DWS Aktien Schweiz CHF FC/ DE000DWS1VC7 /
NAV22/08/2024 | Diferencia+0.6400 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
---|---|---|---|---|
106.1700CHF | +0.61% | reinvestment | Equity Mixed Sectors | DWS Investment GmbH ▶ |
Rendimiento mensual
ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2013 | - | - | - | - | - | - | - | - | 3.76 | 2.34 | 0.70 | -0.40 | - |
2014 | -0.91 | 3.99 | 0.80 | 0.65 | 2.34 | -1.70 | -1.08 | 1.71 | 1.24 | 0.63 | 3.16 | 0.78 | +12.07% |
2015 | -8.16 | 9.15 | 3.18 | 1.30 | 3.44 | -5.26 | 5.68 | -5.90 | -2.44 | 5.94 | 1.98 | -1.04 | +6.50% |
2016 | -6.81 | -2.66 | 1.75 | 2.41 | 3.66 | -3.85 | 3.50 | 2.08 | -1.04 | -1.28 | 1.38 | 3.38 | +1.91% |
2017 | 2.56 | 2.47 | 1.42 | 4.25 | 2.36 | -1.31 | 1.71 | -0.97 | 2.97 | 1.99 | 0.98 | 1.40 | +21.56% |
2018 | 1.67 | -4.79 | -1.19 | 2.99 | -1.00 | 0.00 | 5.30 | -1.39 | -0.24 | -3.71 | -2.36 | -6.47 | -11.16% |
2019 | 8.28 | 2.76 | 1.37 | 5.54 | -3.42 | 4.15 | 0.10 | -1.02 | 2.01 | 2.05 | 2.90 | 2.19 | +29.87% |
2020 | 0.38 | -8.02 | -7.75 | 7.02 | 2.69 | 1.61 | 2.12 | 2.44 | -0.11 | -5.23 | 10.87 | 1.85 | +6.36% |
2021 | 0.46 | 0.77 | 6.13 | 0.95 | 4.21 | 4.37 | 2.19 | 3.39 | -6.01 | 3.20 | 0.53 | 5.71 | +28.48% |
2022 | -7.43 | -2.72 | 2.94 | -2.02 | -4.15 | -10.06 | 7.15 | -3.60 | -7.88 | 6.35 | 5.70 | -2.64 | -18.46% |
2023 | 6.10 | 1.23 | 0.01 | 2.01 | -0.24 | -0.53 | 0.44 | -1.88 | -2.02 | -5.64 | 5.81 | 2.72 | +7.68% |
2024 | 1.31 | 2.21 | 3.41 | -2.55 | 4.68 | -0.36 | 1.96 | 0.44 | - | - | - | - | - |
Valores estimados
Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
---|---|---|---|---|---|
Volatilidad | 11.46% | 12.38% | 11.43% | 14.72% | 16.95% |
Índice de Sharpe | 1.32 | 1.11 | 0.94 | -0.22 | 0.27 |
El mes mejor | +4.68% | +4.68% | +5.81% | +7.15% | +10.87% |
El mes peor | -2.55% | -2.55% | -5.64% | -10.06% | -10.06% |
Pérdida máxima | -6.88% | -6.88% | -9.04% | -26.35% | -32.48% |
Rendimiento superior | +3.64% | - | +5.27% | +22.82% | +29.08% |
Todas las cotizaciones en CHF
Tramos
Nombre | Tipo de beneficio | Prec. de rescate | Promedio móvil | 3 Años | |
---|---|---|---|---|---|
DWS Aktien Schweiz CHF FC | reinvestment | 106.1700 | +14.26% | +0.76% | |
DWS Aktien Schweiz EUR LD | paying dividend | 152.2500 | +14.76% | +12.25% | |
DWS Aktien Schweiz CHF LC | reinvestment | 99.3200 | +13.69% | -0.71% |
Performance
Año hasta la fecha | +11.46% | ||
---|---|---|---|
6 Meses | +8.28% | ||
Promedio móvil | +14.26% | ||
3 Años | +0.76% | ||
5 Años | +47.48% | ||
10 Años | +117.36% | ||
Desde el principio | +137.69% | ||
Año | |||
2023 | +7.68% | ||
2022 | -18.46% | ||
2021 | +28.48% | ||
2020 | +6.36% | ||
2019 | +29.87% | ||
2018 | -11.16% | ||
2017 | +21.56% | ||
2016 | +1.91% | ||
2015 | +6.50% |
Dividendos
02/10/2017 | 0.39 CHF |
04/10/2016 | 0.26 CHF |
01/10/2015 | 0.24 CHF |
01/10/2014 | 0.11 CHF |