DWS Global Growth TFC/ DE000DWS2UD5 /
| NAV09/01/2025 | Chg.+0.8300 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 252.3400EUR | +0.33% | reinvestment | Equity Worldwide | DWS Investment GmbH ▶ |
Performance mensuelle
| janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | 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 | 1.05 | - | - | - | - | - | - | - | - | - | - | - | - |
Valeurs calculées
| CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
|---|---|---|---|---|---|
| Volatilité | 9.56% | 17.78% | 15.06% | 17.96% | 18.55% |
| Ratio de Sharpe | 7.27 | 0.91 | 1.87 | 0.42 | 0.56 |
| Le meilleur mois | +1.30% | +5.93% | +6.18% | +9.86% | +11.05% |
| Le plus défavorable mois | +1.05% | -2.35% | -2.35% | -9.41% | -9.41% |
| Perte maximale | -1.12% | -11.35% | -11.35% | -20.31% | -26.87% |
| Surperformance | -3.18% | - | -4.04% | +32.48% | - |
Toutes les cotations dans EUR
Tranches
| Nom | Type de rendement | Prix de rachat | 1 An | 3 Ans | |
|---|---|---|---|---|---|
| DWS Global Growth TFC | reinvestment | 252.3400 | +30.89% | +34.35% | |
| DWS Global Growth TFD | paying dividend | 245.8500 | +30.89% | +34.34% | |
| DWS Global Growth LD | paying dividend | 255.9800 | +30.03% | +31.75% |
Performance
| CAD | +1.05% | ||
|---|---|---|---|
| 6 Mois | +9.14% | ||
| 1 An | +30.89% | ||
| 3 Ans | +34.35% | ||
| 5 Ans | +85.49% | ||
| Depuis le début | +152.34% | ||
| Année | |||
| 2023 | +28.28% | ||
| 2022 | -22.70% | ||
| 2021 | +25.03% | ||
| 2020 | +17.71% | ||
| 2019 | +37.27% | ||