Xtrackers Artif.Int. and Big Data UE 1C/  IE00BGV5VN51  /

Fonds
NAV2/27/2024 Chg.+0.4300 Type of yield Investment Focus Investment company
120.6030USD +0.36% reinvestment Equity Worldwide DWS Investment SA 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2019 - 5.45 1.21 4.60 -10.06 7.00 1.18 -4.75 1.31 2.79 4.69 2.48 +18.57%
2020 -1.09 -6.81 -11.77 13.38 7.12 3.79 5.81 5.54 -3.20 -2.43 16.37 9.32 +37.54%
2021 4.56 4.13 1.78 4.32 -1.17 5.66 -2.34 2.24 -5.29 6.69 -0.90 2.77 +24.04%
2022 -9.43 -4.02 1.88 -9.62 -2.66 -9.19 6.06 -5.35 -13.29 4.46 8.76 -6.75 -34.75%
2023 12.61 -0.76 9.94 -0.37 10.57 5.68 4.48 -0.75 -4.58 -0.65 13.67 4.82 +67.52%
2024 4.14 4.94 - - - - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 18.77% 16.50% 16.80% 20.76% 21.96%
Sharpe ratio 3.96 3.55 3.57 0.28 0.61
Best month +4.94% +13.67% +13.67% +13.67% +16.37%
Worst month +4.14% -4.58% -4.58% -13.29% -13.29%
Maximum loss -4.27% -9.11% -9.21% -41.00% -41.00%
Outperformance -5.98% - -9.01% - -
 
All quotes in USD

Performance

YTD  
+9.28%
6 Months  
+27.42%
1 Year  
+63.87%
3 Years  
+32.10%
5 Years  
+122.05%
10 Years     -
Since start  
+141.64%
Year
2023  
+67.52%
2022
  -34.75%
2021  
+24.04%
2020  
+37.54%
2019  
+18.57%