Deutsche Postbank Best Invest Wachstum/  DE0009797779  /

Fonds
NAV8/26/2024 Chg.+0.0100 Type of yield Investment Focus Investment company
57.6600EUR +0.02% paying dividend Mixed Fund Worldwide Universal-Investment 
  • Dividends adjusted Dividends adjusted

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 0.24 - - - - -
Single months: Dividends not considered

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 3.42% 3.53% 3.75% 4.81% 5.36%
Sharpe ratio 0.78 1.00 1.40 -1.07 -0.59
Best month +3.17% +1.73% +3.60% +5.38% +5.38%
Worst month -0.99% -0.99% -1.81% -4.59% -7.56%
Maximum loss -1.63% -1.63% -3.59% -16.89% -16.89%
Outperformance +1.21% - +2.25% +1.97% +4.12%
 
All quotes in EUR

Performance

YTD  
+3.97%
6 Months  
+3.45%
1 Year  
+8.72%
3 Years
  -4.76%
5 Years  
+1.86%
10 Years  
+13.66%
Since start  
+58.27%
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

7/15/2024 0.91 EUR
7/17/2023 0.96 EUR
7/15/2020 0.03 EUR
7/15/2019 0.20 EUR
7/16/2018 0.68 EUR
1/2/2018 0.14 EUR
7/17/2017 0.31 EUR
7/15/2016 0.72 EUR
7/15/2015 0.41 EUR
5/23/2014 0.59 EUR
6/14/2013 0.84 EUR
6/1/2012 1.63 EUR
6/14/2011 0.25 EUR
5/14/2010 0.70 EUR
5/8/2009 1.54 EUR
5/9/2008 1.20 EUR
5/4/2007 0.85 EUR
5/19/2006 1.50 EUR
5/20/2005 0.76 EUR
5/13/2004 0.90 EUR