DWS Vorsorge Premium Balance Plus/  LU0504964494  /

Fonds
NAV12/7/2016 Chg.+0.4500 Type of yield Investment Focus Investment company
128.5800EUR +0.35% reinvestment Mixed Fund Worldwide Deutsche AM S.A. 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2012 - - - - - 0.22 3.55 0.20 0.68 -0.36 1.02 0.33 -
2013 1.14 1.47 2.29 0.37 0.76 -2.86 1.44 -0.66 1.98 2.16 1.32 0.21 +9.91%
2014 -1.30 1.47 0.36 0.64 2.36 0.97 1.02 1.82 0.39 -1.17 1.38 0.31 +8.49%
2015 1.84 3.12 1.45 -0.23 0.22 -3.09 1.09 -2.28 -1.05 2.07 0.82 -2.36 +1.40%
2016 -1.20 0.10 0.62 0.07 0.55 -0.12 2.16 0.63 -0.38 -0.40 0.73 -0.46 -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 4.13% 4.67% 4.10% 5.03% -%
Sharpe ratio 0.68 1.08 0.31 0.95 -
Best month +2.16% +2.16% +2.16% +3.12% +3.55%
Worst month -2.36% -0.46% -2.36% -3.09% -3.09%
Maximum loss -2.75% -2.75% -4.10% -9.68% -
Outperformance +3.35% - +2.52% +5.96% -
 
All quotes in EUR

Performance

YTD  
+2.30%
6 Months  
+2.35%
1 Year  
+0.97%
3 Years  
+13.95%
5 Years     -
Since start  
+28.58%
Year
2015  
+1.40%
2014  
+8.49%
2013  
+9.91%