DWS Funds Invest ZukunftsStrategie/ LU0313399957 /
NAV2024-04-18 | Chg.-1.4500 | Type of yield | Investment Focus | Investment company |
---|---|---|---|---|
250.0000EUR | -0.58% | reinvestment | Other Funds Worldwide | DWS Investment SA ▶ |
Monthly performance
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2009 | - | - | - | 7.95 | 4.14 | -0.67 | 4.05 | 2.25 | 1.17 | -0.85 | -0.76 | 5.22 | - |
2010 | -1.25 | 1.99 | 5.91 | 0.86 | -3.80 | -1.30 | -0.36 | -0.25 | 1.88 | 1.23 | 2.31 | 4.78 | +12.25% |
2011 | -0.95 | 0.79 | -2.35 | -0.72 | 0.37 | -3.14 | 2.60 | -2.74 | -0.20 | -0.04 | -0.31 | 1.36 | -5.36% |
2012 | 3.97 | 3.43 | 0.07 | -1.67 | -4.23 | 1.06 | 4.08 | 0.89 | 1.23 | -0.72 | 0.36 | 0.08 | +8.56% |
2013 | 2.97 | 0.59 | 2.50 | 0.87 | 2.54 | -3.92 | 2.47 | -1.35 | 2.78 | 3.74 | 1.80 | 0.08 | +15.86% |
2014 | -1.79 | 2.36 | -0.68 | -0.12 | 3.37 | 1.02 | 1.32 | 1.80 | 0.92 | -1.51 | 2.42 | 0.06 | +9.39% |
2015 | 3.82 | 5.22 | 2.59 | -0.67 | 1.62 | -3.83 | 1.05 | -6.57 | -1.33 | 2.10 | 1.59 | -2.97 | +1.98% |
2016 | -3.75 | -0.06 | 0.35 | -0.27 | 0.85 | -2.05 | 3.46 | 0.67 | -0.97 | 0.57 | 3.85 | 2.06 | +4.57% |
2017 | 0.48 | 4.16 | 0.00 | -0.30 | -0.67 | -1.22 | -0.55 | -1.55 | 1.53 | 2.89 | -0.08 | 0.84 | +5.50% |
2018 | 1.23 | -3.42 | -3.00 | 1.79 | 3.34 | -1.10 | 2.13 | 1.48 | 0.33 | -6.19 | 0.74 | -3.78 | -6.72% |
2019 | 1.83 | 2.26 | 1.89 | 3.89 | -4.79 | 3.29 | 3.16 | -2.57 | 1.64 | 0.62 | 3.85 | 1.49 | +17.43% |
2020 | 1.12 | -7.60 | -7.98 | 1.18 | 0.36 | 0.01 | 0.04 | 3.26 | -1.81 | -0.71 | 5.18 | 0.75 | -6.83% |
2021 | 1.60 | 1.33 | 3.91 | 1.68 | -0.21 | 3.80 | 0.51 | 2.27 | -1.89 | 2.86 | 1.25 | 1.32 | +19.91% |
2022 | -4.47 | -1.54 | 0.14 | -1.12 | -1.32 | -0.88 | 0.82 | -1.10 | -3.18 | 0.36 | 0.39 | -1.02 | -12.30% |
2023 | 1.15 | -0.18 | -1.34 | -0.28 | 2.31 | 1.68 | 2.36 | -1.54 | -1.85 | -2.59 | 3.71 | 3.31 | +6.68% |
2024 | 3.35 | 2.61 | 3.59 | -2.86 | - | - | - | - | - | - | - | - | - |
Calculated values
YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
---|---|---|---|---|---|
Volatility | 7.31% | 6.75% | 6.95% | 6.36% | 7.72% |
Sharpe ratio | 2.86 | 2.85 | 1.41 | -0.13 | -0.01 |
Best month | +3.59% | +3.71% | +3.71% | +3.80% | +5.18% |
Worst month | -2.86% | -2.86% | -2.86% | -4.47% | -7.98% |
Maximum loss | -3.09% | -3.09% | -6.12% | -15.28% | -19.85% |
Outperformance | +10.11% | - | +14.86% | +8.01% | +23.79% |
All quotes in EUR
Performance
YTD | +6.71% | ||
---|---|---|---|
6 Months | +10.94% | ||
1 Year | +13.72% | ||
3 Years | +9.47% | ||
5 Years | +20.41% | ||
Since start | +150.00% | ||
Year | |||
2023 | +6.68% | ||
2022 | -12.30% | ||
2021 | +19.91% | ||
2020 | -6.83% | ||
2019 | +17.43% | ||
2018 | -6.72% | ||
2017 | +5.50% | ||
2016 | +4.57% | ||
2015 | +1.98% |