AXA WF - ACT Europe Equity M Cap EUR/ LU0184629748 /
| NAV06/06/2024 | Diferencia+1.4800 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 249.7400EUR | +0.60% | reinvestment | Equity Europe | AXA Fds. Management ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | - | 2.35 | 7.16 | 2.13 | 3.33 | 1.71 | 2.25 | 2.46 | -2.75 | 4.55 | -3.20 | 5.60 | +24.05% |
| 2022 | -2.79 | -3.66 | 1.38 | -0.64 | -1.30 | -7.83 | 9.54 | -4.40 | -5.27 | 6.31 | 5.86 | -4.13 | -8.16% |
| 2023 | 7.43 | 3.02 | -0.86 | 1.27 | -1.28 | 2.19 | 1.24 | -2.00 | -2.56 | -3.74 | 6.89 | 3.54 | +15.44% |
| 2024 | 2.44 | 0.62 | 4.56 | -0.97 | 3.89 | 1.51 | - | - | - | - | - | - | - |
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 8.42% | 7.99% | 9.67% | 14.57% | -% |
| Índice de Sharpe | 3.34 | 3.31 | 1.30 | 0.38 | - |
| El mes mejor | +4.56% | +4.56% | +6.89% | +9.54% | - |
| El mes peor | -0.97% | -0.97% | -3.74% | -7.83% | - |
| Pérdida máxima | -2.96% | -2.96% | -8.87% | -17.20% | - |
| Rendimiento superior | - | - | - | - | - |
Todas las cotizaciones en EUR
Tramos
| Nombre | Tipo de beneficio | Prec. de rescate | Promedio móvil | 3 Años | |
|---|---|---|---|---|---|
| AXA WF - ACT Europe Equity E Cap... | reinvestment | 92.4100 | +13.58% | +21.59% | |
| AXA WF ACT Europe Equity F Capit... | reinvestment | 127.4100 | +15.30% | +27.19% | |
| AXA WF - ACT Europe Equity M Cap... | reinvestment | 249.7400 | +16.28% | +30.43% | |
| AXA WF - ACT Europe Equity M Dis... | paying dividend | 185.9700 | +16.28% | +30.54% | |
| AXA WF ACT Europe Equity A Distr... | paying dividend | 90.4900 | +14.44% | +24.38% | |
| AXA WF ACT Europe Equity A Capit... | reinvestment | 107.1700 | +14.45% | +24.40% |
Performance
| Año hasta la fecha | +12.56% | ||
|---|---|---|---|
| 6 Meses | +14.06% | ||
| Promedio móvil | +16.28% | ||
| 3 Años | +30.43% | ||
| 5 Años | - | ||
| 10 Años | - | ||
| Desde el principio | +48.03% | ||
| Año | |||
| 2023 | +15.44% | ||
| 2022 | -8.16% | ||
| 2021 | +24.05% | ||
