DWS ESG Dynamik TFC/ DE000DWS2UC7 /
| NAV31/10/2024 | Chg.-1.0200 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 151.5600EUR | -0.67% | reinvestment | Mixed Fund Worldwide | DWS Investment GmbH ▶ |
Performance mensuelle
| janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | 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 | 1.10 | 1.00 | 0.21 | - | - | - |
Valeurs calculées
| CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
|---|---|---|---|---|---|
| Volatilité | 8.20% | 9.02% | 7.96% | 9.60% | 11.17% |
| Ratio de Sharpe | 1.71 | 1.40 | 2.80 | 0.09 | 0.35 |
| Le meilleur mois | +3.77% | +3.12% | +5.95% | +5.95% | +8.10% |
| Le plus défavorable mois | -1.28% | -1.28% | -2.95% | -6.48% | -10.86% |
| Perte maximale | -6.11% | -6.11% | -6.11% | -16.14% | -25.79% |
| Surperformance | +0.56% | - | +0.38% | +8.51% | - |
Toutes les cotations dans EUR
Tranches
| Nom | Type de rendement | Prix de rachat | 1 An | 3 Ans | |
|---|---|---|---|---|---|
| DWS ESG Dynamik TFC | reinvestment | 151.5600 | +25.35% | +12.19% | |
| DWS ESG Dynamik LC | reinvestment | 224.3700 | +24.46% | +9.83% |
Performance
| CAD | +14.01% | ||
|---|---|---|---|
| 6 Mois | +7.63% | ||
| 1 An | +25.35% | ||
| 3 Ans | +12.19% | ||
| 5 Ans | +39.92% | ||
| 10 ans | - | ||
| Depuis le début | +51.56% | ||
| Année | |||
| 2023 | +11.34% | ||
| 2022 | -13.61% | ||
| 2021 | +17.86% | ||
| 2020 | +3.83% | ||
| 2019 | +18.53% | ||
