DWS SDG Global Equities TFC/ DE000DWS22R3 /
| NAV01/11/2024 | Diferencia-0.7200 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 126.6300EUR | -0.57% | reinvestment | Equity Worldwide | DWS Investment GmbH ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2019 | - | - | - | - | - | - | - | - | 1.37 | 0.79 | 3.54 | 1.55 | - |
| 2020 | 2.50 | -6.03 | -11.65 | 10.36 | 2.19 | 1.23 | 2.86 | 4.91 | -0.64 | 0.23 | 9.44 | 2.14 | +16.70% |
| 2021 | 4.87 | -1.82 | 4.84 | 1.26 | -1.93 | 3.36 | 0.25 | 3.53 | -3.40 | 5.04 | 0.01 | 1.56 | +18.51% |
| 2022 | -7.96 | -0.90 | 3.28 | -0.75 | -2.18 | -6.58 | 9.08 | -0.66 | -8.01 | 5.96 | 1.61 | -4.12 | -12.05% |
| 2023 | 2.50 | 1.20 | -1.07 | 0.54 | 1.97 | 0.30 | 2.58 | -1.61 | -2.83 | -5.56 | 6.24 | 3.61 | +7.57% |
| 2024 | 2.38 | 1.62 | 4.62 | -0.66 | 3.50 | 0.92 | -0.37 | 1.24 | -0.09 | 0.67 | -0.57 | - | - |
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 9.66% | 10.45% | 9.33% | 12.54% | 15.34% |
| Índice de Sharpe | 1.44 | 0.91 | 2.21 | -0.03 | 0.41 |
| El mes mejor | +4.62% | +3.50% | +6.24% | +9.08% | +10.36% |
| El mes peor | -0.66% | -0.57% | -0.66% | -8.01% | -11.65% |
| Pérdida máxima | -6.20% | -6.20% | -6.20% | -18.02% | -30.47% |
| Rendimiento superior | -2.54% | - | +0.20% | - | - |
Todas las cotizaciones en EUR
Tramos
| Nombre | Tipo de beneficio | Prec. de rescate | Promedio móvil | 3 Años | |
|---|---|---|---|---|---|
| DWS SDG Global Equities TFC | reinvestment | 126.6300 | +23.67% | +8.24% | |
| DWS SDG Global Equities FC | reinvestment | 126.8100 | +23.67% | +8.28% | |
| DWS SDG Global Equities IC | reinvestment | 128.2000 | +23.91% | +8.94% | |
| DWS SDG Global Equities LC | reinvestment | 122.4700 | +22.86% | +6.20% | |
| DWS SDG Global Equities LD | paying dividend | 120.7400 | +22.87% | +6.20% |
Performance
| Año hasta la fecha | +13.93% | ||
|---|---|---|---|
| 6 Meses | +6.10% | ||
| Promedio móvil | +23.67% | ||
| 3 Años | +8.24% | ||
| 5 Años | +56.68% | ||
| 10 Años | - | ||
| Desde el principio | +59.42% | ||
| Año | |||
| 2023 | +7.57% | ||
| 2022 | -12.05% | ||
| 2021 | +18.51% | ||
| 2020 | +16.70% | ||
