AXA Chance Invest B/ DE000A2DU2C6 /
| NAV17.10.2024 | Diff.+0.4200 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 80.0100EUR | +0.53% | thesaurierend | Mischfonds weltweit | AXA IM (DE) ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018 | - | -1.59 | -5.08 | 4.17 | 4.17 | -0.85 | 2.28 | 2.13 | 0.73 | -8.03 | 2.19 | -11.23 | -11.96% |
| 2019 | 10.10 | 4.63 | 1.32 | 4.07 | -4.29 | 2.74 | 2.84 | -1.98 | 2.44 | 0.11 | 3.45 | 1.26 | +29.35% |
| 2020 | 1.02 | -5.42 | -10.66 | 7.75 | 1.72 | 1.07 | 1.66 | 4.46 | -2.15 | -1.47 | 8.16 | 1.78 | +6.58% |
| 2021 | 0.89 | 1.83 | 4.16 | 2.73 | 0.81 | 1.12 | 1.35 | 1.76 | -2.07 | 3.27 | 0.66 | 2.24 | +20.30% |
| 2022 | -4.60 | -1.19 | 2.53 | -3.04 | -2.50 | -5.50 | 7.20 | -1.51 | -5.00 | 3.29 | 0.92 | -5.01 | -14.24% |
| 2023 | 2.54 | -0.50 | -0.09 | -0.25 | 2.38 | 1.31 | 1.94 | -0.31 | -2.37 | -3.26 | 5.28 | 4.05 | +10.88% |
| 2024 | 2.73 | 1.98 | 3.40 | -2.56 | 0.96 | 3.15 | 0.16 | 0.75 | 1.35 | 2.68 | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 6.43% | 6.67% | 6.53% | 8.41% | 9.80% |
| Sharpe Ratio | 2.59 | 2.48 | 2.85 | 0.17 | 0.51 |
| Bester Monat | +4.05% | +3.15% | +5.28% | +7.20% | +8.16% |
| Schlechtester Monat | -2.56% | -2.56% | -3.26% | -5.50% | -10.66% |
| Maximaler Verlust | -4.77% | -4.77% | -4.77% | -16.35% | -24.72% |
| Outperformance | +3.90% | - | +5.99% | - | - |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| AXA Chance Invest A | thesaurierend | 113.3800 | +20.16% | +9.91% | |
| AXA Chance Invest B | thesaurierend | 80.0100 | +21.82% | +14.56% |
Performance
| lfd. Jahr | +15.44% | ||
|---|---|---|---|
| 6 Monate | +9.47% | ||
| 1 Jahr | +21.82% | ||
| 3 Jahre | +14.56% | ||
| 5 Jahre | +48.22% | ||
| 10 Jahre | - | ||
| seit Beginn | +60.28% | ||
| Jahr | |||
| 2023 | +10.88% | ||
| 2022 | -14.24% | ||
| 2021 | +20.30% | ||
| 2020 | +6.58% | ||
| 2019 | +29.35% | ||
| 2018 | -11.96% | ||
