DWS Fd.Invest VermögensStrategie/  LU0275643301  /

Fonds
NAV5/21/2019 Chg.-0.2100 Type of yield Investment Focus Investment company
131.5300EUR -0.16% reinvestment Capital protected Worldwide DWS Investment S.A. 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2007 - - - - - - - - 3.44 2.50 -3.12 0.41 -
2008 -10.61 1.66 -7.10 6.45 2.49 -8.08 -2.51 2.38 -9.77 -12.27 -4.07 -2.13 -37.20%
2009 1.74 -5.49 0.37 8.72 3.12 0.16 5.11 2.17 2.22 -2.56 1.01 6.54 +24.75%
2010 -2.57 1.65 7.21 0.87 -4.62 -0.96 0.07 -0.79 2.05 1.15 2.71 4.83 +11.63%
2011 -1.56 0.77 -1.86 -0.97 0.41 -3.05 2.63 -3.68 0.12 -0.19 0.05 1.24 -6.09%
2012 4.58 3.75 0.20 -1.84 -4.23 0.99 4.38 0.71 1.20 -0.87 0.43 0.04 +9.37%
2013 3.22 0.88 2.83 0.93 2.54 -3.95 2.68 -1.52 2.90 3.51 1.50 -0.12 +16.19%
2014 -1.94 2.04 -0.61 0.14 3.46 1.25 1.79 1.62 0.71 -1.80 2.99 0.24 +10.15%
2015 3.87 5.27 2.72 -0.53 1.23 -3.87 0.74 -6.98 -1.66 2.17 1.69 -3.09 +0.87%
2016 -4.10 0.24 0.56 -0.19 0.71 -2.07 3.87 0.52 -0.77 0.39 3.65 2.14 +4.77%
2017 0.81 4.02 0.17 -0.22 -0.61 -1.28 -0.67 -1.75 1.85 2.94 0.07 0.93 +6.27%
2018 1.38 -3.70 -3.10 1.84 3.08 -1.16 2.08 1.44 0.32 -6.42 0.83 -4.25 -7.88%
2019 2.58 2.20 1.77 3.91 -3.31 - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 6.35% 6.46% 7.28% 7.56% 8.12%
Sharpe ratio 3.20 1.39 -0.10 0.68 0.53
Best month +3.91% +3.91% +3.91% +4.02% +5.27%
Worst month -4.25% -4.25% -6.42% -6.42% -6.98%
Maximum loss -4.63% -5.05% -10.20% -10.66% -18.84%
Outperformance - - - - -
 
All quotes in EUR

Performance

YTD  
+7.20%
6 Months  
+4.22%
1 Year
  -1.05%
3 Years  
+15.10%
5 Years  
+21.38%
Since start  
+31.53%
Year
2018
  -7.88%
2017  
+6.27%
2016  
+4.77%
2015  
+0.87%
2014  
+10.15%
2013  
+16.19%
2012  
+9.37%
2011
  -6.09%
2010  
+11.63%