Deutsche Postbank Best Invest Wachstum/ DE0009797779 /
NAV2024-11-04 | Chg.-0.0700 | Type of yield | Investment Focus | Investment company |
---|---|---|---|---|
57.6500EUR | -0.12% | paying dividend | Mixed Fund Worldwide | Universal-Investment ▶ |
Monthly performance
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2002 | - | - | - | - | - | - | - | 0.25 | -1.19 | 0.49 | 2.21 | -1.51 | - |
2003 | -1.70 | -1.32 | -0.09 | 2.44 | 0.80 | 0.98 | 0.17 | 0.91 | 0.23 | 1.08 | 0.18 | 0.63 | +4.34% |
2004 | 2.03 | 1.16 | 0.12 | 0.16 | -0.73 | 0.99 | -0.43 | 0.53 | 0.75 | 0.39 | 1.69 | 0.94 | +7.83% |
2005 | 1.71 | 1.64 | -0.93 | -0.74 | 2.28 | 1.57 | 1.15 | -0.09 | 1.46 | -2.17 | 1.78 | 1.44 | +9.37% |
2006 | 1.93 | 1.65 | -0.66 | -0.07 | -2.24 | -1.38 | 1.15 | 1.35 | 1.15 | 1.18 | 0.40 | 0.69 | +5.18% |
2007 | 0.07 | 1.15 | -0.64 | 0.77 | 0.14 | -1.34 | -0.97 | -0.42 | 0.58 | 1.81 | -2.39 | 1.08 | -0.27% |
2008 | -4.00 | 1.22 | -2.37 | 1.73 | -0.18 | -3.33 | -0.10 | 0.88 | -4.24 | -6.53 | 0.72 | -0.34 | -15.67% |
2009 | -1.21 | -1.91 | 0.26 | 4.48 | 1.12 | 0.62 | 2.73 | 1.91 | 1.19 | -0.32 | 0.40 | 1.06 | +10.68% |
2010 | -0.79 | 0.50 | 2.95 | -0.69 | -0.83 | -0.44 | 1.49 | 0.12 | 1.12 | 0.08 | -1.41 | 1.84 | +3.91% |
2011 | -0.69 | 0.33 | -0.75 | 0.33 | 0.54 | -1.37 | -0.26 | -3.55 | -0.49 | 1.34 | -3.49 | 3.15 | -4.99% |
2012 | 1.81 | 2.06 | -0.41 | -0.30 | -1.42 | -0.80 | 3.44 | 0.30 | 0.90 | 0.52 | 1.65 | 0.70 | +8.69% |
2013 | -0.02 | 0.37 | 1.29 | 1.33 | -0.09 | -2.69 | 1.26 | -0.49 | 1.17 | 1.20 | 0.65 | -0.28 | +3.68% |
2014 | 0.51 | 1.91 | 0.09 | 0.28 | 1.04 | 0.22 | -0.41 | 1.24 | 0.13 | 0.24 | 1.68 | 0.43 | +7.58% |
2015 | 3.75 | 1.50 | 1.41 | -2.12 | -0.17 | -3.86 | 2.32 | -2.87 | -0.40 | 2.77 | 1.41 | -1.74 | +1.67% |
2016 | -1.71 | 0.58 | 1.02 | 0.69 | 0.51 | 2.92 | 2.50 | -1.38 | -0.26 | -1.84 | -0.82 | 1.42 | +3.55% |
2017 | -1.07 | 2.04 | 0.22 | -0.17 | -0.38 | -0.86 | -0.11 | -0.12 | 0.70 | 1.16 | -0.75 | -0.19 | +0.43% |
2018 | -0.33 | -1.22 | -1.27 | 0.73 | 0.92 | -0.51 | 0.54 | 0.12 | -0.20 | -3.32 | -0.17 | -2.47 | -7.01% |
2019 | 3.36 | 1.73 | 1.47 | 1.33 | -1.12 | 2.24 | 1.80 | 0.58 | 0.56 | -0.54 | 0.73 | -0.27 | +12.44% |
2020 | 1.03 | -2.40 | -7.56 | 3.90 | 1.48 | 1.26 | -0.02 | 0.66 | 0.34 | -0.31 | 3.39 | 0.08 | +1.37% |
2021 | 0.13 | -0.56 | 1.87 | -0.11 | -0.34 | 1.71 | 0.79 | 0.58 | -1.09 | 0.45 | 0.16 | 0.61 | +4.24% |
2022 | -2.18 | -2.93 | -0.92 | -2.20 | -1.61 | -3.98 | 5.38 | -2.82 | -4.59 | 0.96 | 2.64 | -3.35 | -14.96% |
2023 | 2.92 | -1.18 | 0.70 | -0.31 | 0.64 | 0.49 | 0.90 | -0.59 | -1.81 | -1.11 | 3.60 | 3.17 | +7.51% |
2024 | 0.28 | 0.19 | 1.73 | -0.99 | 0.33 | 0.79 | 1.34 | 0.56 | 0.78 | -1.08 | -0.02 | - | - |
Single months: Dividends not considered
Calculated values
YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
---|---|---|---|---|---|
Volatility | 3.31% | 3.39% | 3.32% | 4.80% | 5.36% |
Sharpe ratio | 0.49 | 0.56 | 2.02 | -0.99 | -0.55 |
Best month | +3.17% | +1.34% | +3.60% | +5.38% | +5.38% |
Worst month | -1.08% | -1.08% | -1.08% | -4.59% | -7.56% |
Maximum loss | -1.67% | -1.67% | -1.67% | -16.89% | -16.89% |
Outperformance | +1.21% | - | +2.25% | +1.97% | +4.12% |
All quotes in EUR
Performance
YTD | +3.95% | ||
---|---|---|---|
6 Months | +2.46% | ||
1 Year | +9.74% | ||
3 Years | -4.97% | ||
5 Years | +0.63% | ||
10 Years | +13.75% | ||
Since start | +58.25% | ||
Year | |||
2023 | +7.51% | ||
2022 | -14.96% | ||
2021 | +4.24% | ||
2020 | +1.37% | ||
2019 | +12.44% | ||
2018 | -7.01% | ||
2017 | +0.43% | ||
2016 | +3.55% | ||
2015 | +1.67% |
Dividends
2024-07-15 | 0.91 EUR |
2023-07-17 | 0.96 EUR |
2020-07-15 | 0.03 EUR |
2019-07-15 | 0.20 EUR |
2018-07-16 | 0.68 EUR |
2018-01-02 | 0.14 EUR |
2017-07-17 | 0.31 EUR |
2016-07-15 | 0.72 EUR |
2015-07-15 | 0.41 EUR |
2014-05-23 | 0.59 EUR |
2013-06-14 | 0.84 EUR |
2012-06-01 | 1.63 EUR |
2011-06-14 | 0.25 EUR |
2010-05-14 | 0.70 EUR |
2009-05-08 | 1.54 EUR |
2008-05-09 | 1.20 EUR |
2007-05-04 | 0.85 EUR |
2006-05-19 | 1.50 EUR |
2005-05-20 | 0.76 EUR |
2004-05-13 | 0.90 EUR |