DWS Vorsorge Premium Plus/  LU0504964148  /

Fonds
NAV4/28/2017 Chg.-0.1800 Type of yield Investment Focus Investment company
139.1000EUR -0.13% 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 2.24 +2.32%
2017 0.56 4.17 0.05 -0.23 - - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 6.80% 9.02% 8.86% 9.67% -%
Sharpe ratio 2.27 2.38 1.43 0.66 -
Best month +4.17% +4.17% +4.17% +4.66% +4.98%
Worst month -0.23% -0.23% -2.50% -6.62% -6.62%
Maximum loss -3.13% -3.57% -4.82% -21.73% -
Outperformance +1.89% - +6.12% +7.96% +18.35%
 
All quotes in EUR

Performance

YTD  
+4.56%
6 Months  
+10.04%
1 Year  
+12.37%
3 Years  
+19.32%
5 Years  
+39.10%
Since start  
+39.10%
Year
2016  
+2.32%
2015
  -0.54%
2014  
+11.22%
2013  
+15.24%