DWS Vorsorge Premium Plus/  LU0504964148  /

Fonds
NAV10/23/2017 Chg.+0.9300 Type of yield Investment Focus Investment company
139.1200EUR +0.67% reinvestment Mixed Fund Worldwide Deutsche AM S.A. 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2012 - - - - - -1.56 4.98 -1.07 0.47 -1.50 0.74 0.11 -
2013 2.51 2.64 3.72 -0.51 1.81 -3.80 2.11 -1.19 3.02 2.46 1.71 0.05 +15.24%
2014 -2.36 2.20 -0.39 0.39 3.50 1.15 1.75 2.29 0.77 -2.35 3.06 0.88 +11.22%
2015 4.26 4.66 2.73 -0.54 1.04 -4.31 1.13 -6.62 -2.16 2.27 1.78 -4.07 -0.54%
2016 -4.81 -0.34 0.20 -0.28 0.78 -2.50 3.62 0.80 -0.92 0.49 3.31 2.24 +2.32%
2017 0.56 4.17 0.05 -0.23 -0.68 -1.14 -0.37 -1.57 1.67 2.17 - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 7.09% 7.13% 8.23% 9.56% 9.09%
Sharpe ratio 0.85 0.09 1.12 0.49 0.76
Best month +4.17% +2.17% +4.17% +4.66% +4.66%
Worst month -1.57% -1.57% -1.57% -6.62% -6.62%
Maximum loss -6.31% -6.10% -6.31% -21.73% -21.73%
Outperformance -0.38% - +2.74% +1.56% +15.39%
 
All quotes in EUR

Performance

YTD  
+4.58%
6 Months  
+0.15%
1 Year  
+8.89%
3 Years  
+13.59%
5 Years  
+37.42%
Since start  
+39.12%
Year
2016  
+2.32%
2015
  -0.54%
2014  
+11.22%
2013  
+15.24%