DWS Vorsorge Premium Balance Plus/  LU0504964494  /

Fonds
NAV11/20/2017 Chg.+0.0300 Type of yield Investment Focus Investment company
131.5400EUR +0.02% reinvestment Mixed Fund Worldwide Deutsche AM S.A. 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2012 - - - - - 0.22 3.55 0.20 0.68 -0.36 1.02 0.33 -
2013 1.14 1.47 2.29 0.37 0.76 -2.86 1.44 -0.66 1.98 2.16 1.32 0.21 +9.91%
2014 -1.30 1.47 0.36 0.64 2.36 0.97 1.02 1.82 0.39 -1.17 1.38 0.31 +8.49%
2015 1.84 3.12 1.45 -0.23 0.22 -3.09 1.09 -2.28 -1.05 2.07 0.82 -2.36 +1.40%
2016 -1.20 0.10 0.62 0.07 0.55 -0.12 2.16 0.63 -0.38 -0.40 0.73 1.02 +3.82%
2017 -0.20 2.77 -0.27 -0.03 -0.44 -1.09 -0.72 -0.98 0.75 1.94 -0.86 - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 4.38% 4.74% 4.35% 4.87% 4.92%
Sharpe ratio 0.28 -0.17 0.61 0.59 1.10
Best month +2.77% +1.94% +2.77% +3.12% +3.12%
Worst month -1.09% -1.09% -1.09% -3.09% -3.09%
Maximum loss -4.85% -4.37% -4.85% -9.68% -9.68%
Outperformance -3.46% - -4.30% -1.27% +6.50%
 
All quotes in EUR

Performance

YTD  
+0.80%
6 Months
  -0.56%
1 Year  
+2.30%
3 Years  
+7.77%
5 Years  
+28.31%
Since start  
+31.54%
Year
2016  
+3.82%
2015  
+1.40%
2014  
+8.49%
2013  
+9.91%