DWS Concept ARTS Conservative/  LU0093745825  /

Fonds
NAV12/8/2016 Chg.+0.1700 Type of yield Investment Focus Investment company
208.3800EUR +0.08% reinvestment Mixed Fund Worldwide Deutsche AM S.A. 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
1999 - 0.20 -0.32 1.48 -0.60 0.12 -0.11 0.27 -0.62 -0.26 2.02 1.96 +4.14%
2000 -0.04 1.66 0.88 -0.82 -1.18 0.51 0.53 0.47 -1.30 -0.43 -2.13 0.27 -1.62%
2001 1.83 -1.65 -0.85 -0.99 0.65 -0.49 -0.81 -0.07 -1.53 2.29 0.40 -0.20 -1.51%
2002 0.20 -0.27 0.07 0.49 -0.34 -1.18 -0.90 1.06 -1.42 0.08 1.90 -0.66 -1.01%
2003 -0.62 -0.02 -0.46 2.12 1.60 1.22 0.08 1.02 0.05 0.41 0.16 1.46 +7.19%
2004 0.58 0.22 -0.06 -1.42 -2.61 0.58 -1.23 0.75 1.01 0.13 1.60 0.73 +0.22%
2005 0.51 -0.16 -2.10 0.83 2.30 3.14 0.79 0.15 2.89 -2.87 2.10 1.45 +9.22%
2006 0.79 1.49 -1.13 0.26 -2.88 -1.35 0.62 0.88 1.12 1.46 -0.13 1.92 +2.98%
2007 0.71 0.64 -1.09 1.45 1.00 -0.35 -0.02 -0.97 0.02 1.02 -2.25 0.04 +0.15%
2008 -0.11 0.20 -0.51 -0.27 0.66 -1.56 -0.23 -0.03 -3.52 4.25 0.97 0.15 -0.16%
2009 -0.90 -0.37 -1.68 2.33 7.27 2.20 3.06 1.80 4.09 0.31 0.21 1.52 +21.36%
2010 0.96 1.10 3.12 1.21 -1.13 1.28 -1.54 1.33 -0.21 0.75 -0.69 1.84 +8.21%
2011 0.19 0.27 -0.78 0.61 0.29 -0.59 0.88 -0.91 0.13 -1.12 -1.07 2.06 -0.09%
2012 -0.09 1.52 1.03 0.01 0.71 -0.26 3.64 -0.49 0.99 0.62 1.01 1.74 +10.88%
2013 0.70 0.33 1.35 0.71 0.02 -2.92 0.79 -0.37 1.52 1.69 0.76 0.48 +5.10%
2014 0.22 1.56 0.11 0.62 1.37 0.94 0.68 1.79 0.68 0.38 1.15 1.23 +11.24%
2015 5.28 0.90 2.93 -0.90 0.05 -2.14 0.14 -3.88 -0.19 1.08 0.39 -3.61 -0.32%
2016 -1.09 0.59 0.12 0.67 0.03 0.66 1.41 0.66 -0.11 -0.17 -0.94 0.02 -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 2.62% 3.08% 2.92% 4.32% 3.87%
Sharpe ratio 0.88 0.74 0.25 1.12 1.61
Best month +1.41% +1.41% +1.41% +5.28% +5.28%
Worst month -3.61% -0.94% -3.61% -3.88% -3.88%
Maximum loss -2.07% -2.07% -2.77% -12.37% -12.37%
Outperformance +1.43% - +0.57% +7.33% +16.19%
 
All quotes in EUR

Performance

YTD  
+1.85%
6 Months  
+0.98%
1 Year  
+0.41%
3 Years  
+14.11%
5 Years  
+33.38%
Since start  
+108.38%
Year
2015
  -0.32%
2014  
+11.24%
2013  
+5.10%
2012  
+10.88%
2011
  -0.09%
2010  
+8.21%
2009  
+21.36%
2008
  -0.16%
2007  
+0.15%