Deutsche Postbank Europafonds Aktien/ DE0009797720 /
NAV04/11/2024 | Chg.-0.4000 | Type of yield | Investment Focus | Investment company |
---|---|---|---|---|
89.3700EUR | -0.45% | paying dividend | Equity Europe | Universal-Investment ▶ |
Monthly performance
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1999 | 2.90 | 0.15 | 3.35 | 5.74 | -4.46 | 5.01 | -3.43 | 2.68 | -3.72 | 7.17 | 9.33 | 10.66 | +39.86% |
2000 | -3.75 | 6.52 | 2.36 | 1.11 | -2.48 | -2.40 | 0.14 | 3.40 | -4.19 | 2.85 | -7.72 | -1.01 | -5.87% |
2001 | -0.59 | -9.30 | -2.20 | 6.19 | -1.25 | -5.75 | -3.29 | -6.08 | -8.47 | 3.98 | 2.21 | 3.24 | -20.50% |
2002 | -3.54 | -1.76 | 4.49 | -5.50 | -3.31 | -10.62 | -6.87 | -3.01 | -12.63 | 9.01 | 3.65 | -9.58 | -34.81% |
2003 | -7.68 | -3.92 | 0.40 | 9.98 | 0.48 | 4.96 | 0.06 | 3.70 | -3.84 | 3.97 | 1.86 | 3.33 | +12.77% |
2004 | 2.63 | 2.20 | -2.89 | 1.54 | -1.26 | 1.35 | -2.93 | -0.24 | 2.18 | -0.03 | 2.14 | 1.32 | +5.96% |
2005 | 1.35 | 3.73 | -0.95 | -2.01 | 5.01 | 3.79 | 3.10 | -1.40 | 4.93 | -2.65 | 3.07 | 2.20 | +21.65% |
2006 | 1.60 | 4.01 | 1.17 | 0.72 | -3.11 | 1.37 | 3.77 | 2.78 | 2.31 | 3.20 | 1.26 | 3.80 | +25.17% |
2007 | 2.11 | -1.91 | 3.10 | 2.68 | 1.53 | -3.93 | -3.47 | 0.07 | 0.71 | 3.76 | -2.75 | -0.95 | +0.56% |
2008 | -10.09 | -1.24 | -5.32 | 3.74 | 1.93 | -8.75 | -0.48 | 1.95 | -8.46 | -8.42 | -4.47 | -2.94 | -36.03% |
2009 | 2.06 | -7.00 | -2.59 | 7.72 | 3.24 | -0.03 | 4.22 | 3.62 | 2.42 | -0.03 | 0.00 | 4.02 | +18.25% |
2010 | -1.49 | -0.13 | 5.44 | -0.86 | -2.97 | 2.24 | 0.95 | 0.92 | 3.48 | 1.82 | 0.14 | 3.63 | +13.66% |
2011 | -2.36 | 1.03 | 0.65 | 2.04 | 0.68 | -2.75 | -1.44 | -8.35 | -1.14 | 5.22 | -3.47 | 5.06 | -5.46% |
2012 | 0.73 | 2.86 | 0.49 | 0.14 | -2.32 | 2.78 | 5.46 | 0.31 | 1.38 | -0.43 | 0.55 | 0.55 | +13.01% |
2013 | 2.44 | 1.44 | 1.92 | 1.22 | 2.11 | -4.61 | 4.98 | -0.16 | 3.93 | 3.01 | 1.82 | 0.79 | +20.25% |
2014 | -0.71 | 5.26 | -0.59 | -0.30 | 2.17 | -1.53 | -2.27 | 1.39 | 1.57 | -1.29 | 4.27 | -1.57 | +6.26% |
2015 | 7.73 | 6.51 | 2.15 | -0.52 | 2.60 | -3.73 | 4.65 | -7.51 | -3.55 | 7.65 | 3.70 | -3.31 | +16.03% |
2016 | -6.31 | -4.00 | 1.65 | -0.23 | 4.26 | -5.65 | 2.71 | 0.38 | 1.22 | -2.50 | 1.00 | 5.67 | -2.55% |
2017 | 0.06 | 2.32 | 4.18 | 4.06 | 0.52 | -2.44 | 0.34 | -1.21 | 5.75 | 2.42 | -2.86 | -0.64 | +12.80% |
2018 | 3.26 | -4.15 | -1.83 | 4.78 | 3.23 | -0.56 | 1.50 | -1.77 | 0.04 | -8.32 | -4.72 | -6.63 | -14.98% |
2019 | 8.96 | 3.21 | 2.81 | 3.62 | -5.02 | 5.26 | 0.41 | -1.39 | 1.37 | 1.82 | 3.33 | 2.23 | +29.29% |
2020 | -0.78 | -7.12 | -18.24 | 9.11 | 5.44 | 4.00 | -0.42 | 3.97 | -1.60 | -5.15 | 13.13 | 1.50 | +0.03% |
2021 | -1.07 | 2.66 | 5.59 | 1.92 | 1.51 | 1.63 | 1.43 | 1.90 | -3.09 | 4.20 | -3.34 | 5.89 | +20.45% |
2022 | -3.28 | -3.25 | 1.49 | -1.00 | -1.41 | -8.07 | 7.92 | -5.36 | -5.88 | 5.91 | 5.96 | -3.34 | -11.15% |
2023 | 7.57 | 1.77 | -0.93 | 1.47 | -1.35 | 1.88 | 1.86 | -2.11 | -1.86 | -4.94 | 6.07 | 3.49 | +12.94% |
2024 | 1.23 | 1.45 | 3.54 | -0.40 | 2.88 | -1.23 | 0.69 | 0.56 | -1.47 | -2.68 | 0.44 | - | - |
Single months: Dividends not considered
Calculated values
YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
---|---|---|---|---|---|
Volatility | 10.76% | 12.00% | 10.25% | 14.31% | 17.67% |
Sharpe ratio | 0.26 | -0.53 | 0.96 | -0.08 | 0.15 |
Best month | +3.54% | +2.88% | +6.07% | +7.92% | +13.13% |
Worst month | -2.68% | -2.68% | -2.68% | -8.07% | -18.24% |
Maximum loss | -8.72% | -8.72% | -8.72% | -19.93% | -39.89% |
Outperformance | +6.74% | - | +8.98% | +11.08% | +12.77% |
All quotes in EUR
Performance
YTD | +4.94% | ||
---|---|---|---|
6 Months | -1.64% | ||
1 Year | +12.85% | ||
3 Years | +5.97% | ||
5 Years | +32.13% | ||
10 Years | +85.94% | ||
Since start | +168.28% | ||
Year | |||
2023 | +12.94% | ||
2022 | -11.15% | ||
2021 | +20.45% | ||
2020 | +0.03% | ||
2019 | +29.29% | ||
2018 | -14.98% | ||
2017 | +12.80% | ||
2016 | -2.55% | ||
2015 | +16.03% |
Dividends
15/08/2024 | 1.39 EUR |
31/08/2023 | 1.41 EUR |
15/08/2022 | 2.14 EUR |
16/08/2021 | 1.25 EUR |
17/08/2020 | 0.07 EUR |
15/08/2019 | 0.65 EUR |
15/08/2018 | 0.43 EUR |
02/01/2018 | 0.15 EUR |
15/08/2017 | 0.62 EUR |
15/08/2016 | 0.85 EUR |
17/08/2015 | 1.01 EUR |
13/12/2013 | 0.91 EUR |
16/11/2012 | 1.07 EUR |
25/11/2011 | 1.11 EUR |
03/12/2010 | 0.86 EUR |
20/11/2009 | 1.06 EUR |
14/11/2008 | 1.26 EUR |
16/11/2007 | 1.15 EUR |
24/11/2006 | 1.20 EUR |
11/11/2005 | 0.74 EUR |
16/11/2004 | 0.69 EUR |
20/11/2003 | 0.68 EUR |
15/11/2002 | 0.54 EUR |
24/11/2000 | 0.50 EUR |
12/11/1999 | 0.53 EUR |