AXA IM ACT Climate Equity UCITS ETF USD acc/ IE000Z8BHG02 /
| NAV22/08/2024 | Chg.-0.0744 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 14.4177USD | -0.51% | reinvestment | Equity Worldwide | AXA Inv. Managers ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | - | - | - | - | - | - | - | - | - | 6.17 | 10.38 | -4.06 | - |
| 2023 | 9.08 | -2.06 | 2.44 | -1.23 | 0.83 | 5.45 | 3.76 | -4.22 | -5.43 | -4.91 | 9.72 | 5.59 | +18.97% |
| 2024 | 0.08 | 4.38 | 3.04 | -5.41 | 3.56 | 1.61 | 1.01 | 0.69 | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 12.17% | 12.74% | 12.10% | -% | -% |
| Sharpe ratio | 0.89 | 0.52 | 1.11 | - | - |
| Best month | +5.59% | +4.38% | +9.72% | - | - |
| Worst month | -5.41% | -5.41% | -5.43% | - | - |
| Maximum loss | -9.34% | -9.34% | -10.93% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in USD
Share classes
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| AXA IM ACT Climate Equity UCITS ... | reinvestment | 14.0227 | +14.47% | - | |
| AXA IM ACT Climate Equity UCITS ... | reinvestment | 14.4177 | +16.93% | - |
Performance
| YTD | +8.98% | ||
|---|---|---|---|
| 6 Months | +4.93% | ||
| 1 Year | +16.93% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +44.18% | ||
| Year | |||
| 2023 | +18.97% | ||
