DWS Global Growth TFC/ DE000DWS2UD5 /
NAV08/01/2025 | Diferencia-1.7000 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
---|---|---|---|---|
251.5100EUR | -0.67% | reinvestment | Equity Worldwide | DWS Investment GmbH ▶ |
Rendimiento mensual
ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2018 | - | - | - | - | 4.80 | 0.40 | 1.46 | 3.43 | -0.06 | -6.91 | -0.29 | -8.45 | - |
2019 | 8.22 | 5.53 | 3.95 | 5.27 | -5.64 | 3.71 | 4.04 | -0.69 | 0.62 | 1.54 | 5.12 | 1.15 | +37.27% |
2020 | 3.15 | -7.33 | -5.90 | 11.05 | 2.67 | 1.35 | -0.06 | 7.75 | -2.96 | -2.07 | 8.81 | 1.71 | +17.71% |
2021 | 1.07 | 1.43 | 4.47 | 2.33 | -1.42 | 4.93 | 0.31 | 3.14 | -2.87 | 3.77 | 1.86 | 3.85 | +25.03% |
2022 | -7.63 | -4.00 | 5.18 | -3.46 | -2.91 | -6.18 | 9.86 | -0.64 | -9.41 | 2.88 | -1.37 | -6.07 | -22.70% |
2023 | 5.91 | 1.47 | 1.27 | 0.99 | 7.19 | 2.25 | 2.02 | -0.27 | -2.38 | -3.77 | 7.88 | 3.28 | +28.28% |
2024 | 3.70 | 3.95 | 3.30 | -2.07 | 1.50 | 6.18 | -2.35 | 0.69 | 0.50 | 2.77 | 5.93 | 1.30 | - |
2025 | 0.72 | - | - | - | - | - | - | - | - | - | - | - | - |
Valores estimados
Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
---|---|---|---|---|---|
Volatilidad | 10.52% | 17.79% | 15.06% | 17.98% | 18.55% |
Índice de Sharpe | 4.91 | 0.92 | 1.92 | 0.41 | 0.57 |
El mes mejor | +1.30% | +5.93% | +6.18% | +9.86% | +11.05% |
El mes peor | +0.72% | -2.35% | -2.35% | -9.41% | -9.41% |
Pérdida máxima | -1.12% | -11.35% | -11.35% | -20.31% | -26.87% |
Rendimiento superior | -3.18% | - | -4.04% | +32.48% | - |
Todas las cotizaciones en EUR
Tramos
Nombre | Tipo de beneficio | Prec. de rescate | Promedio móvil | 3 Años | |
---|---|---|---|---|---|
DWS Global Growth TFC | reinvestment | 251.5100 | +31.75% | +33.91% | |
DWS Global Growth TFD | paying dividend | 245.0400 | +31.75% | +33.90% | |
DWS Global Growth LD | paying dividend | 255.1500 | +30.89% | +31.32% |
Performance
Año hasta la fecha | +0.72% | ||
---|---|---|---|
6 Meses | +9.26% | ||
Promedio móvil | +31.75% | ||
3 Años | +33.91% | ||
5 Años | +87.50% | ||
Desde el principio | +151.51% | ||
Año | |||
2023 | +28.28% | ||
2022 | -22.70% | ||
2021 | +25.03% | ||
2020 | +17.71% | ||
2019 | +37.27% |