DWS Gold Plus/ LU0055649056 /
| NAV2024-04-24 | Chg.+15.1199 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 2,803.9500EUR | +0.54% | reinvestment | Alternative Investments Worldwide | DWS Investment SA ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1994 | - | - | - | -2.34 | 2.50 | -0.36 | 1.60 | -0.78 | 3.64 | -4.38 | -1.50 | -0.92 | - |
| 1995 | -4.14 | -1.75 | -0.50 | 4.13 | -2.33 | 0.69 | -1.75 | 6.83 | -3.21 | -1.55 | 2.80 | -1.03 | - |
| 1996 | 9.53 | -4.12 | 1.58 | -0.38 | 0.47 | -2.90 | -2.30 | 0.87 | 0.09 | -1.07 | -1.23 | -0.12 | - |
| 1997 | 0.75 | 7.24 | -4.46 | 0.69 | -0.14 | 0.18 | 2.77 | -2.49 | -0.62 | -5.10 | -0.79 | 2.10 | -0.45% |
| 1998 | 5.48 | -4.50 | 4.94 | 0.10 | -9.40 | 3.35 | -3.16 | -6.31 | 1.71 | -1.43 | 3.69 | -5.22 | -11.42% |
| 1999 | 3.42 | 4.42 | -0.41 | 3.48 | -3.83 | -2.32 | -4.20 | 0.06 | 17.03 | -0.18 | 1.49 | 0.24 | +19.09% |
| 2000 | -0.56 | 4.69 | -4.21 | 4.72 | -3.05 | 2.39 | -0.10 | 2.09 | 0.94 | 0.98 | -1.57 | -4.39 | +1.43% |
| 2001 | -1.85 | 0.82 | 1.86 | 0.44 | 8.02 | -0.83 | -5.28 | -0.44 | 4.37 | -2.37 | -0.23 | 1.39 | +5.43% |
| 2002 | 2.80 | 5.14 | 1.28 | -0.27 | 3.59 | -4.91 | -4.18 | 2.43 | 2.80 | -2.53 | 0.11 | 8.77 | +15.17% |
| 2003 | 5.48 | -7.25 | -4.86 | -1.21 | 9.06 | -5.86 | 4.13 | 6.23 | 1.43 | 0.40 | 2.83 | 5.34 | +15.18% |
| 2004 | -3.58 | -1.52 | 8.84 | -8.81 | 1.40 | -1.27 | -0.08 | 5.05 | 0.05 | 2.35 | 5.02 | -4.40 | +1.81% |
| 2005 | -0.64 | 1.70 | -0.97 | 0.27 | -1.67 | 4.49 | -1.90 | -0.54 | 8.30 | -0.72 | 5.48 | 3.87 | +18.51% |
| 2006 | 9.08 | -2.05 | 5.22 | 6.58 | 0.64 | -7.82 | 5.05 | -1.88 | -3.27 | -0.92 | 3.49 | -1.01 | +12.50% |
| 2007 | 1.33 | 3.44 | -3.10 | 0.94 | -3.12 | -1.38 | 1.46 | 0.49 | 8.29 | 5.05 | 0.69 | 4.33 | +19.34% |
| 2008 | 12.09 | 6.41 | -6.22 | -7.08 | 1.96 | 4.48 | -3.71 | -7.95 | -3.16 | -15.54 | 11.83 | 1.42 | -8.96% |
| 2009 | 12.66 | 3.96 | -6.65 | -3.57 | 3.75 | -3.69 | -0.50 | 0.64 | 2.23 | 3.08 | 10.21 | -2.41 | +19.55% |
| 2010 | 1.62 | 5.56 | 0.56 | 7.03 | 11.45 | 2.76 | -11.90 | 8.91 | -1.33 | 0.09 | 8.82 | 1.47 | +38.34% |
| 2011 | -8.29 | 4.15 | -1.49 | 2.29 | 3.38 | -2.64 | 8.54 | 11.25 | -4.49 | 1.61 | 4.81 | -5.35 | +12.61% |
| 2012 | 8.50 | 0.56 | -6.41 | 0.79 | 0.15 | -0.97 | 5.57 | 0.10 | 3.99 | -4.29 | 0.40 | -5.71 | +1.63% |
| 2013 | -1.59 | -1.97 | 3.36 | -10.55 | -4.19 | -15.07 | 8.58 | 5.25 | -6.14 | -2.38 | -5.73 | -4.61 | -31.66% |
| 2014 | 4.69 | 5.49 | -2.95 | -0.72 | -1.57 | 4.24 | 0.33 | 0.85 | -2.65 | -2.75 | 2.04 | 2.44 | +9.31% |
| 2015 | 14.18 | -3.58 | 1.77 | -2.16 | 0.93 | -3.33 | -6.32 | 2.34 | -1.05 | 4.12 | -4.45 | -2.17 | -1.24% |
| 2016 | 4.53 | 10.39 | -3.50 | 3.26 | -3.33 | 8.90 | 1.45 | -2.23 | 0.54 | -2.36 | -4.64 | -1.99 | +10.16% |
| 2017 | 2.57 | 5.28 | -1.96 | 0.04 | -2.91 | -3.72 | -1.03 | 1.66 | -0.79 | 0.29 | -1.30 | -0.16 | -2.35% |
| 2018 | -0.44 | -0.01 | -0.42 | 0.76 | 2.49 | -3.77 | -3.17 | -0.83 | -1.42 | 5.22 | 0.16 | 3.84 | +2.07% |
| 2019 | 2.98 | 0.89 | -0.82 | -0.76 | 1.29 | 6.70 | 3.20 | 7.44 | -1.65 | -0.80 | -2.17 | 1.99 | +19.29% |
| 2020 | 5.94 | 2.57 | -0.95 | 7.96 | -2.24 | 1.62 | 5.04 | -1.36 | -2.59 | -0.34 | -7.97 | 3.55 | +10.65% |
| 2021 | 0.01 | -5.52 | -1.65 | 2.26 | 6.56 | -5.28 | 3.63 | -0.17 | -3.12 | 3.49 | 2.09 | 0.82 | +2.41% |
| 2022 | 0.28 | 6.22 | 1.51 | 4.00 | -5.04 | 0.37 | -0.87 | -0.68 | -1.38 | -3.11 | 3.13 | 0.17 | +4.16% |
| 2023 | 2.96 | -3.49 | 7.63 | -0.58 | 0.25 | -4.08 | 1.74 | -0.23 | -3.27 | 6.12 | 0.08 | 0.40 | +7.07% |
| 2024 | 0.01 | -0.71 | 9.43 | 5.83 | - | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 13.46% | 12.99% | 11.55% | 12.24% | 13.61% |
| Sharpe ratio | 3.95 | 2.60 | 1.04 | 0.60 | 0.55 |
| Best month | +9.43% | +9.43% | +9.43% | +9.43% | +9.43% |
| Worst month | -0.71% | -0.71% | -4.08% | -5.28% | -7.97% |
| Maximum loss | -3.92% | -3.92% | -10.33% | -12.56% | -19.25% |
| Outperformance | +25.19% | - | +24.44% | +52.67% | +52.89% |
All quotes in EUR
Performance
| YTD | +15.00% | ||
|---|---|---|---|
| 6 Months | +17.25% | ||
| 1 Year | +15.86% | ||
| 3 Years | +37.70% | ||
| 5 Years | +71.29% | ||
| Since start | +448.41% | ||
| Year | |||
| 2023 | +7.07% | ||
| 2022 | +4.16% | ||
| 2021 | +2.41% | ||
| 2020 | +10.65% | ||
| 2019 | +19.29% | ||
| 2018 | +2.07% | ||
| 2017 | -2.35% | ||
| 2016 | +10.16% | ||
| 2015 | -1.24% | ||
