DWS ESG Defensiv TFC/ DE000DWS2UB9 /
| NAV01.10.2024 | Diff.+0.5500 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 118.5100EUR | +0.47% | thesaurierend | Mischfonds weltweit | DWS Investment GmbH ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018 | - | - | - | - | 0.04 | -0.68 | 0.75 | -0.40 | 0.26 | -2.06 | -0.07 | -1.71 | - |
| 2019 | 2.52 | 1.23 | 0.54 | 0.74 | -1.18 | 1.19 | 0.93 | -0.27 | 0.36 | -0.05 | 0.63 | 0.47 | +7.31% |
| 2020 | 1.13 | -1.91 | -5.12 | 3.34 | 0.61 | 1.19 | 0.72 | 1.22 | -0.77 | -0.16 | 3.37 | 0.77 | +4.17% |
| 2021 | 0.17 | -0.61 | 1.99 | -0.05 | 0.02 | 0.75 | 0.33 | 0.77 | -0.70 | 0.93 | -0.25 | 1.23 | +4.63% |
| 2022 | -1.76 | -2.31 | 0.12 | -0.99 | -1.06 | -2.33 | 1.80 | -0.36 | -2.43 | -0.01 | 1.98 | 0.00 | -7.22% |
| 2023 | 1.07 | -1.05 | 0.63 | 0.32 | 0.31 | -0.11 | 0.64 | -0.38 | -1.51 | -0.79 | 3.66 | 2.97 | +5.78% |
| 2024 | 0.64 | -0.63 | 1.87 | -1.46 | 0.65 | 1.58 | 1.33 | 1.03 | 0.98 | 0.47 | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 3.88% | 4.08% | 4.10% | 3.75% | 4.23% |
| Sharpe Ratio | 1.46 | 1.64 | 2.39 | -0.27 | -0.10 |
| Bester Monat | +2.97% | +1.58% | +3.66% | +3.66% | +3.66% |
| Schlechtester Monat | -1.46% | -1.46% | -1.46% | -2.43% | -5.12% |
| Maximaler Verlust | -2.11% | -1.91% | -2.11% | -10.07% | -11.75% |
| Outperformance | +6.21% | - | +5.79% | - | - |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| DWS ESG Defensiv TFC | thesaurierend | 118.5100 | +13.03% | +6.90% | |
| DWS ESG Defensiv LC | thesaurierend | 127.9800 | +12.47% | +5.31% |
Performance
| lfd. Jahr | +6.60% | ||
|---|---|---|---|
| 6 Monate | +4.85% | ||
| 1 Jahr | +13.03% | ||
| 3 Jahre | +6.90% | ||
| 5 Jahre | +15.24% | ||
| 10 Jahre | - | ||
| seit Beginn | +18.51% | ||
| Jahr | |||
| 2023 | +5.78% | ||
| 2022 | -7.22% | ||
| 2021 | +4.63% | ||
| 2020 | +4.17% | ||
| 2019 | +7.31% | ||
