NAV5/23/2019 Chg.-0.9000 Type of yield Investment Focus Investment company
148.1100EUR -0.60% reinvestment Capital protected Worldwide DWS Investment S.A. 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2008 - - - - - - - 1.63 -11.51 -12.31 -4.38 -2.58 -
2009 -0.38 -4.88 1.13 9.46 4.08 -0.57 5.96 2.68 1.83 -2.82 0.87 6.49 +25.54%
2010 -1.90 1.53 6.97 0.94 -4.22 -1.19 -0.85 -0.17 2.37 1.65 3.14 4.49 +12.97%
2011 -1.82 0.71 -2.32 -0.82 0.35 -3.38 -0.07 -10.23 -5.43 6.93 -3.40 2.86 -16.28%
2012 6.02 3.24 -0.13 -0.44 -4.20 0.15 5.58 -0.79 1.12 -0.81 1.07 0.97 +11.95%
2013 2.08 1.85 2.62 -0.61 2.11 -4.60 1.99 -1.20 3.26 2.54 1.76 -0.10 +12.03%
2014 -1.89 3.05 -0.75 -0.81 3.84 0.86 1.09 2.19 0.76 -0.42 3.09 0.64 +12.11%
2015 4.87 5.82 2.65 -0.51 1.98 -4.55 1.24 -10.26 -3.83 9.55 3.33 -4.10 +4.65%
2016 -8.29 -1.17 2.09 0.61 2.43 -2.24 4.69 0.43 -0.98 -0.34 4.03 1.73 +2.36%
2017 0.75 4.22 -0.14 -0.20 -0.58 -1.01 -0.60 -1.56 2.82 3.32 -0.11 0.74 +7.72%
2018 1.38 -2.43 -4.24 3.84 3.08 -0.96 1.91 1.19 0.42 -6.07 0.86 -7.01 -8.39%
2019 7.26 3.88 1.95 3.77 -3.61 - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 7.95% 9.70% 9.57% 9.49% 11.63%
Sharpe ratio 4.96 1.76 0.28 0.81 0.52
Best month +7.26% +7.26% +7.26% +7.26% +9.55%
Worst month -7.01% -7.01% -7.01% -7.01% -10.26%
Maximum loss -4.22% -9.61% -13.02% -13.02% -25.42%
Outperformance - - - - -
 
All quotes in EUR

Performance

YTD  
+13.61%
6 Months  
+8.00%
1 Year  
+2.34%
3 Years  
+23.90%
5 Years  
+32.22%
Since start  
+48.11%
Year
2018
  -8.39%
2017  
+7.72%
2016  
+2.36%
2015  
+4.65%
2014  
+12.11%
2013  
+12.03%
2012  
+11.95%
2011
  -16.28%
2010  
+12.97%