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 | Mär | 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% | ||