Deutsche Postbank Global Player/ DE0009797753 /
NAV11/4/2024 | Chg.-0.5700 | Type of yield | Investment Focus | Investment company |
---|---|---|---|---|
87.7900EUR | -0.65% | paying dividend | Equity Worldwide | Universal-Investment ▶ |
Monthly performance
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2000 | - | - | - | 0.84 | -4.63 | -1.51 | 0.62 | 7.85 | -4.25 | 1.88 | -6.71 | -8.06 | - |
2001 | 3.65 | -7.09 | -4.47 | 8.73 | 3.45 | -2.46 | -5.92 | -9.54 | -9.09 | 5.83 | 7.52 | 1.85 | -9.50% |
2002 | -3.49 | -1.32 | 3.33 | -9.82 | -2.87 | -11.84 | -6.52 | 0.15 | -9.93 | 7.98 | 4.87 | -10.93 | -35.37% |
2003 | -7.73 | -1.37 | 1.94 | 5.12 | -1.47 | 5.82 | 0.99 | 4.34 | -3.92 | 2.70 | -0.65 | 1.10 | +6.18% |
2004 | 3.42 | 0.54 | -0.93 | 1.33 | -2.54 | 2.33 | -3.01 | -0.44 | -1.28 | -2.47 | 0.18 | 0.46 | -2.59% |
2005 | 1.72 | 2.76 | -0.88 | -2.06 | 7.43 | 2.04 | 1.54 | -2.26 | 4.21 | -2.95 | 5.14 | -0.54 | +16.75% |
2006 | 0.73 | 1.62 | -0.99 | -1.36 | -11.27 | 0.41 | 1.26 | 2.34 | 0.51 | 3.17 | 0.83 | 2.94 | -0.65% |
2007 | 1.82 | -2.19 | 2.68 | 3.12 | 3.87 | 0.91 | -1.78 | -3.28 | 4.35 | 5.22 | -2.50 | 0.43 | +12.89% |
2008 | -12.49 | 4.50 | -9.89 | 6.51 | 7.85 | -10.39 | -3.59 | -0.81 | -18.46 | -12.07 | -4.56 | -7.14 | -48.45% |
2009 | 7.82 | -5.62 | 1.15 | 10.77 | 3.95 | 0.39 | 3.67 | 1.80 | 3.63 | -1.90 | 0.75 | 6.32 | +36.73% |
2010 | -0.68 | 1.46 | 7.10 | 1.93 | -0.62 | -1.06 | -1.25 | 1.13 | 0.54 | 3.34 | 4.87 | 5.50 | +24.17% |
2011 | -2.31 | 0.84 | -1.19 | -0.24 | 1.41 | -4.06 | 1.62 | -8.82 | -1.61 | 5.10 | -2.84 | 5.26 | -7.43% |
2012 | 2.69 | 3.08 | 1.29 | 0.24 | 0.28 | 1.55 | 7.38 | -1.05 | 0.37 | -2.97 | 1.49 | -0.97 | +13.81% |
2013 | 2.84 | 2.87 | 3.93 | 0.03 | 2.99 | -3.24 | 2.35 | -1.11 | 3.00 | 2.91 | 2.32 | 1.18 | +21.73% |
2014 | -2.90 | 2.96 | -0.12 | 0.72 | 3.20 | 0.81 | -0.48 | 3.78 | 1.50 | 1.11 | 1.44 | 1.69 | +14.39% |
2015 | 4.72 | 6.15 | 2.92 | -1.76 | 2.52 | -3.36 | 3.16 | -7.65 | -3.36 | 8.50 | 3.94 | -4.67 | +10.22% |
2016 | -6.54 | -0.85 | 2.23 | 0.24 | 2.85 | -2.37 | 3.57 | 1.33 | -1.25 | 0.00 | 4.80 | 2.22 | +5.87% |
2017 | -0.19 | 5.18 | 0.45 | 0.38 | -0.82 | -0.92 | -1.16 | -0.53 | 2.50 | 2.62 | -0.55 | 0.40 | +7.40% |
2018 | 1.32 | -2.57 | -3.07 | 2.45 | 4.89 | -1.27 | 2.94 | 1.97 | 0.33 | -4.47 | 2.15 | -8.43 | -4.46% |
2019 | 7.40 | 3.72 | 2.65 | 4.17 | -4.86 | 3.88 | 2.92 | -1.03 | 2.33 | 0.55 | 3.93 | 1.27 | +29.88% |
2020 | 0.57 | -6.47 | -9.55 | 10.15 | 3.30 | 1.50 | -0.09 | 4.30 | -1.14 | -1.83 | 7.38 | 0.94 | +7.73% |
2021 | 0.98 | 2.46 | 6.50 | 1.97 | -0.52 | 4.19 | 1.00 | 2.27 | -2.79 | 5.09 | 0.05 | 4.27 | +28.23% |
2022 | -3.08 | -3.73 | 3.81 | -2.66 | -0.48 | -5.44 | 8.43 | -2.53 | -6.20 | 5.52 | 2.66 | -7.28 | -11.66% |
2023 | 4.21 | -1.33 | 0.83 | 0.41 | 3.25 | 2.26 | 1.89 | -1.31 | -1.08 | -2.12 | 5.25 | 2.95 | +15.95% |
2024 | 4.00 | 3.97 | 2.85 | -2.08 | 2.70 | 5.02 | -2.17 | -0.06 | -0.65 | 1.07 | -0.30 | - | - |
Single months: Dividends not considered
Calculated values
YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
---|---|---|---|---|---|
Volatility | 13.01% | 14.19% | 12.35% | 14.03% | 16.42% |
Sharpe ratio | 1.15 | 0.25 | 1.48 | 0.24 | 0.49 |
Best month | +5.02% | +5.02% | +5.25% | +8.43% | +10.15% |
Worst month | -2.17% | -2.17% | -2.17% | -7.28% | -9.55% |
Maximum loss | -12.03% | -12.03% | -12.03% | -14.42% | -29.17% |
Outperformance | +12.30% | - | +15.85% | +23.79% | +27.20% |
All quotes in EUR
Performance
YTD | +14.98% | ||
---|---|---|---|
6 Months | +3.25% | ||
1 Year | +21.29% | ||
3 Years | +20.86% | ||
5 Years | +69.49% | ||
10 Years | +163.82% | ||
Since start | +118.94% | ||
Year | |||
2023 | +15.95% | ||
2022 | -11.66% | ||
2021 | +28.23% | ||
2020 | +7.73% | ||
2019 | +29.88% | ||
2018 | -4.46% | ||
2017 | +7.40% | ||
2016 | +5.87% | ||
2015 | +10.22% |
Dividends
8/15/2024 | 1.25 EUR |
8/31/2023 | 1.22 EUR |
8/17/2020 | 0.03 EUR |
8/15/2019 | 0.16 EUR |
8/15/2018 | 0.28 EUR |
1/2/2018 | 0.08 EUR |
8/15/2017 | 0.16 EUR |
8/15/2016 | 0.19 EUR |
8/17/2015 | 0.18 EUR |
12/13/2013 | 0.14 EUR |
11/16/2012 | 0.19 EUR |
11/25/2011 | 0.19 EUR |
12/3/2010 | 0.18 EUR |
11/20/2009 | 0.27 EUR |
11/14/2008 | 0.24 EUR |
11/16/2007 | 0.22 EUR |
11/24/2006 | 0.39 EUR |
11/11/2005 | 0.36 EUR |
11/16/2004 | 0.37 EUR |
11/20/2003 | 0.36 EUR |
11/15/2002 | 0.09 EUR |
11/23/2001 | 0.03 EUR |
11/24/2000 | 0.06 EUR |