DWS Vorsorge Premium Balance Plus/  LU0504964494  /

Fonds
NAV5/22/2017 Chg.+0.0400 Type of yield Investment Focus Investment company
132.2800EUR +0.03% 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 1.02 +3.82%
2017 -0.20 2.77 -0.27 -0.03 -0.90 - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 3.84% 3.90% 4.36% 4.92% 4.89%
Sharpe ratio 1.03 1.60 1.53 0.94 1.38
Best month +2.77% +2.77% +2.77% +3.12% +3.55%
Worst month -0.90% -0.90% -0.90% -3.09% -3.09%
Maximum loss -1.96% -1.96% -2.75% -9.68% -9.68%
Outperformance -1.88% - -1.21% +2.19% +11.64%
 
All quotes in EUR

Performance

YTD  
+1.34%
6 Months  
+2.85%
1 Year  
+6.35%
3 Years  
+13.36%
5 Years  
+36.51%
Since start  
+32.24%
Year
2016  
+3.82%
2015  
+1.40%
2014  
+8.49%
2013  
+9.91%