Xtrackers Artif.Int. and Big Data UE 1C/ IE00BGV5VN51 /
| NAV2024-04-25 | Chg.-1.6391 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 117.3939USD | -1.38% | reinvestment | Equity Worldwide | DWS Investment SA ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2019 | - | 5.45 | 1.21 | 4.60 | -10.06 | 7.00 | 1.18 | -4.75 | 1.31 | 2.79 | 4.69 | 2.48 | +18.57% |
| 2020 | -1.09 | -6.81 | -11.77 | 13.38 | 7.12 | 3.79 | 5.81 | 5.54 | -3.20 | -2.43 | 16.37 | 9.32 | +37.54% |
| 2021 | 4.56 | 4.13 | 1.78 | 4.32 | -1.17 | 5.66 | -2.34 | 2.24 | -5.29 | 6.69 | -0.90 | 2.77 | +24.04% |
| 2022 | -9.43 | -4.02 | 1.88 | -9.62 | -2.66 | -9.19 | 6.06 | -5.35 | -13.29 | 4.46 | 8.76 | -6.75 | -34.75% |
| 2023 | 12.61 | -0.76 | 9.94 | -0.37 | 10.57 | 5.68 | 4.48 | -0.75 | -4.58 | -0.65 | 13.67 | 4.82 | +67.52% |
| 2024 | 4.14 | 5.75 | 2.79 | -6.03 | - | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 18.06% | 16.90% | 16.97% | 20.60% | 22.06% |
| Sharpe ratio | 1.00 | 3.70 | 2.80 | 0.14 | 0.53 |
| Best month | +5.75% | +13.67% | +13.67% | +13.67% | +16.37% |
| Worst month | -6.03% | -6.03% | -6.03% | -13.29% | -13.29% |
| Maximum loss | -7.66% | -7.66% | -9.21% | -41.00% | -41.00% |
| Outperformance | -5.98% | - | -9.01% | - | - |
All quotes in USD
Performance
| YTD | +6.37% | ||
|---|---|---|---|
| 6 Months | +28.91% | ||
| 1 Year | +51.38% | ||
| 3 Years | +21.83% | ||
| 5 Years | +106.06% | ||
| Since start | +135.21% | ||
| Year | |||
| 2023 | +67.52% | ||
| 2022 | -34.75% | ||
| 2021 | +24.04% | ||
| 2020 | +37.54% | ||
| 2019 | +18.57% | ||
