NAV30.10.2024 Diff.-2.6200 Ertragstyp Ausrichtung Fondsgesellschaft
395.5100EUR -0.66% thesaurierend Aktien Branchenmix DWS Investment SA 
 

Monatliche Performance

  Jan Feb Mär Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
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 - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 11.19% 12.07% 11.06% 16.01% 18.91%
Sharpe Ratio -0.31 -0.85 0.60 -0.59 0.14
Bester Monat +4.00% +2.65% +6.12% +9.49% +20.23%
Schlechtester Monat -3.11% -3.11% -3.90% -12.95% -15.68%
Maximaler Verlust -12.27% -12.27% -12.27% -34.63% -39.66%
Outperformance +10.48% - +13.96% +21.56% +33.27%
 
Alle Kurse in EUR

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
DWS Concept Platow FC thesaurierend 99.8500 +10.06% -
DWS Concept Platow TFC thesaurierend 99.8500 +10.06% -
DWS Concept Platow SIC thesaurierend 5'245.1201 +9.78% -17.93%
DWS Concept Platow IC5 thesaurierend 134.5500 +10.32% -16.69%
DWS Concept Platow LC thesaurierend 395.5100 +9.73% -18.02%

Performance

lfd. Jahr
  -0.29%
6 Monate
  -3.70%
1 Jahr  
+9.73%
3 Jahre
  -18.02%
5 Jahre  
+32.25%
10 Jahre  
+137.93%
seit Beginn  
+295.51%
Jahr
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%