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 2023 2022 2021 2020 2019
Rendimento annuo: Fondo 1 anno: 2,98 3 anni: 6,56 5 anni: 5,50 Inizio: 5,04 2023: 8,16 2022: -15,11 2021: 19,52 2020: 5,95 2019: 22,05
Rendimento annuo: Categoria 1 anno: -0,15 3 anni: 5,14 5 anni: 3,27 Inizio: - 2023: 6,27 2022: -14,42 2021: 16,02 2020: 4,01 2019: 18,67
Rendimento annuo: Percentile 1 anno: 23,00 3 anni: 25,00 5 anni: 14,00 Inizio:- 2023: 24,00 2022: 56,00 2021: 27,00 2020: 33,00 2019: 24,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 11,69 3 Sharpe Ratio: 0,65 5 Correlazione: 96,26 Beta: 0,93 Alfa: -1,13 Tracking error: 3,29 Info Ratio: -0,58
Fonte: Morningstar. Dati in euros. Categoria: EUR Aggressive Allocation - Global. Data: 2023-06-06
Fonte: Morningstar. Dati in euros. Categoria: EUR Aggressive Allocation - Global. Data: 2023-06-06