DPAM B Equities NewGems Sustainable - Klasse W/ BE6246061376 /
| NAV26.06.2024 | Diff.+1.0800 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 341.9100EUR | +0.32% | thesaurierend | Aktien weltweit | Degroof Petercam AM ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2014 | - | - | - | - | - | - | -2.50 | 3.48 | 1.18 | 1.08 | 1.88 | 1.40 | - |
| 2015 | 4.52 | 7.35 | 4.20 | -0.76 | 2.84 | -3.48 | 1.72 | -8.53 | -4.49 | 8.52 | 3.72 | -5.74 | +8.59% |
| 2016 | -6.41 | -1.94 | 1.03 | 1.31 | 4.34 | -2.67 | 4.18 | 1.09 | 0.33 | 0.57 | 4.43 | 2.29 | +8.28% |
| 2017 | 1.15 | 4.72 | 1.03 | 0.73 | -0.57 | -1.23 | -0.14 | -0.77 | 3.05 | 3.04 | -1.03 | -0.48 | +9.73% |
| 2018 | 3.71 | -0.26 | -2.03 | 2.55 | 6.67 | 0.88 | 2.50 | 4.89 | 1.57 | -6.85 | 1.69 | -8.89 | +5.36% |
| 2019 | 7.05 | 4.05 | 3.46 | 4.27 | -4.45 | 5.31 | 3.41 | -2.99 | 0.42 | 2.27 | 5.76 | 0.69 | +32.66% |
| 2020 | 2.08 | -5.16 | -8.16 | 14.25 | 8.02 | 3.51 | 3.49 | 5.30 | -1.69 | -1.16 | 7.50 | 6.29 | +37.45% |
| 2021 | 1.14 | 0.44 | 1.24 | 3.10 | -1.81 | 6.71 | 3.03 | 4.27 | -4.01 | 7.73 | -2.21 | 1.73 | +22.77% |
| 2022 | -10.39 | -3.71 | 3.04 | -8.43 | -2.64 | -5.98 | 14.35 | -4.10 | -7.47 | 3.85 | 1.54 | -9.11 | -27.52% |
| 2023 | 6.89 | 1.19 | 3.26 | -2.57 | 8.44 | 1.73 | 3.09 | -2.78 | -3.58 | -3.59 | 10.16 | 4.26 | +28.45% |
| 2024 | 4.02 | 6.27 | 2.23 | -3.50 | 2.05 | 6.44 | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 13.64% | 13.38% | 13.50% | 19.95% | 20.86% |
| Sharpe Ratio | 2.82 | 2.78 | 1.98 | 0.16 | 0.58 |
| Bester Monat | +6.44% | +6.44% | +10.16% | +14.35% | +14.35% |
| Schlechtester Monat | -3.50% | -3.50% | -3.59% | -10.39% | -10.39% |
| Maximaler Verlust | -5.85% | -5.85% | -11.70% | -31.43% | -31.43% |
| Outperformance | +26.02% | - | +27.62% | +60.22% | +66.93% |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| DPAM B Equities NewGems Sustaina... | thesaurierend | 329.7000 | +30.38% | - | |
| DPAM B Equities NewGems Sustaina... | thesaurierend | 355.6400 | +30.49% | +21.97% | |
| DPAM B Equities NewGems Sustaina... | ausschüttend | 250.7600 | +30.49% | +21.97% | |
| DPAM B Equities NewGems Sustaina... | thesaurierend | 341.9100 | +30.49% | +21.97% | |
| DPAM B Equities NewGems Sust. L ... | thesaurierend | 302.5400 | +28.41% | +16.63% | |
| DPAM B Equities NewGems Sust. E ... | ausschüttend | 254.4000 | +30.49% | +21.97% | |
| DPAM B Equities NewGems Sust. B ... | thesaurierend | 335.2800 | +26.72% | +6.60% | |
| DPAM B Equities NewGems Sust. W ... | thesaurierend | 365.1100 | +27.76% | +9.23% | |
| DPAM B Equities NewGems Sustaina... | thesaurierend | 386.5800 | +20.61% | - | |
| DPAM B Equities NewGems Sustaina... | thesaurierend | 313.9600 | +29.43% | +19.06% | |
| DPAM B Equities NewGems Sustaina... | ausschüttend | 243.6200 | +29.36% | +18.93% |
Performance
| lfd. Jahr | +18.46% | ||
|---|---|---|---|
| 6 Monate | +18.54% | ||
| 1 Jahr | +30.49% | ||
| 3 Jahre | +21.97% | ||
| 5 Jahre | +107.31% | ||
| 10 Jahre | +258.51% | ||
| seit Beginn | +268.32% | ||
| Jahr | |||
| 2023 | +28.45% | ||
| 2022 | -27.52% | ||
| 2021 | +22.77% | ||
| 2020 | +37.45% | ||
| 2019 | +32.66% | ||
| 2018 | +5.36% | ||
| 2017 | +9.73% | ||
| 2016 | +8.28% | ||
| 2015 | +8.59% | ||
