AXA WF-ACT Green Bonds F Cap CHF H/ LU1388908649 /
| NAV31.10.2024 | Diff.-0.0700 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 88.3500CHF | -0.08% | thesaurierend | Anleihen weltweit | AXA Fds. Management ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2016 | - | - | - | - | - | - | - | - | - | - | - | -0.06 | - |
| 2017 | -0.67 | 0.63 | -0.40 | 0.58 | 0.45 | -0.72 | 0.20 | 0.53 | -0.62 | 0.48 | -0.14 | -0.53 | -0.23% |
| 2018 | -1.08 | -0.13 | 0.35 | -0.47 | -0.14 | 0.02 | -0.22 | 0.11 | -0.82 | -0.21 | 0.06 | 0.50 | -2.02% |
| 2019 | 0.88 | 0.07 | 1.72 | 0.28 | 0.92 | 1.86 | 1.17 | 1.99 | -1.09 | -0.74 | -0.42 | -0.68 | +6.04% |
| 2020 | 1.82 | 0.88 | -4.75 | 2.59 | 0.39 | 1.51 | 1.13 | -0.41 | 0.59 | 0.46 | 0.69 | 0.41 | +5.23% |
| 2021 | -0.68 | -1.94 | -0.17 | -0.11 | -0.10 | 0.58 | 1.35 | -0.42 | -0.96 | -0.62 | 0.65 | -0.50 | -2.94% |
| 2022 | -2.32 | -2.79 | -1.94 | -4.15 | -1.65 | -4.39 | 4.47 | -4.53 | -4.82 | -0.74 | 4.16 | -2.64 | -19.80% |
| 2023 | 2.70 | -2.33 | 1.40 | 0.34 | -0.50 | -0.20 | 0.13 | -0.31 | -2.60 | -0.58 | 3.56 | 3.43 | +4.93% |
| 2024 | -0.59 | -1.24 | 1.07 | -1.85 | 0.09 | 0.36 | 1.88 | 0.16 | 0.99 | -1.20 | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 4.15% | 4.01% | 4.59% | 5.98% | 5.21% |
| Sharpe Ratio | -0.85 | 0.38 | 0.79 | -1.47 | -1.21 |
| Bester Monat | +3.43% | +1.88% | +3.56% | +4.47% | +4.47% |
| Schlechtester Monat | -1.85% | -1.85% | -1.85% | -4.82% | -4.82% |
| Maximaler Verlust | -2.61% | -1.64% | -3.56% | -23.02% | -24.39% |
| Outperformance | -2.44% | - | -4.02% | +6.07% | - |
Alle Kurse in CHF
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| AXA WF-ACT Green Bonds F Cap CHF... | thesaurierend | 88.3500 | +6.70% | -16.24% | |
| AXA WF-ACT Green Bonds I Cap SEK | thesaurierend | 88.9300 | +9.59% | -11.12% | |
| AXA WF-ACT Green Bonds M Dis AUD... | ausschüttend | 93.2800 | +10.71% | - | |
| AXA WF ACT Green Bonds E Capital... | thesaurierend | 89.8500 | +8.78% | -14.00% | |
| AXA WF ACT Green Bonds F Capital... | thesaurierend | 95.7300 | +9.64% | -11.92% | |
| AXA WF ACT Green Bonds I Capital... | thesaurierend | 97.8500 | +9.85% | -11.46% | |
| AXA WF ACT Green Bonds I (H) Cap... | thesaurierend | 116.4300 | +11.72% | -6.12% | |
| AXA WF ACT Green Bonds I Distrib... | ausschüttend | 90.3200 | +9.84% | -11.46% | |
| AXA WF ACT Green Bonds M Capital... | thesaurierend | 101.3500 | +10.25% | -10.47% | |
| AXA WF-ACT Green Bonds F Cap USD... | thesaurierend | 111.5500 | +11.58% | -6.56% | |
| AXA WF-ACT Green Bonds G Cap EUR | thesaurierend | 91.3300 | +9.98% | -11.11% | |
| AXA WF ACT Green Bonds ZI Distri... | ausschüttend | 1'046.2700 | +10.13% | - | |
| AXA WF ACT Green Bonds A Capital... | thesaurierend | 94.0000 | +9.33% | -12.70% | |
| AXA WF-ACT Green Bonds A Dis EUR | ausschüttend | 85.8200 | +9.32% | -12.70% |
Performance
| lfd. Jahr | -0.38% | ||
|---|---|---|---|
| 6 Monate | +2.28% | ||
| 1 Jahr | +6.70% | ||
| 3 Jahre | -16.24% | ||
| 5 Jahre | -15.31% | ||
| 10 Jahre | - | ||
| seit Beginn | -11.65% | ||
| Jahr | |||
| 2023 | +4.93% | ||
| 2022 | -19.80% | ||
| 2021 | -2.94% | ||
| 2020 | +5.23% | ||
| 2019 | +6.04% | ||
| 2018 | -2.02% | ||
| 2017 | -0.23% | ||
