DWS Concept Platow SIC/ LU1865033176 /
| NAV2024-10-30 | Chg.-34.8198 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 5,245.1201EUR | -0.66% | reinvestment | Equity Mixed Sectors | DWS Investment SA ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2006 | - | - | - | - | - | 0.56 | -0.69 | 0.68 | 1.95 | 2.96 | 1.54 | 3.94 | - |
| 2007 | 4.06 | -0.09 | 6.87 | 7.69 | 1.89 | 1.11 | 0.11 | -4.10 | 0.02 | 1.35 | -9.25 | 1.21 | +10.20% |
| 2008 | -14.02 | 3.17 | -0.82 | 5.67 | 4.68 | -4.28 | -2.32 | -1.23 | -14.96 | -11.96 | -4.11 | 7.07 | -30.92% |
| 2009 | -5.43 | -2.31 | -3.15 | 6.53 | 5.68 | 1.08 | 2.46 | 3.27 | 3.96 | -1.26 | 1.97 | 3.56 | +16.79% |
| 2010 | 1.62 | 2.85 | 4.54 | 1.96 | -1.81 | 3.81 | -0.44 | 0.50 | 4.55 | 7.10 | 1.93 | 7.17 | +38.98% |
| 2011 | 1.05 | 1.51 | 0.26 | 3.94 | 1.89 | -1.63 | -3.53 | -7.74 | -5.64 | 4.65 | -1.63 | 0.03 | -7.35% |
| 2012 | 6.75 | 7.14 | 0.27 | 2.40 | -4.81 | 0.30 | 3.01 | -0.31 | 1.89 | 1.08 | 3.18 | 1.72 | +24.46% |
| 2013 | 6.00 | 4.52 | 1.30 | 0.72 | 3.59 | -3.51 | 6.46 | -2.40 | 5.16 | 7.81 | 2.42 | 0.24 | +36.65% |
| 2014 | 0.92 | 5.22 | -0.41 | 0.88 | 5.24 | -0.19 | -6.92 | 0.37 | -0.76 | -0.42 | 5.53 | 2.29 | +11.68% |
| 2015 | 7.38 | 6.05 | 4.73 | -2.83 | 2.77 | -2.27 | 3.57 | -5.47 | -1.00 | 10.88 | 5.14 | -1.71 | +29.28% |
| 2016 | -9.59 | -2.33 | 6.08 | -0.46 | 4.01 | -5.43 | 4.58 | 0.44 | 2.59 | -2.06 | -3.88 | 4.81 | -2.47% |
| 2017 | 2.17 | 3.93 | 3.75 | 5.69 | 4.83 | -2.14 | 1.88 | 0.53 | 5.55 | 1.60 | -2.16 | 0.46 | +28.95% |
| 2018 | 3.93 | -1.29 | -2.99 | 2.90 | 3.11 | -5.32 | 3.81 | -0.72 | -3.06 | -8.45 | -4.30 | -11.16 | -22.26% |
| 2019 | 11.55 | 2.72 | 2.80 | 7.61 | -4.26 | 3.72 | 0.78 | -1.64 | 1.12 | 3.11 | 6.65 | 1.81 | +41.27% |
| 2020 | 2.96 | -10.74 | -15.68 | 14.17 | 6.01 | 2.77 | 2.94 | 3.76 | -0.97 | -10.63 | 20.23 | 4.55 | +14.53% |
| 2021 | 5.67 | -0.42 | 2.15 | 4.27 | 2.92 | 1.99 | 2.48 | 3.86 | -1.68 | 3.53 | 0.75 | 3.02 | +32.29% |
| 2022 | -5.96 | -4.74 | 1.47 | -2.89 | -5.50 | -11.54 | 8.14 | -3.69 | -12.94 | 9.49 | 6.42 | -3.42 | -24.71% |
| 2023 | 7.03 | 0.67 | 0.87 | -0.99 | -1.94 | 1.47 | 0.62 | -1.78 | -4.01 | -3.90 | 6.12 | 3.59 | +7.29% |
| 2024 | -0.31 | 1.09 | 4.00 | -1.20 | 2.66 | -3.11 | -1.60 | -0.62 | 1.61 | -2.54 | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 11.18% | 12.07% | 11.06% | 16.01% | 18.91% |
| Sharpe ratio | -0.30 | -0.85 | 0.61 | -0.59 | 0.14 |
| Best month | +4.00% | +2.66% | +6.12% | +9.49% | +20.23% |
| Worst month | -3.11% | -3.11% | -3.90% | -12.94% | -15.68% |
| Maximum loss | -12.26% | -12.26% | -12.26% | -34.61% | -39.66% |
| Outperformance | +11.15% | - | +15.17% | +21.26% | +34.40% |
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 | -0.26% | ||
|---|---|---|---|
| 6 Months | -3.68% | ||
| 1 Year | +9.78% | ||
| 3 Years | -17.93% | ||
| 5 Years | +32.52% | ||
| 10 Years | +138.92% | ||
| Since start | +424.51% | ||
| Year | |||
| 2023 | +7.29% | ||
| 2022 | -24.71% | ||
| 2021 | +32.29% | ||
| 2020 | +14.53% | ||
| 2019 | +41.27% | ||
| 2018 | -22.26% | ||
| 2017 | +28.95% | ||
| 2016 | -2.47% | ||
| 2015 | +29.28% | ||
