DWS Vorsorge Premium Plus/  LU0504964148  /

Fonds
NAV8/22/2017 Chg.+0.0600 Type of yield Investment Focus Investment company
134.0300EUR +0.04% 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 -0.68 -1.14 -0.37 -1.50 - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 7.31% 7.18% 8.63% 9.77% 9.07%
Sharpe ratio 0.21 -1.20 0.86 0.24 0.61
Best month +4.17% +4.17% +4.17% +4.66% +4.66%
Worst month -1.50% -1.50% -1.50% -6.62% -6.62%
Maximum loss -5.29% -5.29% -5.29% -21.73% -21.73%
Outperformance -1.97% - +2.88% -1.76% +10.01%
 
All quotes in EUR

Performance

YTD  
+0.75%
6 Months
  -4.53%
1 Year  
+7.13%
3 Years  
+6.15%
5 Years  
+28.81%
Since start  
+34.03%
Year
2016  
+2.32%
2015
  -0.54%
2014  
+11.22%
2013  
+15.24%