DWS ESG Qi LowVol Europe SC/ DE000DWS1K92 /
| NAV30/07/2024 | Diferencia-0.1800 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 180.3300EUR | -0.10% | reinvestment | Equity Europe | DWS Investment GmbH ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2015 | - | - | - | - | - | -5.55 | 4.09 | -6.00 | -1.59 | 7.41 | 2.71 | -2.60 | - |
| 2016 | -4.46 | -2.38 | 2.30 | 0.79 | 2.28 | -2.21 | 2.57 | -0.87 | -0.53 | -3.25 | -1.84 | 2.62 | -5.19% |
| 2017 | 0.49 | 2.30 | 1.62 | 2.80 | 3.52 | -2.21 | -0.96 | -1.00 | 1.29 | 1.93 | -0.74 | 0.30 | +9.56% |
| 2018 | 0.37 | -3.19 | -2.19 | 3.78 | 2.25 | -0.71 | 2.58 | -0.39 | 0.05 | -4.90 | -0.37 | -4.30 | -7.18% |
| 2019 | 6.61 | 2.87 | 3.44 | 2.09 | -1.19 | 3.10 | -0.70 | 1.41 | 1.54 | 0.84 | 1.75 | 1.48 | +25.63% |
| 2020 | 1.90 | -6.89 | -11.44 | 7.83 | 2.03 | 1.31 | 1.59 | 0.82 | -0.73 | -3.79 | 7.60 | 0.98 | -0.46% |
| 2021 | -1.31 | -1.55 | 5.79 | 1.63 | 3.29 | 2.28 | 3.68 | 2.07 | -4.95 | 3.40 | 1.19 | 4.09 | +20.90% |
| 2022 | -7.08 | -3.16 | 2.65 | 0.36 | -3.80 | -5.36 | 6.71 | -4.34 | -7.38 | 4.22 | 5.02 | -1.99 | -14.42% |
| 2023 | 2.65 | 2.09 | 1.54 | 2.98 | -1.63 | 0.69 | 0.79 | -1.32 | -1.25 | -2.70 | 4.45 | 2.36 | +10.89% |
| 2024 | 1.74 | 0.58 | 2.04 | -0.34 | 2.10 | 0.59 | 2.44 | - | - | - | - | - | - |
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 6.91% | 7.14% | 7.88% | 11.16% | 14.23% |
| Índice de Sharpe | 1.95 | 1.73 | 0.94 | -0.04 | 0.16 |
| El mes mejor | +2.44% | +2.44% | +4.45% | +6.71% | +7.83% |
| El mes peor | -0.34% | -0.34% | -2.70% | -7.38% | -11.44% |
| Pérdida máxima | -2.94% | -2.94% | -6.18% | -20.85% | -32.75% |
| Rendimiento superior | -3.58% | - | -11.27% | +10.52% | +1.72% |
Todas las cotizaciones en EUR
Tramos
| Nombre | Tipo de beneficio | Prec. de rescate | Promedio móvil | 3 Años | |
|---|---|---|---|---|---|
| DWS ESG Qi LowVol Europe MFC | reinvestment | 164.6900 | +11.65% | +11.78% | |
| DWS ESG Qi LowVol Europe SC | reinvestment | 180.3300 | +10.99% | +9.79% | |
| DWS ESG Qi LowVol Europe FC | reinvestment | 180.1500 | +11.27% | +10.62% | |
| DWS ESG Qi LowVol Europe FD | paying dividend | 136.6900 | +11.26% | +8.54% | |
| DWS ESG Qi LowVol Europe LC | reinvestment | 168.3600 | +10.44% | +8.15% | |
| DWS ESG Qi LowVol Europe TFC | reinvestment | 149.1600 | +11.26% | +10.61% | |
| DWS ESG Qi LowVol Europe TFD | paying dividend | 131.7200 | +11.26% | +10.65% | |
| DWS ESG Qi LowVol Europe NC | reinvestment | 357.0500 | +10.21% | +7.50% |
Performance
| Año hasta la fecha | +9.49% | ||
|---|---|---|---|
| 6 Meses | +7.66% | ||
| Promedio móvil | +10.99% | ||
| 3 Años | +9.79% | ||
| 5 Años | +32.99% | ||
| 10 Años | - | ||
| Desde el principio | +47.27% | ||
| Año | |||
| 2023 | +10.89% | ||
| 2022 | -14.42% | ||
| 2021 | +20.90% | ||
| 2020 | -0.46% | ||
| 2019 | +25.63% | ||
| 2018 | -7.18% | ||
| 2017 | +9.56% | ||
| 2016 | -5.19% | ||
Dividendos
| 02/01/2018 | 0.75 EUR |
| 02/01/2017 | 0.06 EUR |
| 04/10/2016 | 0.74 EUR |
| 01/10/2015 | 0.72 EUR |
