DPAM B Equities Europe Small Caps Sustainable - Klasse F/ BE0948494282 /
| NAV31.10.2024 | Diff.-4,4400 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 337,8600EUR | -1,30% | thesaurierend | Aktien Europa | Degroof Petercam AM ▶ |
Monatliche Performance
| Jan | Feb | Mrz | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2013 | - | - | - | - | - | -4,05 | 2,52 | -0,89 | 4,14 | 3,26 | 3,58 | 1,26 | - |
| 2014 | 0,16 | 6,21 | -0,37 | -1,06 | 2,13 | -0,08 | -1,33 | 1,69 | -1,01 | -2,78 | 1,69 | 3,08 | +8,31% |
| 2015 | 6,56 | 6,33 | 4,15 | 1,15 | 3,64 | -3,95 | 3,59 | -4,26 | -1,07 | 3,43 | 5,84 | 1,26 | +29,24% |
| 2016 | -7,86 | -1,45 | 2,83 | -1,18 | 4,17 | -6,40 | 4,87 | 3,07 | 0,44 | -1,10 | -2,12 | 4,90 | -0,81% |
| 2017 | 2,21 | 2,76 | 2,84 | 4,47 | 3,44 | -1,65 | 1,66 | -0,83 | 4,20 | 0,21 | -0,89 | 0,80 | +20,75% |
| 2018 | 4,34 | -2,05 | -1,44 | 2,86 | 1,75 | -0,46 | -1,37 | 0,59 | -1,05 | -8,07 | -0,44 | -6,00 | -11,36% |
| 2019 | 7,29 | 1,65 | 0,57 | 3,96 | -3,68 | 3,17 | -0,04 | -2,01 | 3,12 | 1,89 | 5,62 | 2,70 | +26,48% |
| 2020 | -1,68 | -7,88 | -24,22 | 11,84 | 5,74 | 0,39 | 1,64 | 4,84 | -1,62 | -4,11 | 13,83 | 4,53 | -2,53% |
| 2021 | 0,69 | 3,61 | 7,09 | 4,89 | 2,82 | -0,09 | 4,88 | 5,58 | -4,42 | 3,95 | -3,73 | 5,19 | +34,11% |
| 2022 | -8,04 | -2,91 | -1,91 | -1,20 | -3,05 | -8,57 | 10,76 | -7,39 | -9,09 | 6,35 | 4,69 | 1,00 | -19,56% |
| 2023 | 3,72 | 2,28 | 0,04 | -0,96 | -0,94 | 0,61 | 0,43 | -3,63 | -4,99 | -6,72 | 10,30 | 6,48 | +5,52% |
| 2024 | -0,21 | 1,50 | 3,16 | -0,95 | 4,30 | -3,08 | 2,99 | 1,61 | 1,29 | -3,62 | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 11,77% | 12,37% | 12,49% | 16,42% | 18,01% |
| Sharpe Ratio | 0,45 | 0,29 | 1,80 | -0,37 | 0,12 |
| Bester Monat | +6,48% | +4,30% | +10,30% | +10,76% | +13,83% |
| Schlechtester Monat | -3,62% | -3,62% | -6,72% | -9,09% | -24,22% |
| Maximaler Verlust | -7,40% | -7,40% | -7,40% | -31,10% | -41,52% |
| Outperformance | -1,04% | - | +0,99% | +4,63% | +9,46% |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| DPAM B Equities Europe Small Cap... | thesaurierend | 337,8600 | +25,52% | -8,54% | |
| DPAM B Equities Europe Small Cap... | ausschüttend | 216,8500 | +24,41% | -10,90% | |
| DPAM B Equities Europe Small Cap... | thesaurierend | 297,9500 | +24,38% | -10,88% | |
| DPAM B Equities Europe Small Cap... | ausschüttend | 231,5900 | +25,53% | -8,54% | |
| DPAM B Equities Europe Small Cap... | thesaurierend | 325,4300 | +25,53% | -8,54% | |
| DPAM B Eq.Europe Sm.C.Sust.L EUR | thesaurierend | 399,5500 | +23,44% | -12,81% |
Performance
| lfd. Jahr | +6,87% | ||
|---|---|---|---|
| 6 Monate | +3,27% | ||
| 1 Jahr | +25,52% | ||
| 3 Jahre | -8,54% | ||
| 5 Jahre | +28,62% | ||
| 10 Jahre | +115,66% | ||
| seit Beginn | +149,32% | ||
| Jahr | |||
| 2023 | +5,52% | ||
| 2022 | -19,56% | ||
| 2021 | +34,11% | ||
| 2020 | -2,53% | ||
| 2019 | +26,48% | ||
| 2018 | -11,36% | ||
| 2017 | +20,75% | ||
| 2016 | -0,81% | ||
| 2015 | +29,24% | ||
