DWS Funds Invest ZukunftsStrategie/  LU0313399957  /

Fonds
NAV5/24/2019 Chg.-1.0400 Type of yield Investment Focus Investment company
202.5300EUR -0.51% reinvestment Capital protected Worldwide DWS Investment S.A. 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2009 - - - 7.95 4.14 -0.67 4.05 2.25 1.17 -0.85 -0.76 5.22 -
2010 -1.25 1.99 5.91 0.86 -3.80 -1.30 -0.36 -0.25 1.88 1.23 2.31 4.78 +12.25%
2011 -0.95 0.79 -2.35 -0.72 0.37 -3.14 2.60 -2.74 -0.20 -0.04 -0.31 1.36 -5.36%
2012 3.97 3.43 0.07 -1.67 -4.23 1.06 4.08 0.89 1.23 -0.72 0.36 0.08 +8.56%
2013 2.97 0.59 2.50 0.87 2.54 -3.92 2.47 -1.35 2.78 3.74 1.80 0.08 +15.86%
2014 -1.79 2.36 -0.68 -0.12 3.37 1.02 1.32 1.80 0.92 -1.51 2.42 0.06 +9.39%
2015 3.82 5.22 2.59 -0.67 1.62 -3.83 1.05 -6.57 -1.33 2.10 1.59 -2.97 +1.98%
2016 -3.75 -0.06 0.35 -0.27 0.85 -2.05 3.46 0.67 -0.97 0.57 3.85 2.06 +4.57%
2017 0.48 4.16 0.00 -0.30 -0.67 -1.22 -0.55 -1.55 1.53 2.89 -0.08 0.84 +5.50%
2018 1.23 -3.42 -3.00 1.79 3.34 -1.10 2.13 1.48 0.33 -6.19 0.74 -3.78 -6.72%
2019 1.83 2.26 1.89 3.89 -3.75 - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 5.90% 6.10% 7.21% 7.97% 8.76%
Sharpe ratio 2.84 1.11 -0.13 0.61 0.44
Best month +3.89% +3.89% +3.89% +4.16% +5.22%
Worst month -3.78% -3.78% -6.19% -6.19% -6.57%
Maximum loss -4.09% -4.76% -9.71% -9.71% -18.07%
Outperformance - - - - -
 
All quotes in EUR

Performance

YTD  
+6.10%
6 Months  
+3.12%
1 Year
  -1.25%
3 Years  
+14.17%
5 Years  
+19.17%
Since start  
+102.53%
Year
2018
  -6.72%
2017  
+5.50%
2016  
+4.57%
2015  
+1.98%
2014  
+9.39%
2013  
+15.86%
2012  
+8.56%
2011
  -5.36%
2010  
+12.25%