ZukunftsPlan I/ DE000DK1CJ20 /
| NAV2024-11-15 | Chg.+2.7400 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 425.0200EUR | +0.65% | reinvestment | Mixed Fund Worldwide | Deka Investment ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2009 | - | - | 1.44 | 8.26 | 4.92 | 0.08 | 6.74 | 4.55 | 1.81 | -2.24 | 2.11 | 5.50 | - |
| 2010 | -1.22 | 1.33 | 6.16 | 0.82 | -2.57 | -0.60 | 1.29 | -1.87 | 2.40 | 1.31 | 2.19 | 6.38 | +16.29% |
| 2011 | -0.68 | -0.22 | -1.59 | -0.69 | 0.33 | -3.29 | 0.19 | -9.50 | 0.06 | 8.22 | -4.64 | 5.06 | -7.56% |
| 2012 | 4.83 | 3.20 | 0.93 | 0.04 | -3.20 | 0.93 | 5.98 | 0.50 | 0.52 | -1.21 | 0.25 | 0.26 | +13.44% |
| 2013 | 3.15 | 0.74 | 4.28 | 0.21 | 4.34 | -5.88 | 3.96 | -1.40 | 3.20 | 2.50 | 1.58 | -0.22 | +17.18% |
| 2014 | -2.03 | 3.54 | -0.41 | -0.14 | 3.98 | 1.02 | -0.19 | 0.08 | 0.74 | -1.22 | 4.99 | 0.74 | +11.41% |
| 2015 | 6.48 | 4.01 | 3.39 | 2.28 | 0.20 | -3.42 | 1.23 | -7.81 | -5.12 | 11.87 | 2.74 | -4.11 | +10.61% |
| 2016 | -7.15 | 0.43 | 2.46 | 0.99 | 2.15 | -3.12 | 5.25 | 0.17 | -0.29 | -0.65 | 1.86 | 4.36 | +6.01% |
| 2017 | -0.39 | 3.14 | 0.69 | 0.87 | 0.44 | -1.10 | -1.43 | -2.15 | 3.52 | 2.97 | 0.17 | 0.26 | +7.02% |
| 2018 | 1.15 | -2.68 | -4.91 | 4.84 | 2.94 | -1.37 | 3.06 | 0.45 | -0.28 | -6.36 | 2.83 | -8.08 | -8.96% |
| 2019 | 6.87 | 4.65 | 1.72 | 3.64 | -3.69 | 2.65 | 3.23 | -2.63 | 3.83 | 0.76 | 3.20 | 2.01 | +29.02% |
| 2020 | 0.45 | -4.44 | -22.05 | 11.39 | 3.10 | 0.89 | 2.03 | 3.26 | -1.95 | -3.63 | 10.36 | 1.40 | -3.42% |
| 2021 | 0.58 | 2.85 | 4.17 | 1.96 | 0.94 | 3.46 | 1.62 | 2.14 | -2.70 | 3.64 | 1.42 | 3.23 | +25.75% |
| 2022 | -6.66 | -2.80 | 4.99 | -2.33 | -1.39 | -6.12 | 5.89 | 0.79 | -6.85 | 1.71 | 3.54 | -4.10 | -13.52% |
| 2023 | 4.47 | 1.07 | -0.89 | 0.29 | 3.72 | 0.18 | 2.61 | -1.58 | -1.68 | -3.10 | 5.37 | 3.46 | +14.38% |
| 2024 | 3.61 | 2.72 | 2.84 | -0.76 | 1.67 | 2.70 | -0.90 | 0.97 | 1.52 | 0.73 | 2.37 | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 9.48% | 10.77% | 9.06% | 11.74% | 13.41% |
| Sharpe ratio | 1.99 | 1.13 | 2.37 | 0.26 | 0.38 |
| Best month | +3.61% | +2.70% | +5.37% | +5.89% | +11.39% |
| Worst month | -0.90% | -0.90% | -0.90% | -6.85% | -22.05% |
| Maximum loss | -7.03% | -7.03% | -7.03% | -16.66% | -33.41% |
| Outperformance | +6.32% | - | +6.84% | +11.61% | +19.15% |
All quotes in EUR
Performance
| YTD | +18.80% | ||
|---|---|---|---|
| 6 Months | +7.40% | ||
| 1 Year | +24.51% | ||
| 3 Years | +19.39% | ||
| 5 Years | +47.36% | ||
| 10 Years | +116.08% | ||
| Since start | +329.38% | ||
| Year | |||
| 2023 | +14.38% | ||
| 2022 | -13.52% | ||
| 2021 | +25.75% | ||
| 2020 | -3.42% | ||
| 2019 | +29.02% | ||
| 2018 | -8.96% | ||
| 2017 | +7.02% | ||
| 2016 | +6.01% | ||
| 2015 | +10.61% | ||
Dividends
| 2016-01-04 | 1.64 EUR |
| 2015-01-02 | 0.31 EUR |
| 2014-01-02 | 0.26 EUR |
