Bethmann Aktien Nachhaltigkeit/  DE000DWS18K6  /

Fonds
NAV11/21/2017 Chg.+0.8200 Type of yield Investment Focus Investment company
117.6500EUR +0.70% paying dividend Equity Worldwide Deutsche AM Inv.GmbH 
  • Dividends adjusted Dividends adjusted

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2014 - - - - - - - - - - - 0.04 -
2015 5.63 4.14 3.45 -1.41 1.88 -4.63 2.63 -7.02 -3.23 8.43 3.87 -3.84 +9.04%
2016 -7.41 -0.98 2.21 1.58 2.50 -3.96 3.87 0.11 -1.70 -0.25 1.26 3.31 -0.05%
2017 0.66 1.68 1.91 1.45 0.76 -1.43 -0.79 -1.06 2.93 2.60 -1.80 - -
Single months: Dividends not considered

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 7.35% 7.87% 7.32% 13.01% -%
Sharpe ratio 1.13 0.30 1.55 0.49 -
Best month +3.31% +2.93% +3.31% +8.43% -
Worst month -1.80% -1.80% -1.80% -7.41% -
Maximum loss -5.77% -5.57% -5.77% -19.85% -
Outperformance -4.99% - -4.63% -6.46% -
 
All quotes in EUR

Performance

YTD  
+7.00%
6 Months  
+1.02%
1 Year  
+10.98%
3 Years  
+19.08%
5 Years     -
Since start  
+18.65%
Year
2016
  -0.05%
2015  
+9.04%
 

Dividends

11/25/2016 0.90 EUR
11/27/2015 0.80 EUR