DWS Vorsorge Premium Balance/  LU0504964221  /

Fonds
NAV2/20/2017 Chg.+0.3300 Type of yield Investment Focus Investment company
132.6200EUR +0.25% reinvestment Mixed Fund Worldwide Deutsche AM S.A. 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2012 - - - - - 0.18 3.53 0.12 0.61 -0.37 1.05 0.23 -
2013 1.06 1.43 2.19 0.30 0.64 -2.84 1.42 -0.66 1.94 2.19 1.26 0.17 +9.38%
2014 -1.24 1.46 0.33 0.60 2.44 0.96 1.07 1.79 0.48 -1.37 1.36 0.36 +8.50%
2015 1.89 3.25 1.51 -0.25 0.26 -3.07 1.15 -2.30 -1.07 2.04 0.83 -2.35 +1.68%
2016 -1.18 0.08 0.72 0.15 0.59 -0.18 2.18 0.60 -0.35 -0.41 0.79 1.07 +4.11%
2017 -0.25 1.86 - - - - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 4.11% 4.72% 4.18% 5.07% -%
Sharpe ratio 3.35 1.44 2.02 1.12 -
Best month +1.86% +1.86% +2.18% +3.25% +3.53%
Worst month -0.25% -0.41% -0.41% -3.07% -3.07%
Maximum loss -1.44% -2.68% -2.68% -9.70% -
Outperformance -0.14% - -1.34% +6.54% -
 
All quotes in EUR

Performance

YTD  
+1.61%
6 Months  
+3.21%
1 Year  
+8.12%
3 Years  
+16.88%
5 Years     -
Since start  
+32.29%
Year
2016  
+4.11%
2015  
+1.68%
2014  
+8.50%
2013  
+9.38%