DWS Invest CROCI US Dividends USD IC

ISIN: LU1769942589

Categoria Morningstar: US Large-Cap Value Equity

Società: DWS

This sub-fund promotes environmental and social characteristics and reports as product in accordance with article 8(1) of Regulation (EU) 2019/2088 on sustainability related disclosures in the financial services sector (“SFDR”). The objective of the investment policy of the fund Dividends is to achieve long term capital appreciation by investing predominantly in large cap US equities that are considered undervalued and offer comparatively high and sustainable dividend yield according to the CROCI methodology and the CROCI US Dividends investment strategy.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 2,12 3 anni: 12,09 5 anni: 10,39 Inizio: 13,40 2024: 3,10 2023: 0,92 2022: 7,93 2021: 32,45 2020: -3,91
Rendimento annuo: Categoria 1 anno: 7,59 3 anni: 11,60 5 anni: 9,21 Inizio: - 2024: 4,36 2023: 8,12 2022: -1,57 2021: 34,46 2020: -4,76
Rendimento annuo: Percentile 1 anno: 84,00 3 anni: 61,00 5 anni: 37,00 Inizio:- 2024: 39,00 2023: 89,00 2022: 3,00 2021: 70,00 2020: 38,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 13,50 3 Sharpe Ratio: 0,42 5 Correlazione: 89,31 Beta: 0,78 Alfa: -0,32 Tracking error: 7,26 Info Ratio: -0,28
Fonte: Morningstar. Dati in euros. Categoria: US Large-Cap Value Equity. Data: 2024-02-20
Fonte: Morningstar. Dati in euros. Categoria: US Large-Cap Value Equity. Data: 2024-02-20