DWS Invest - Short Duration Income FC

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

ISIN: LU2220514017

Categoria Morningstar: Global Bond - EUR Hedged

Società: DWS

This sub-fund promotes environmental and 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 is to generate an above-average return for the sub-fund. The sub-fund may acquire interest-bearing securities, convertible bonds and warrant-linked bonds, participation and dividend right certificates, money markets instruments and liquid assets. At least 70% of the sub-fund’s assets are invested in interest-bearing securities having maturities classified as short-term. “Short term” relates to a term to maturity or fixed-rate term of investments ranging between zero and three years.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 6,37 3 anni: 0,89 5 anni: 1,11 Inizio: 0,75 2024: 3,44 2023: 5,18 2022: -4,84 2021: -0,88 2020: 2,93
Rendimento annuo: Categoria 1 anno: 8,68 3 anni: -2,26 5 anni: -1,20 Inizio: - 2024: 2,94 2023: 4,47 2022: -12,95 2021: -1,49 2020: 3,51
Rendimento annuo: Percentile 1 anno: 86,00 3 anni: 3,00 5 anni: 1,00 Inizio:- 2024: 21,00 2023: 33,00 2022: 4,00 2021: 16,00 2020: 60,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 2,54 3 Sharpe Ratio: -0,43 5 Correlazione: 78,24 Beta: 0,30 Alfa: 0,39 Tracking error: 4,47 Info Ratio: 0,84
Fonte: Morningstar. Dati in euros. Categoria: Global Bond - EUR Hedged. Data: 2024-10-02
Fonte: Morningstar. Dati in euros. Categoria: Global Bond - EUR Hedged. Data: 2024-10-02