DWS Concept Platow LC/ LU1865032954 /
| NAV2024-10-30 | Chg.-2.6200 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 395.5100EUR | -0.66% | reinvestment | Equity Mixed Sectors | DWS Investment SA ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2007 | - | - | - | - | - | - | - | - | - | 1.35 | -9.25 | 1.20 | - |
| 2008 | -14.03 | 3.16 | -0.82 | 5.67 | 4.67 | -4.28 | -2.32 | -1.23 | -14.96 | -11.97 | -4.11 | 7.05 | -30.95% |
| 2009 | -5.43 | -2.31 | -3.15 | 6.52 | 5.68 | 1.09 | 2.44 | 3.27 | 3.96 | -1.27 | 1.97 | 3.57 | +16.75% |
| 2010 | 1.62 | 2.83 | 4.54 | 1.96 | -1.80 | 3.81 | -0.45 | 0.50 | 4.55 | 7.09 | 1.92 | 7.17 | +38.92% |
| 2011 | 1.04 | 1.51 | 0.26 | 3.93 | 1.89 | -1.64 | -3.53 | -7.74 | -5.64 | 4.64 | -1.63 | 0.02 | -7.39% |
| 2012 | 6.76 | 7.14 | 0.26 | 2.40 | -4.81 | 0.29 | 3.01 | -0.31 | 1.88 | 1.08 | 3.17 | 1.72 | +24.41% |
| 2013 | 6.00 | 4.52 | 1.30 | 0.72 | 3.58 | -3.51 | 6.46 | -2.41 | 5.15 | 7.80 | 2.42 | 0.23 | +36.59% |
| 2014 | 0.92 | 5.21 | -0.41 | 0.87 | 5.24 | -0.19 | -6.92 | 0.37 | -0.77 | -0.42 | 5.52 | 2.29 | +11.64% |
| 2015 | 7.38 | 6.04 | 4.73 | -2.83 | 2.77 | -2.27 | 3.57 | -5.48 | -1.00 | 10.88 | 5.13 | -1.72 | +29.22% |
| 2016 | -9.59 | -2.33 | 6.08 | -0.46 | 4.01 | -5.43 | 4.58 | 0.43 | 2.58 | -2.07 | -3.88 | 4.81 | -2.51% |
| 2017 | 2.17 | 3.93 | 3.75 | 5.69 | 4.82 | -2.15 | 1.88 | 0.53 | 5.54 | 1.60 | -2.16 | 0.45 | +28.89% |
| 2018 | 3.93 | -1.30 | -2.99 | 2.90 | 3.10 | -5.32 | 3.81 | -0.72 | -3.06 | -8.46 | -4.31 | -11.17 | -22.30% |
| 2019 | 11.55 | 2.71 | 2.80 | 7.61 | -4.27 | 3.72 | 0.78 | -1.64 | 1.12 | 3.10 | 6.65 | 1.80 | +41.21% |
| 2020 | 2.96 | -10.74 | -15.68 | 14.16 | 6.00 | 2.76 | 2.94 | 3.75 | -0.97 | -10.64 | 20.23 | 4.55 | +14.48% |
| 2021 | 5.67 | -0.43 | 2.15 | 4.27 | 2.91 | 1.99 | 2.47 | 3.85 | -1.68 | 3.53 | 0.75 | 3.02 | +32.23% |
| 2022 | -5.96 | -4.74 | 1.47 | -2.89 | -5.51 | -11.54 | 8.13 | -3.69 | -12.95 | 9.49 | 6.41 | -3.42 | -24.74% |
| 2023 | 7.03 | 0.67 | 0.86 | -1.00 | -1.95 | 1.47 | 0.61 | -1.79 | -4.01 | -3.90 | 6.12 | 3.59 | +7.25% |
| 2024 | -0.32 | 1.09 | 4.00 | -1.20 | 2.65 | -3.11 | -1.60 | -0.62 | 1.60 | -2.54 | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 11.19% | 12.07% | 11.06% | 16.01% | 18.91% |
| Sharpe ratio | -0.31 | -0.85 | 0.60 | -0.59 | 0.14 |
| Best month | +4.00% | +2.65% | +6.12% | +9.49% | +20.23% |
| Worst month | -3.11% | -3.11% | -3.90% | -12.95% | -15.68% |
| Maximum loss | -12.27% | -12.27% | -12.27% | -34.63% | -39.66% |
| Outperformance | +10.48% | - | +13.96% | +21.56% | +33.27% |
All quotes in EUR
Share classes
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| DWS Concept Platow FC | reinvestment | 99.8500 | +10.06% | - | |
| DWS Concept Platow TFC | reinvestment | 99.8500 | +10.06% | - | |
| DWS Concept Platow SIC | reinvestment | 5,245.1201 | +9.78% | -17.93% | |
| DWS Concept Platow IC5 | reinvestment | 134.5500 | +10.32% | -16.69% | |
| DWS Concept Platow LC | reinvestment | 395.5100 | +9.73% | -18.02% |
Performance
| YTD | -0.29% | ||
|---|---|---|---|
| 6 Months | -3.70% | ||
| 1 Year | +9.73% | ||
| 3 Years | -18.02% | ||
| 5 Years | +32.25% | ||
| 10 Years | +137.93% | ||
| Since start | +295.51% | ||
| Year | |||
| 2023 | +7.25% | ||
| 2022 | -24.74% | ||
| 2021 | +32.23% | ||
| 2020 | +14.48% | ||
| 2019 | +41.21% | ||
| 2018 | -22.30% | ||
| 2017 | +28.89% | ||
| 2016 | -2.51% | ||
| 2015 | +29.22% | ||
