DWS Strategic ESG Allocation Dynamic LC

Qualification
Ragione del Rating:
  • -Buona relazione rischio/rendimento

ISIN: LU1740985731

Categoria Morningstar: EUR Aggressive Allocation - Global

Società: DWS

This sub-fund promotes environmental and social characteristics and qualifies as product in accordance with article 8(1) of Regulation (EU) 2019/2088 on sustainability-related disclosures in the financial services sector. The objective of the investment policy of the sub-fund is to achieve a positive mid- to long-term investment performance taking into account the opportunities and risks of the international capital markets. The sub-fund is actively managed and is not managed in reference to a benchmark.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 16,20 3 anni: 4,94 5 anni: 7,80 Inizio: 6,32 2024: 8,09 2023: 13,24 2022: -15,11 2021: 19,52 2020: 5,95
Rendimento annuo: Categoria 1 anno: 14,05 3 anni: 3,54 5 anni: 6,06 Inizio: - 2024: 7,44 2023: 10,91 2022: -14,42 2021: 16,02 2020: 4,01
Rendimento annuo: Percentile 1 anno: 23,00 3 anni: 26,00 5 anni: 16,00 Inizio:- 2024: 29,00 2023: 25,00 2022: 56,00 2021: 27,00 2020: 33,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 11,18 3 Sharpe Ratio: 0,30 5 Correlazione: 96,97 Beta: 0,94 Alfa: -1,78 Tracking error: 2,79 Info Ratio: -0,77
Fonte: Morningstar. Dati in euros. Categoria: EUR Aggressive Allocation - Global. Data: 2024-05-24
Fonte: Morningstar. Dati in euros. Categoria: EUR Aggressive Allocation - Global. Data: 2024-05-24