Champions Select Balance VC/ DE000DWS2W30 /
| NAV31/10/2024 | Var.-0.7300 | Type of yield | Focus sugli investimenti | Società d'investimento |
|---|---|---|---|---|
| 133.8900EUR | -0.54% | reinvestment | Mixed Fund Worldwide | DWS Investment GmbH ▶ |
Performance mensile
| gen | feb | mar | apr | mag | giu | lug | ago | set | ott | nov | dic | Totale | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018 | - | - | - | - | - | - | - | - | - | -4.34 | 1.20 | -4.69 | - |
| 2019 | 6.08 | 3.20 | 1.83 | 2.41 | -2.34 | 2.20 | 2.48 | 0.07 | 1.43 | -0.16 | 2.26 | 0.89 | +22.09% |
| 2020 | 1.29 | -3.43 | -12.50 | 8.10 | 2.60 | 1.28 | 1.29 | 2.18 | -0.21 | 0.53 | 5.54 | 1.02 | +6.43% |
| 2021 | 1.93 | 0.71 | 0.35 | 1.26 | -0.49 | 3.17 | -0.24 | 0.78 | -1.24 | 1.37 | 0.24 | 1.29 | +9.44% |
| 2022 | -5.26 | -1.91 | 0.94 | -2.03 | -2.16 | -4.73 | 5.17 | -0.16 | -7.38 | 2.04 | 2.78 | -2.74 | -15.02% |
| 2023 | 3.96 | -0.14 | -1.65 | 0.31 | 1.31 | 1.05 | 1.59 | -1.04 | -1.78 | -2.88 | 5.12 | 3.77 | +9.70% |
| 2024 | 1.00 | 1.09 | 2.63 | -0.91 | 0.60 | 1.68 | 0.82 | 0.61 | 0.90 | -0.10 | - | - | - |
Calculated values
| YTD | 6 mesi | 1 anno | 3 anni | 5 anni | |
|---|---|---|---|---|---|
| Volatilità | 5.33% | 5.44% | 5.31% | 7.21% | 8.21% |
| Indice di Sharpe | 1.39 | 1.15 | 2.90 | -0.31 | 0.11 |
| Mese migliore | +3.77% | +1.68% | +5.12% | +5.17% | +8.10% |
| Mese peggiore | -0.91% | -0.91% | -2.88% | -7.38% | -12.50% |
| Perdita massima | -3.83% | -3.83% | -3.83% | -17.89% | -23.61% |
| Outperformance | -0.63% | - | +1.87% | +17.22% | - |
Tutte le quotazioni in EUR
Tranches
| Nome | Type of yield | Prezzo di riacquisto | 1 anno | 3 anni | |
|---|---|---|---|---|---|
| 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% |
Prestazione
| YTD | +8.60% | ||
|---|---|---|---|
| 6 mesi | +4.59% | ||
| 1 anno | +18.47% | ||
| 3 anni | +2.40% | ||
| 5 anni | +21.66% | ||
| 10 anni | - | ||
| Dall'inizio | +33.89% | ||
| Anno | |||
| 2023 | +9.70% | ||
| 2022 | -15.02% | ||
| 2021 | +9.44% | ||
| 2020 | +6.43% | ||
| 2019 | +22.09% | ||
