Xtrackers MSCI World Momentum UE 1C/ IE00BL25JP72 /
| NAV2/24/2021 | Chg.+0.0503 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 50.8975USD | +0.10% | reinvestment | Equity Worldwide | DWS Investment SA ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2017 | - | - | - | - | - | - | - | - | 2.54 | 4.55 | 1.87 | 0.86 | - |
| 2018 | 7.43 | -1.62 | -3.35 | 1.45 | 2.85 | -0.37 | 2.21 | 4.50 | 0.96 | -9.88 | 1.43 | -8.30 | -4.02% |
| 2019 | 7.42 | 3.67 | 2.58 | 3.20 | -3.64 | 6.31 | 1.00 | 0.06 | -0.82 | 1.23 | 2.58 | 2.45 | +28.79% |
| 2020 | 2.62 | -7.18 | -10.22 | 10.12 | 5.74 | 4.60 | 6.66 | 6.60 | -2.23 | -3.56 | 9.86 | 4.30 | +27.96% |
| 2021 | 0.80 | 2.31 | - | - | - | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 18.22% | 19.32% | 29.80% | 20.54% | -% |
| Sharpe ratio | 1.28 | 1.51 | 0.94 | 0.75 | - |
| Best month | +4.30% | +9.86% | +10.12% | +10.12% | - |
| Worst month | +0.80% | -3.56% | -10.22% | -10.22% | - |
| Maximum loss | -5.13% | -8.56% | -28.85% | -31.48% | - |
| Outperformance | +10.89% | - | +10.62% | +27.80% | - |
All quotes in USD
Performance
| YTD | +3.13% | ||
|---|---|---|---|
| 6 Months | +13.56% | ||
| 1 Year | +27.61% | ||
| 3 Years | +51.81% | ||
| 5 Years | - | ||
| Since start | +83.13% | ||
| Year | |||
| 2020 | +27.96% | ||
| 2019 | +28.79% | ||
| 2018 | -4.02% | ||