Xtrackers Portfolio UE 1C/  LU0397221945  /

Fonds
NAV7/19/2018 Chg.-0.1248 Type of yield Investment Focus Investment company
215.6616EUR -0.06% reinvestment Mixed Fund Worldwide Xtrackers 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2008 - - - - - - - - - - - -1.72 -
2009 0.16 -3.41 2.42 9.43 4.44 0.31 6.30 3.89 2.89 -1.67 0.86 3.45 +32.42%
2010 -0.94 1.07 4.71 0.74 -1.89 0.04 1.88 0.69 1.43 1.04 -0.38 2.97 +11.80%
2011 -1.28 0.65 -0.45 0.81 0.95 -1.53 -0.47 -5.46 -2.39 3.90 -2.00 1.97 -5.48%
2012 3.84 2.53 -0.03 -0.10 -2.02 1.41 3.66 0.13 1.60 0.58 0.90 0.86 +14.03%
2013 0.49 0.69 1.87 1.13 -0.42 -3.55 1.43 -0.70 3.24 2.05 -0.04 -0.35 +5.83%
2014 -0.39 2.30 0.99 0.60 2.76 1.12 0.81 2.74 -0.50 0.31 2.00 0.62 +14.12%
2015 4.37 3.03 1.78 -0.57 0.16 -2.98 0.14 -4.69 -1.92 5.29 2.14 -3.23 +3.02%
2016 -8.22 5.28 2.50 0.65 0.99 -0.67 3.05 0.92 -0.01 -0.35 0.79 2.21 +6.74%
2017 0.04 2.91 0.66 0.58 -0.20 -0.95 0.14 0.03 1.79 2.28 -1.01 0.73 +7.14%
2018 0.46 -1.71 -1.29 2.10 0.72 -0.75 1.22 - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 6.49% 6.67% 5.94% 8.72% 7.90%
Sharpe ratio 0.25 -0.22 0.62 0.41 0.92
Best month +2.10% +2.10% +2.28% +5.29% +5.29%
Worst month -1.71% -1.71% -1.71% -8.22% -8.22%
Maximum loss -5.43% -5.43% -5.43% -12.79% -16.65%
Outperformance - - - - -
 
All quotes in EUR

Performance

YTD  
+0.70%
6 Months
  -0.91%
1 Year  
+3.36%
3 Years  
+10.15%
5 Years  
+40.05%
Since start  
+126.75%
Year
2017  
+7.14%
2016  
+6.74%
2015  
+3.02%
2014  
+14.12%
2013  
+5.83%
2012  
+14.03%
2011
  -5.48%
2010  
+11.80%
2009  
+32.42%