Xtrackers MSCI Europe Health Care ESG Screened UCITS ETF 1C/ LU0292103222 /
| NAV14/11/2024 | Diferencia+0.2160 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 226.0142EUR | +0.10% | reinvestment | Equity Europe | DWS Investment SA ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2007 | - | - | - | - | - | - | -2.77 | -0.64 | -1.33 | -2.45 | 2.46 | -4.37 | - |
| 2008 | -6.84 | -2.20 | -4.16 | 1.91 | 1.21 | -0.58 | 3.86 | 3.20 | -4.58 | 2.65 | -8.82 | -1.49 | -15.58% |
| 2009 | 0.22 | -10.75 | 2.25 | 0.92 | 1.85 | 1.95 | 8.97 | 1.35 | 1.77 | 0.04 | 1.67 | 6.68 | +16.89% |
| 2010 | 0.86 | 1.42 | 2.76 | -1.95 | -1.80 | 3.95 | -5.30 | 5.74 | 0.10 | 0.45 | -0.04 | 3.58 | +9.67% |
| 2011 | -2.27 | 3.13 | -3.74 | 5.59 | 7.51 | -3.49 | 2.39 | -5.66 | 0.75 | 1.71 | 1.02 | 7.60 | +14.36% |
| 2012 | -1.40 | 0.97 | 1.85 | 2.32 | -1.18 | 4.79 | 6.85 | -1.15 | 0.87 | -0.96 | 0.73 | 0.86 | +15.17% |
| 2013 | 3.65 | 3.82 | 5.86 | 2.89 | 0.31 | -2.65 | 0.94 | -0.77 | 1.98 | 2.54 | 2.38 | 0.35 | +23.17% |
| 2014 | 1.34 | 7.04 | -1.90 | 2.91 | 1.56 | 2.62 | -0.37 | 3.43 | 5.12 | -3.53 | 3.83 | -2.45 | +20.79% |
| 2015 | 9.85 | 5.56 | 4.52 | -0.82 | 1.72 | -4.97 | 7.68 | -7.75 | -5.81 | 7.72 | 1.71 | -1.94 | +16.80% |
| 2016 | -6.76 | -3.01 | -2.29 | 2.86 | 5.29 | 0.93 | 2.25 | -5.37 | -0.82 | -6.36 | 1.07 | 4.67 | -8.19% |
| 2017 | -1.16 | 7.04 | 1.64 | 1.40 | 3.25 | -3.26 | -3.75 | -0.14 | 2.73 | -1.51 | -1.86 | 0.24 | +4.19% |
| 2018 | -0.13 | -4.77 | -0.01 | 2.29 | 3.16 | 0.69 | 6.33 | -0.72 | -0.17 | -2.42 | 1.89 | -6.17 | -0.65% |
| 2019 | 3.78 | 5.11 | 3.61 | -1.66 | -1.42 | 5.63 | 2.02 | 2.67 | 1.18 | 1.35 | 3.72 | 1.97 | +31.46% |
| 2020 | 1.64 | -6.47 | -3.17 | 9.56 | 2.05 | -0.51 | -2.62 | -0.80 | 1.38 | -7.44 | 6.16 | 0.02 | -1.43% |
| 2021 | 0.35 | -2.72 | 4.32 | 2.45 | 2.76 | 5.90 | 2.44 | 3.40 | -4.51 | 4.95 | -1.83 | 5.86 | +25.25% |
| 2022 | -6.59 | 1.01 | 5.76 | 1.72 | -3.74 | -1.72 | 4.38 | -7.24 | -4.24 | 5.10 | 2.75 | -1.93 | -5.70% |
| 2023 | 0.02 | 0.35 | 3.99 | 4.72 | -0.52 | -0.96 | 1.45 | 0.97 | -0.59 | -4.98 | 2.40 | 3.13 | +10.05% |
| 2024 | 4.64 | 0.29 | 4.04 | 0.98 | 2.86 | 3.55 | 1.96 | 4.16 | -7.64 | -3.27 | -1.31 | - | - |
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 12.49% | 12.64% | 12.13% | 14.37% | 15.88% |
| Índice de Sharpe | 0.68 | -0.65 | 0.96 | 0.15 | 0.31 |
| El mes mejor | +4.64% | +4.16% | +4.64% | +5.86% | +9.56% |
| El mes peor | -7.64% | -7.64% | -7.64% | -7.64% | -7.64% |
| Pérdida máxima | -12.69% | -12.69% | -12.69% | -18.81% | -24.73% |
| Rendimiento superior | +2.14% | - | -8.93% | -3.05% | -18.62% |
Todas las cotizaciones en EUR
Performance
| Año hasta la fecha | +9.97% | ||
|---|---|---|---|
| 6 Meses | -2.63% | ||
| Promedio móvil | +14.72% | ||
| 3 Años | +16.19% | ||
| 5 Años | +47.03% | ||
| 10 Años | +107.11% | ||
| Desde el principio | +303.86% | ||
| Año | |||
| 2023 | +10.05% | ||
| 2022 | -5.70% | ||
| 2021 | +25.25% | ||
| 2020 | -1.43% | ||
| 2019 | +31.46% | ||
| 2018 | -0.65% | ||
| 2017 | +4.19% | ||
| 2016 | -8.19% | ||
| 2015 | +16.80% | ||
