DWS Global Growth TFC/ DE000DWS2UD5 /
NAV23/01/2025 | Var.+0.0800 | Type of yield | Focus sugli investimenti | Società d'investimento |
---|---|---|---|---|
256.2000EUR | +0.03% | reinvestment | Equity Worldwide | DWS Investment GmbH ▶ |
Performance mensile
gen | feb | mar | apr | mag | giu | lug | ago | set | ott | nov | dic | Totale | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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 | 2.59 | - | - | - | - | - | - | - | - | - | - | - | - |
Calculated values
YTD | 6 mesi | 1 anno | 3 anni | 5 anni | |
---|---|---|---|---|---|
Volatilità | 11.38% | 17.81% | 15.13% | 17.91% | 18.56% |
Indice di Sharpe | 4.69 | 1.43 | 1.67 | 0.58 | 0.55 |
Mese migliore | +2.59% | +5.93% | +6.18% | +9.86% | +11.05% |
Mese peggiore | +1.30% | -2.35% | -2.35% | -9.41% | -9.41% |
Perdita massima | -2.15% | -9.02% | -11.35% | -19.77% | -26.87% |
Outperformance | -3.18% | - | -4.04% | +32.48% | - |
Tutte le quotazioni in EUR
Tranches
Nome | Type of yield | Prezzo di riacquisto | 1 anno | 3 anni | |
---|---|---|---|---|---|
DWS Global Growth TFC | reinvestment | 256.2000 | +27.98% | +44.36% | |
DWS Global Growth TFD | paying dividend | 249.6100 | +27.98% | +44.36% | |
DWS Global Growth LD | paying dividend | 259.8400 | +27.15% | +41.57% |
Prestazione
YTD | +2.59% | ||
---|---|---|---|
6 mesi | +13.32% | ||
1 anno | +27.98% | ||
3 anni | +44.36% | ||
5 anni | +83.93% | ||
Dall'inizio | +156.20% | ||
Anno | |||
2023 | +28.28% | ||
2022 | -22.70% | ||
2021 | +25.03% | ||
2020 | +17.71% | ||
2019 | +37.27% |