DWS Vorsorge Premium Plus/ LU0504964148 /
| NAV2024-04-24 | Chg.+1.6100 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 182.6100EUR | +0.89% | reinvestment | Mixed Fund Worldwide | DWS Investment SA ▶ |
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 | -0.68 | -1.14 | -0.37 | -1.57 | 1.67 | 3.04 | -0.01 | 0.81 | +6.31% |
| 2018 | 1.41 | -3.29 | -3.03 | 1.71 | 2.92 | -0.87 | 1.99 | 1.23 | 0.59 | -5.90 | 0.57 | -3.66 | -6.55% |
| 2019 | 1.99 | 2.14 | 2.02 | 3.71 | -5.55 | 3.95 | 2.93 | -2.60 | 1.82 | 0.74 | 3.65 | 1.48 | +17.02% |
| 2020 | 0.69 | -7.16 | -6.36 | 1.03 | 0.10 | 0.00 | -0.26 | 3.66 | -1.74 | -1.72 | 5.38 | 0.83 | -6.09% |
| 2021 | 1.95 | 1.13 | 4.42 | 1.34 | 0.23 | 3.49 | 0.61 | 2.57 | -1.64 | 2.43 | 1.22 | 2.62 | +22.22% |
| 2022 | -4.47 | -1.63 | 1.16 | -1.13 | -1.63 | -1.43 | 1.49 | -1.11 | -3.95 | 0.67 | 0.64 | -1.74 | -12.55% |
| 2023 | 1.27 | 0.08 | -1.92 | -0.07 | 2.56 | 2.21 | 2.19 | -0.70 | -1.74 | -3.47 | 5.40 | 3.44 | +9.26% |
| 2024 | 3.41 | 2.58 | 3.67 | -2.09 | - | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 7.19% | 6.89% | 7.73% | 7.51% | 8.63% |
| Sharpe ratio | 3.21 | 4.51 | 1.84 | 0.13 | 0.09 |
| Best month | +3.67% | +5.40% | +5.40% | +5.40% | +5.40% |
| Worst month | -2.09% | -3.47% | -3.47% | -4.47% | -7.16% |
| Maximum loss | -3.67% | -3.67% | -6.75% | -15.23% | -18.37% |
| Outperformance | +8.43% | - | +6.66% | +5.84% | +17.89% |
All quotes in EUR
Performance
| YTD | +7.66% | ||
|---|---|---|---|
| 6 Months | +16.13% | ||
| 1 Year | +18.09% | ||
| 3 Years | +15.20% | ||
| 5 Years | +25.51% | ||
| Since start | +82.61% | ||
| Year | |||
| 2023 | +9.26% | ||
| 2022 | -12.55% | ||
| 2021 | +22.22% | ||
| 2020 | -6.09% | ||
| 2019 | +17.02% | ||
| 2018 | -6.55% | ||
| 2017 | +6.31% | ||
| 2016 | +2.32% | ||
| 2015 | -0.54% | ||
