Xtrackers MSCI World Energy UE 1C/  IE00BM67HM91  /

Fonds
NAV8/10/2022 Chg.+0.3496 Type of yield Investment Focus Investment company
40.1018USD +0.88% reinvestment Equity Worldwide DWS Investment SA 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2016 - - - 8.47 -2.23 4.26 -2.07 0.63 2.89 -1.91 5.61 3.63 -
2017 -3.01 -2.12 0.14 -2.29 -1.36 -1.35 3.59 -3.39 8.95 0.34 1.54 4.66 +5.09%
2018 2.85 -9.15 1.26 9.42 1.76 1.26 1.43 -3.48 2.95 -10.11 -3.54 -10.00 -16.10%
2019 10.75 2.65 1.08 0.38 -8.30 6.97 -2.79 -7.33 4.63 -1.62 1.32 5.36 +12.00%
2020 -9.09 -13.96 -29.39 16.23 1.47 -1.03 -3.72 2.85 -14.99 -5.31 29.16 3.73 -31.15%
2021 2.93 15.78 2.32 0.37 5.25 2.96 -6.22 -1.17 9.42 8.05 -6.86 3.88 +40.61%
2022 15.49 5.07 7.76 -1.48 13.39 -15.02 6.88 -4.05 - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 31.47% 32.33% 28.15% 36.30% 29.79%
Sharpe ratio 1.60 0.46 1.48 0.27 0.18
Best month +15.49% +13.39% +15.49% +29.16% +29.16%
Worst month -15.02% -15.02% -15.02% -29.39% -29.39%
Maximum loss -25.09% -25.09% -25.09% -59.51% -64.69%
Outperformance +6.48% - +17.15% +8.37% +9.20%
 
All quotes in USD

Performance

YTD  
+27.32%
6 Months  
+7.21%
1 Year  
+42.04%
3 Years  
+33.72%
5 Years  
+30.61%
Since start  
+49.82%
Year
2021  
+40.61%
2020
  -31.15%
2019  
+12.00%
2018
  -16.10%
2017  
+5.09%