DWS Vorsorge Premium Balance/  LU0504964221  /

Fonds
NAV10/16/2017 Chg.+0.3300 Type of yield Investment Focus Investment company
132.3500EUR +0.25% reinvestment Mixed Fund Worldwide Deutsche AM S.A. 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2012 - - - - - 0.18 3.53 0.12 0.61 -0.37 1.05 0.23 -
2013 1.06 1.43 2.19 0.30 0.64 -2.84 1.42 -0.66 1.94 2.19 1.26 0.17 +9.38%
2014 -1.24 1.46 0.33 0.60 2.44 0.96 1.07 1.79 0.48 -1.37 1.36 0.36 +8.50%
2015 1.89 3.25 1.51 -0.25 0.26 -3.07 1.15 -2.30 -1.07 2.04 0.83 -2.35 +1.68%
2016 -1.18 0.08 0.72 0.15 0.59 -0.18 2.18 0.60 -0.35 -0.41 0.79 1.07 +4.11%
2017 -0.25 2.75 -0.25 -0.12 -0.32 -0.81 -0.54 -0.73 0.94 1.02 - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 4.12% 4.30% 4.40% 4.97% 4.93%
Sharpe ratio 0.59 -0.33 0.84 0.91 1.12
Best month +2.75% +1.02% +2.75% +3.25% +3.25%
Worst month -0.81% -0.81% -0.81% -3.07% -3.07%
Maximum loss -4.16% -4.12% -4.16% -9.70% -9.70%
Outperformance -2.97% - -3.37% -0.44% +7.59%
 
All quotes in EUR

Performance

YTD  
+1.65%
6 Months
  -0.86%
1 Year  
+3.37%
3 Years  
+13.06%
5 Years  
+28.95%
Since start  
+32.35%
Year
2016  
+4.11%
2015  
+1.68%
2014  
+8.50%
2013  
+9.38%