DWS ESG Dynamik TFC/ DE000DWS2UC7 /
NAV2024-08-22 | Chg.+0.5400 | Type of yield | Investment Focus | Investment company |
---|---|---|---|---|
148.1400EUR | +0.37% | reinvestment | Mixed Fund Worldwide | DWS Investment GmbH ▶ |
Monthly performance
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2018 | - | - | - | - | 1.31 | -1.07 | 1.45 | 0.16 | 0.69 | -4.96 | 0.70 | -5.41 | - |
2019 | 5.68 | 2.23 | 1.04 | 2.99 | -3.38 | 2.27 | 1.72 | -2.00 | 1.92 | 0.72 | 2.72 | 1.50 | +18.53% |
2020 | 0.95 | -6.28 | -10.86 | 7.61 | 1.37 | 1.84 | 0.96 | 4.14 | -2.23 | -1.54 | 8.10 | 1.30 | +3.83% |
2021 | 0.12 | 0.44 | 4.35 | 2.22 | 0.89 | 1.79 | 1.56 | 2.19 | -2.83 | 3.00 | 0.36 | 2.64 | +17.86% |
2022 | -4.17 | -1.77 | 2.32 | -2.93 | -2.08 | -5.89 | 5.77 | -1.32 | -6.48 | 3.02 | 2.52 | -2.75 | -13.61% |
2023 | 3.38 | 0.01 | -0.58 | 0.63 | 1.15 | 0.92 | 2.02 | -1.35 | -1.81 | -2.95 | 5.95 | 3.77 | +11.34% |
2024 | 2.43 | 1.41 | 3.30 | -1.28 | 1.90 | 3.12 | 0.09 | 0.02 | - | - | - | - | - |
Calculated values
YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
---|---|---|---|---|---|
Volatility | 8.45% | 9.14% | 8.07% | 9.56% | 11.14% |
Sharpe ratio | 1.77 | 1.39 | 1.88 | 0.01 | 0.32 |
Best month | +3.77% | +3.30% | +5.95% | +5.95% | +8.10% |
Worst month | -1.28% | -1.28% | -2.95% | -6.48% | -10.86% |
Maximum loss | -6.11% | -6.11% | -6.11% | -16.14% | -25.79% |
Outperformance | +0.56% | - | +0.38% | +8.51% | - |
All quotes in EUR
Share classes
Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
---|---|---|---|---|---|
DWS ESG Dynamik TFC | reinvestment | 148.1400 | +18.69% | +11.38% | |
DWS ESG Dynamik LC | reinvestment | 219.6000 | +17.85% | +9.04% |
Performance
YTD | +11.44% | ||
---|---|---|---|
6 Months | +7.79% | ||
1 Year | +18.69% | ||
3 Years | +11.38% | ||
5 Years | +40.70% | ||
10 Years | - | ||
Since start | +48.14% | ||
Year | |||
2023 | +11.34% | ||
2022 | -13.61% | ||
2021 | +17.86% | ||
2020 | +3.83% | ||
2019 | +18.53% |