DWS Vorsorge Premium Plus/  LU0504964148  /

Fonds
NAV12/9/2016 Chg.+2.4300 Type of yield Investment Focus Investment company
132.7400EUR +1.86% reinvestment Mixed Fund Worldwide Deutsche AM S.A. 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2012 - - - - - -1.56 4.98 -1.07 0.47 -1.50 0.74 0.11 -
2013 2.51 2.64 3.72 -0.51 1.81 -3.80 2.11 -1.19 3.02 2.46 1.71 0.05 +15.24%
2014 -2.36 2.20 -0.39 0.39 3.50 1.15 1.75 2.29 0.77 -2.35 3.06 0.88 +11.22%
2015 4.26 4.66 2.73 -0.54 1.04 -4.31 1.13 -6.62 -2.16 2.27 1.78 -4.07 -0.54%
2016 -4.81 -0.34 0.20 -0.28 0.78 -2.50 3.62 0.80 -0.92 0.49 3.31 2.01 -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 8.78% 10.32% 8.79% 9.83% -%
Sharpe ratio 0.29 1.57 0.24 0.51 -
Best month +3.62% +3.62% +3.62% +4.66% +4.98%
Worst month -4.81% -2.50% -4.81% -6.62% -6.62%
Maximum loss -7.62% -4.82% -8.76% -21.73% -
Outperformance +2.90% - +2.49% +6.54% -
 
All quotes in EUR

Performance

YTD  
+2.09%
6 Months  
+7.68%
1 Year  
+1.79%
3 Years  
+14.80%
5 Years     -
Since start  
+32.74%
Year
2015
  -0.54%
2014  
+11.22%
2013  
+15.24%