DWS ESG Investa GLC/ DE000DWS2S77 /
| NAV11/1/2024 | Chg.+0.3800 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 223.9600EUR | +0.17% | reinvestment | Equity Mixed Sectors | DWS Investment GmbH ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2017 | - | - | - | - | - | - | - | - | - | - | - | -1.14 | - |
| 2018 | 2.71 | -6.39 | -4.10 | 4.88 | 0.80 | -4.76 | 5.08 | -3.28 | -2.20 | -7.93 | -2.95 | -8.34 | -24.42% |
| 2019 | 7.24 | 2.97 | -0.28 | 9.09 | -7.40 | 5.07 | -1.83 | -1.83 | 3.40 | 4.07 | 3.52 | -0.15 | +25.28% |
| 2020 | 0.24 | -10.79 | -20.75 | 14.52 | 6.26 | 7.01 | 2.79 | 5.00 | -2.90 | -9.98 | 18.75 | 4.03 | +7.56% |
| 2021 | -1.70 | 1.27 | 7.79 | 1.17 | 2.82 | 0.72 | -0.16 | 3.28 | -4.32 | 2.33 | -3.18 | 5.62 | +16.06% |
| 2022 | -4.30 | -10.75 | 1.11 | -3.75 | 2.16 | -14.92 | 7.12 | -4.41 | -8.19 | 10.48 | 10.18 | -3.74 | -20.42% |
| 2023 | 10.13 | 1.69 | -0.37 | -0.03 | 0.48 | 0.76 | 2.65 | -3.30 | -3.19 | -5.40 | 10.48 | 3.04 | +16.89% |
| 2024 | 0.10 | 3.67 | 3.56 | -2.99 | 1.54 | -0.98 | -0.05 | 1.92 | 2.07 | -2.08 | 0.17 | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 13.41% | 15.07% | 13.10% | 19.57% | 23.97% |
| Sharpe ratio | 0.39 | 0.26 | 1.43 | - | 0.08 |
| Best month | +3.67% | +2.07% | +10.48% | +10.48% | +18.75% |
| Worst month | -2.99% | -2.08% | -2.99% | -14.92% | -20.75% |
| Maximum loss | -11.39% | -11.39% | -11.39% | -34.12% | -47.10% |
| Outperformance | +8.98% | - | +7.38% | +3.19% | - |
All quotes in EUR
Share classes
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| DWS ESG Investa GLC | reinvestment | 223.9600 | +21.80% | 0.00% | |
| DWS ESG Investa TFC | reinvestment | 137.2600 | +22.04% | +0.46% | |
| DWS ESG Investa LD | paying dividend | 206.5400 | +21.36% | -1.28% |
Performance
| YTD | +6.90% | ||
|---|---|---|---|
| 6 Months | +3.45% | ||
| 1 Year | +21.80% | ||
| 3 Years | 0.00% | ||
| 5 Years | +27.86% | ||
| 10 Years | - | ||
| Since start | +13.51% | ||
| Year | |||
| 2023 | +16.89% | ||
| 2022 | -20.42% | ||
| 2021 | +16.06% | ||
| 2020 | +7.56% | ||
| 2019 | +25.28% | ||
| 2018 | -24.42% | ||
