Xtrackers Portfolio UCITS ETF 1C/ LU0397221945 /
NAV10/09/2024 | Chg.+0.3575 | Type de rendement | Focus sur l'investissement | Société de fonds |
---|---|---|---|---|
288.1739EUR | +0.12% | reinvestment | Mixed Fund Worldwide | DWS Investment SA ▶ |
Performance mensuelle
janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2008 | - | - | - | - | - | - | - | - | - | - | - | -1.72 | - |
2009 | 0.16 | -3.41 | 2.42 | 9.43 | 4.44 | 0.31 | 6.30 | 3.89 | 2.89 | -1.67 | 0.86 | 3.45 | +32.42% |
2010 | -0.94 | 1.07 | 4.71 | 0.74 | -1.89 | 0.04 | 1.88 | 0.69 | 1.43 | 1.04 | -0.38 | 2.97 | +11.80% |
2011 | -1.28 | 0.65 | -0.45 | 0.81 | 0.95 | -1.53 | -0.47 | -5.46 | -2.39 | 3.90 | -2.00 | 1.97 | -5.48% |
2012 | 3.84 | 2.53 | -0.03 | -0.10 | -2.02 | 1.41 | 3.66 | 0.13 | 1.60 | 0.58 | 0.90 | 0.86 | +14.03% |
2013 | 0.49 | 0.69 | 1.87 | 1.13 | -0.42 | -3.55 | 1.43 | -0.70 | 3.24 | 2.05 | -0.04 | -0.35 | +5.83% |
2014 | -0.39 | 2.30 | 0.99 | 0.60 | 2.76 | 1.12 | 0.81 | 2.74 | -0.50 | 0.31 | 2.00 | 0.62 | +14.12% |
2015 | 4.37 | 3.03 | 1.78 | -0.57 | 0.16 | -2.98 | 0.14 | -4.69 | -1.92 | 5.29 | 2.14 | -3.23 | +3.02% |
2016 | -8.22 | 5.28 | 2.50 | 0.65 | 0.99 | -0.67 | 3.05 | 0.92 | -0.01 | -0.35 | 0.79 | 2.21 | +6.74% |
2017 | 0.04 | 2.91 | 0.66 | 0.58 | -0.20 | -0.95 | 0.14 | 0.03 | 1.79 | 2.28 | -1.01 | 0.73 | +7.14% |
2018 | 0.46 | -1.71 | -1.29 | 2.10 | 0.72 | -0.75 | 1.48 | -0.55 | -0.10 | -3.29 | -0.02 | -4.08 | -6.98% |
2019 | 5.36 | 2.05 | 1.66 | 2.27 | -3.65 | 3.14 | 1.47 | -0.70 | 2.27 | 0.65 | 1.91 | 1.27 | +18.92% |
2020 | -0.29 | -5.01 | -11.30 | 6.77 | 2.35 | 2.12 | -0.33 | 3.36 | -1.02 | -1.06 | 7.99 | 2.03 | +4.20% |
2021 | 0.55 | 1.72 | 4.13 | 0.42 | 0.84 | 1.76 | 0.50 | 1.72 | -1.12 | 1.59 | -0.15 | 1.77 | +14.52% |
2022 | -2.37 | -2.44 | 0.27 | -2.57 | -1.26 | -5.20 | 6.66 | -2.95 | -5.94 | 3.09 | 3.34 | -4.92 | -14.09% |
2023 | 4.05 | -0.46 | -0.23 | -0.27 | 1.16 | 1.45 | 1.97 | -1.15 | -1.43 | -2.05 | 4.29 | 3.68 | +11.29% |
2024 | 0.67 | 1.60 | 2.37 | -1.72 | 1.57 | 1.27 | 1.70 | -0.09 | -0.88 | - | - | - | - |
Valeurs calculées
CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
---|---|---|---|---|---|
Volatilité | 5.76% | 5.96% | 5.77% | 7.77% | 9.85% |
Ratio de Sharpe | 1.08 | 0.68 | 1.39 | -0.28 | 0.16 |
Le meilleur mois | +3.68% | +2.37% | +4.29% | +6.66% | +7.99% |
Le plus défavorable mois | -1.72% | -1.72% | -2.05% | -5.94% | -11.30% |
Perte maximale | -3.90% | -3.90% | -4.72% | -16.35% | -24.22% |
Surperformance | - | - | - | - | - |
Toutes les cotations dans EUR
Performance
CAD | +6.60% | ||
---|---|---|---|
6 Mois | +3.69% | ||
1 An | +11.43% | ||
3 Ans | +4.02% | ||
5 Ans | +27.57% | ||
10 ans | +61.88% | ||
Depuis le début | +202.99% | ||
Année | |||
2023 | +11.29% | ||
2022 | -14.09% | ||
2021 | +14.52% | ||
2020 | +4.20% | ||
2019 | +18.92% | ||
2018 | -6.98% | ||
2017 | +7.14% | ||
2016 | +6.74% | ||
2015 | +3.02% |