DSD STIFTUNGFONDS/ DE000DK1CKS7 /
| NAV14/11/2024 | Diferencia+0.3700 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 130.4800EUR | +0.28% | reinvestment | Mixed Fund | Deka Investment ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2017 | - | - | - | - | - | - | - | - | - | 1.37 | 0.09 | -2.22 | - |
| 2018 | 0.43 | -1.14 | -1.14 | 1.73 | 0.33 | -0.18 | 1.02 | 0.69 | 0.25 | -2.45 | 0.19 | -4.60 | -4.91% |
| 2019 | 2.25 | 1.84 | 1.84 | 1.27 | -1.24 | 1.95 | 1.80 | 0.38 | 0.10 | -0.24 | 1.04 | -0.63 | +10.80% |
| 2020 | 0.89 | -2.76 | -4.62 | 4.41 | 0.85 | 1.10 | 1.54 | 1.63 | -0.48 | -0.84 | 3.07 | -0.10 | +4.44% |
| 2021 | -0.42 | -0.93 | 2.10 | 1.02 | 0.90 | 1.08 | 1.64 | 0.99 | -1.91 | 0.75 | 0.14 | -0.84 | +4.51% |
| 2022 | -2.89 | -2.43 | 0.71 | -1.54 | -1.92 | -3.62 | 3.69 | -2.69 | -3.28 | 1.66 | 1.46 | -2.88 | -13.17% |
| 2023 | 2.15 | -0.71 | 0.47 | 0.88 | 0.37 | 0.32 | 1.06 | -0.42 | -1.01 | -0.50 | 1.21 | 2.35 | +6.30% |
| 2024 | 0.88 | 0.17 | 1.76 | -0.83 | 0.45 | 1.68 | 0.47 | 1.11 | 0.65 | -0.06 | 1.00 | - | - |
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 3.88% | 4.15% | 3.80% | 5.23% | 5.29% |
| Índice de Sharpe | 1.46 | 1.38 | 2.33 | -0.77 | -0.27 |
| El mes mejor | +2.35% | +1.68% | +2.35% | +3.69% | +4.41% |
| El mes peor | -0.83% | -0.06% | -0.83% | -3.62% | -4.62% |
| Pérdida máxima | -1.97% | -1.97% | -1.97% | -15.95% | -15.95% |
| Rendimiento superior | - | - | - | - | - |
Todas las cotizaciones en EUR
Performance
| Año hasta la fecha | +7.51% | ||
|---|---|---|---|
| 6 Meses | +4.33% | ||
| Promedio móvil | +11.88% | ||
| 3 Años | -2.95% | ||
| 5 Años | +8.20% | ||
| 10 Años | - | ||
| Desde el principio | +14.21% | ||
| Año | |||
| 2023 | +6.30% | ||
| 2022 | -13.17% | ||
| 2021 | +4.51% | ||
| 2020 | +4.44% | ||
| 2019 | +10.80% | ||
| 2018 | -4.91% | ||
