Xtrackers MSCI World Utilities UCITS ETF 1C/ IE00BM67HQ30 /
| NAV04/11/2024 | Var.-0.2695 | Type of yield | Focus sugli investimenti | Società d'investimento |
|---|---|---|---|---|
| 37.0758USD | -0.72% | reinvestment | Equity Worldwide | DWS Investment SA ▶ |
Performance mensile
| gen | feb | mar | apr | mag | giu | lug | ago | set | ott | nov | dic | Totale | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2016 | - | - | - | -0.42 | -0.12 | 5.07 | 0.64 | -5.05 | 0.90 | -1.11 | -6.19 | 4.37 | - |
| 2017 | 0.67 | 4.05 | 1.67 | 0.65 | 6.13 | -2.42 | 2.30 | 3.13 | -2.42 | 2.80 | 1.75 | -4.97 | +13.60% |
| 2018 | -0.84 | -4.58 | 4.14 | 2.54 | -2.16 | 2.08 | 1.94 | -0.64 | -0.37 | -0.66 | 3.47 | -2.63 | +1.92% |
| 2019 | 5.51 | 2.49 | 2.19 | -0.15 | -0.94 | 3.75 | -0.47 | 3.27 | 3.58 | 0.16 | -1.92 | 3.89 | +23.20% |
| 2020 | 5.67 | -7.72 | -11.61 | 3.15 | 4.32 | -1.24 | 6.87 | -1.90 | -0.06 | 1.82 | 5.31 | 1.91 | +4.88% |
| 2021 | -1.05 | -5.79 | 7.84 | 3.06 | -0.39 | -3.18 | 3.15 | 3.23 | -7.02 | 5.19 | -2.33 | 8.30 | +10.07% |
| 2022 | -3.12 | -0.56 | 5.25 | -3.50 | 3.10 | -6.92 | 5.25 | -1.59 | -11.53 | 2.70 | 7.94 | 0.16 | -4.46% |
| 2023 | 0.20 | -4.53 | 5.14 | 2.99 | -5.70 | 2.53 | 1.75 | -5.44 | -5.61 | 0.56 | 6.79 | 2.96 | +0.57% |
| 2024 | -3.23 | -1.03 | 5.77 | 0.82 | 7.68 | -4.82 | 6.65 | 4.64 | 5.41 | -2.92 | -2.01 | - | - |
Calculated values
| YTD | 6 mesi | 1 anno | 3 anni | 5 anni | |
|---|---|---|---|---|---|
| Volatilità | 12.48% | 12.55% | 12.68% | 14.90% | 18.53% |
| Indice di Sharpe | 1.41 | 1.65 | 1.69 | 0.20 | 0.16 |
| Mese migliore | +7.68% | +7.68% | +7.68% | +8.30% | +8.30% |
| Mese peggiore | -4.82% | -4.82% | -4.82% | -11.53% | -11.61% |
| Perdita massima | -8.32% | -6.04% | -8.32% | -22.20% | -34.20% |
| Outperformance | +1.86% | - | -3.13% | -3.39% | -7.44% |
Tutte le quotazioni in USD
Prestazione
| YTD | +17.15% | ||
|---|---|---|---|
| 6 mesi | +11.21% | ||
| 1 anno | +24.32% | ||
| 3 anni | +19.17% | ||
| 5 anni | +33.67% | ||
| 10 anni | - | ||
| Dall'inizio | +86.63% | ||
| Anno | |||
| 2023 | +0.57% | ||
| 2022 | -4.46% | ||
| 2021 | +10.07% | ||
| 2020 | +4.88% | ||
| 2019 | +23.20% | ||
| 2018 | +1.92% | ||
| 2017 | +13.60% | ||
