DPAM B Equities World Sustainable - Klasse F/ BE0948500344 /
| NAV23.01.2025 | Diff.+3,3100 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 465,6300EUR | +0,72% | thesaurierend | Aktien weltweit | Degroof Petercam AM ▶ |
Monatliche Performance
| Jan | Feb | Mrz | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2009 | 0,12 | -1,26 | - | 8,17 | 2,27 | -2,20 | 10,07 | 1,10 | 2,40 | -2,17 | 3,70 | 7,52 | +32,95% |
| 2010 | -0,61 | 3,29 | 6,32 | 1,61 | -2,10 | -1,23 | 2,33 | -0,15 | 1,69 | 1,67 | 4,50 | 3,77 | +22,86% |
| 2011 | -2,35 | 1,93 | -1,73 | 0,91 | 0,25 | -1,42 | -1,70 | -9,38 | 1,89 | 5,96 | 2,04 | 1,35 | -2,99% |
| 2012 | 5,25 | 1,76 | -0,10 | -1,39 | -4,70 | 6,90 | 3,74 | 0,62 | 0,75 | -0,72 | 0,61 | 0,58 | +13,57% |
| 2013 | 0,57 | 3,26 | 2,45 | -0,42 | 0,54 | -3,50 | 4,06 | -0,43 | 3,09 | 3,61 | -0,12 | -0,95 | +12,55% |
| 2014 | -2,37 | 1,97 | 2,02 | 1,74 | 2,88 | 1,10 | 1,64 | 2,64 | 0,49 | 1,36 | 2,82 | 0,79 | +18,34% |
| 2015 | 7,90 | 4,11 | 3,03 | -1,08 | 0,14 | -3,77 | 0,15 | -7,41 | -2,78 | 7,44 | 1,61 | -4,79 | +3,38% |
| 2016 | -5,65 | 0,82 | 0,93 | 1,32 | 1,95 | 2,87 | 4,46 | -1,54 | -0,35 | -1,67 | 0,91 | 2,37 | +6,20% |
| 2017 | 0,55 | 4,03 | 1,38 | 2,18 | 1,24 | -1,73 | -0,56 | -0,17 | 2,02 | 4,34 | 0,19 | 1,42 | +15,75% |
| 2018 | 1,15 | -2,00 | -0,72 | 2,37 | 4,58 | 0,25 | 3,06 | 0,97 | 0,21 | -5,95 | 2,90 | -7,20 | -1,08% |
| 2019 | 6,60 | 4,29 | 4,81 | 3,26 | -2,97 | 4,66 | 2,47 | 0,17 | 1,73 | 1,40 | 3,44 | 1,72 | +36,15% |
| 2020 | 1,27 | -5,62 | -8,96 | 8,93 | 4,79 | 2,17 | 1,72 | 3,75 | 0,99 | -1,32 | 7,16 | 2,61 | +17,34% |
| 2021 | -0,16 | 0,98 | 3,39 | 2,64 | 0,23 | 6,27 | 3,74 | 3,90 | -4,24 | 6,59 | -0,08 | 1,68 | +27,39% |
| 2022 | -8,62 | -6,13 | 1,90 | -5,41 | -3,04 | -6,27 | 13,33 | -5,15 | -7,54 | 4,18 | 4,58 | -6,33 | -23,79% |
| 2023 | 6,35 | -0,27 | 4,02 | -0,22 | 2,22 | 2,39 | 1,44 | 0,09 | -3,83 | -3,07 | 7,93 | 2,77 | +20,96% |
| 2024 | 4,62 | 4,64 | 2,14 | -2,66 | 2,71 | 5,50 | -2,09 | 0,17 | 0,16 | -0,32 | 6,33 | -1,01 | - |
| 2025 | 5,68 | - | - | - | - | - | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 10,55% | 14,93% | 13,28% | 16,90% | 18,18% |
| Sharpe Ratio | 13,06 | 1,20 | 1,65 | 0,43 | 0,47 |
| Bester Monat | +5,68% | +6,33% | +6,33% | +13,33% | +13,33% |
| Schlechtester Monat | -1,01% | -2,09% | -2,66% | -8,62% | -8,96% |
| Maximaler Verlust | -1,52% | -7,87% | -9,28% | -21,22% | -29,82% |
| Outperformance | +4,17% | - | +3,19% | +37,20% | +63,85% |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| DPAM B Equities World Sustainabl... | thesaurierend | 432,4400 | +24,47% | - | |
| DPAM B Equities World Sustainabl... | thesaurierend | 429,3100 | +19,56% | - | |
| DPAM B Equities World Sustainabl... | ausschüttend | 297,6900 | +24,55% | +33,06% | |
| DPAM B Equities World Sustainabl... | thesaurierend | 465,6300 | +24,55% | +33,04% | |
| DPAM B Equities World Sustainabl... | ausschüttend | 285,6900 | +23,45% | +29,59% | |
| DPAM B Equities World Sustainabl... | thesaurierend | 410,3200 | +23,52% | +29,82% | |
| DPAM B Equities World Sustainabl... | ausschüttend | 295,7300 | +24,55% | +33,07% | |
| DPAM B Equities World Sustainabl... | thesaurierend | 448,3200 | +24,55% | +33,06% | |
| DPAM B Equities World Sustainabl... | thesaurierend | 425,7200 | +18,55% | +19,21% | |
| DPAM B Equities World Sustainabl... | thesaurierend | 400,2600 | +22,57% | +27,02% |
Performance
| lfd. Jahr | +5,68% | ||
|---|---|---|---|
| 6 Monate | +9,87% | ||
| 1 Jahr | +24,55% | ||
| 3 Jahre | +33,04% | ||
| 5 Jahre | +69,83% | ||
| seit Beginn | +614,27% | ||
| Jahr | |||
| 2023 | +20,96% | ||
| 2022 | -23,79% | ||
| 2021 | +27,39% | ||
| 2020 | +17,34% | ||
| 2019 | +36,15% | ||
| 2018 | -1,08% | ||
| 2017 | +15,75% | ||
| 2016 | +6,20% | ||