 2.90 | -0.31 | 0.11 |
| Le meilleur mois | +3.77% | +1.68% | +5.11% | +5.17% | +8.09% |
| Le plus défavorable mois | -0.91% | -0.91% | -2.88% | -7.37% | -12.49% |
| Perte maximale | -3.84% | -3.84% | -3.84% | -17.89% | -23.61% |
| Surperformance | +7.43% | - | +8.30% | - | - |
Toutes les cotations dans EUR
Tranches
| Nom | Type de rendement | Prix de rachat | 1 An | 3 Ans | |
|---|---|---|---|---|---|
| Champions Select Balance VD | paying dividend | 133.8100 | +18.47% | - | |
| Champions Select Balance LD | paying dividend | 133.7900 | +18.47% | - | |
| Champions Select Balance VC | reinvestment | 133.8900 | +18.47% | +2.40% | |
| Champions Select Balance LC | reinvestment | 133.8800 | +18.46% | +2.40% |
Performance
| CAD | +8.60% | ||
|---|---|---|---|
| 6 Mois | +4.59% | ||
| 1 An | +18.46% | ||
| 3 Ans | +2.40% | ||
| 5 Ans | +21.65% | ||
| 10 ans | - | ||
| Depuis le début | +33.88% | ||
| Année | |||
| 2023 | +9.69% | ||
| 2022 | -15.01% | ||
| 2021 | +9.44% | ||
| 2020 | +6.42% | ||
| 2019 | +22.10% | ||
