Deka-ZielGarant 2030-2033/  LU0287949324  /

Fonds
NAV7/21/2017 Chg.-0.0700 Type of yield Investment Focus Investment company
103.9700EUR -0.07% reinvestment Capital protected Worldwide Deka Luxemburg 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2007 - - - - - 0.02 -4.81 -1.39 1.24 1.22 -5.83 1.20 -
2008 -9.74 0.32 -5.35 3.32 0.46 -6.55 -0.74 1.81 -4.68 -8.49 -1.82 0.16 -27.93%
2009 -0.10 -1.64 0.18 2.53 0.99 0.89 2.61 2.02 1.00 -0.67 0.35 2.08 +10.62%
2010 0.00 0.92 2.70 1.21 0.44 0.81 -0.94 0.86 -0.65 -0.41 0.13 1.36 +6.55%
2011 -1.01 -0.32 -1.05 -0.48 1.22 -1.40 1.23 -4.09 -0.43 0.89 -2.22 2.80 -4.92%
2012 1.42 1.35 -0.43 0.36 3.13 -2.25 3.42 1.44 -0.70 0.28 1.17 1.13 +10.70%
2013 -1.55 0.77 1.59 2.28 -1.75 -2.59 0.77 -1.38 0.05 0.89 0.47 -0.50 -1.06%
2014 0.84 1.14 0.11 0.01 2.34 1.13 2.44 3.43 -1.48 1.61 3.13 2.75 +18.79%
2015 6.08 0.68 3.39 -0.74 -5.94 -5.66 3.24 -1.22 0.99 2.69 -0.24 -2.16 +0.39%
2016 2.72 3.29 1.55 -1.35 1.58 3.32 1.40 -0.28 1.15 -2.81 -2.18 0.04 +8.51%
2017 -3.83 2.60 -0.72 0.47 0.78 -0.44 -1.15 - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 6.09% 5.57% 6.72% 8.56% 7.07%
Sharpe ratio -0.66 0.16 -0.71 0.70 0.76
Best month +2.60% +2.60% +2.60% +6.08% +6.08%
Worst month -3.83% -3.83% -3.83% -5.94% -5.94%
Maximum loss -4.17% -3.86% -8.83% -15.43% -15.43%
Outperformance - - - - -
 
All quotes in EUR

Performance

YTD
  -2.39%
6 Months  
+0.28%
1 Year
  -5.10%
3 Years  
+18.00%
5 Years  
+27.71%
Since start  
+3.97%
Year
2016  
+8.51%
2015  
+0.39%
2014  
+18.79%
2013
  -1.06%
2012  
+10.70%
2011
  -4.92%
2010  
+6.55%
2009  
+10.62%
2008
  -27.93%