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Xtrackers MSCI World Minimum Vol.UE 1C/  IE00BL25JN58  /

Fonds
NAV2024-05-10 Chg.+0.1803 Type of yield Investment Focus Investment company
41.7571USD +0.43% reinvestment Equity Worldwide DWS Investment SA ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2014 - - - - - - - - - 1.63 1.49 -1.03 -
2015 0.31 4.63 -0.90 2.18 0.11 -2.16 2.82 -5.21 -3.20 6.83 -0.68 -0.31 +3.88%
2016 -3.15 1.00 6.54 1.30 -0.03 2.02 3.25 -2.46 1.14 -2.75 -1.79 2.21 +7.06%
2017 1.81 3.29 0.39 1.03 2.92 -0.60 1.90 0.83 0.18 1.41 2.81 0.33 +17.47%
2018 2.83 -4.03 -0.16 0.13 0.17 0.65 3.16 1.55 1.19 -4.57 2.89 -6.19 -2.89%
2019 5.84 3.03 2.09 0.97 -0.97 4.75 0.45 1.70 0.99 0.84 0.55 1.58 +23.92%
2020 1.94 -8.04 -9.93 7.24 2.74 -0.29 3.89 2.53 -1.75 -3.22 6.99 2.06 +2.60%
2021 -1.94 -1.63 4.93 2.97 1.91 0.82 2.68 1.79 -4.53 3.08 -2.01 5.81 +14.20%
2022 -5.54 -1.76 4.57 -4.86 -0.72 -4.37 3.57 -2.96 -6.89 5.79 6.08 -2.02 -9.81%
2023 1.85 -3.58 3.97 2.68 -3.96 3.07 1.31 -1.51 -2.73 -1.42 5.74 2.65 +7.79%
2024 2.18 0.91 2.41 -3.53 2.50 - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 6.02% 6.14% 6.90% 9.99% 13.33%
Sharpe ratio 1.53 3.08 0.49 -0.09 0.14
Best month +2.65% +5.74% +5.74% +6.08% +7.24%
Worst month -3.53% -3.53% -3.96% -6.89% -9.93%
Maximum loss -4.51% -4.51% -6.96% -18.77% -29.25%
Outperformance -2.37% - -14.92% -12.39% -
 
All quotes in USD

Performance

YTD  
+4.42%
6 Months  
+10.67%
1 Year  
+7.21%
3 Years  
+8.84%
5 Years  
+32.12%
10 Years     -
Since start  
+84.95%
Year
2023  
+7.79%
2022
  -9.81%
2021  
+14.20%
2020  
+2.60%
2019  
+23.92%
2018
  -2.89%
2017  
+17.47%
2016  
+7.06%
2015  
+3.88%