AXA WF Global High Yield Bonds E (H) Capitalisation EUR/ LU0189847253 /
| NAV01.10.2024 | Diff.+0.0300 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 84.8200EUR | +0.04% | thesaurierend | Anleihen weltweit | AXA Fds. Management ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2013 | - | - | - | - | - | - | - | - | - | - | 0.30 | 0.47 | - |
| 2014 | 0.59 | 1.47 | 0.29 | 0.39 | 0.65 | 0.73 | -0.69 | 0.56 | -2.09 | 0.74 | -0.24 | -1.45 | +0.88% |
| 2015 | 0.27 | 2.20 | -0.31 | 0.81 | 0.35 | -1.34 | -0.72 | -1.64 | -3.08 | 2.67 | -1.68 | -3.16 | -5.67% |
| 2016 | -2.15 | 0.04 | 3.64 | 2.82 | 0.70 | -0.23 | 1.87 | 1.61 | 0.80 | -0.12 | 0.22 | 1.58 | +11.20% |
| 2017 | 0.82 | 1.29 | -0.36 | 0.87 | 0.49 | -0.22 | 0.64 | -0.28 | 0.40 | 0.21 | -0.35 | -0.09 | +3.47% |
| 2018 | 0.21 | -0.83 | -0.68 | 0.11 | -0.53 | -0.31 | 0.66 | 0.20 | 0.22 | -1.72 | -1.50 | -2.21 | -6.23% |
| 2019 | 3.51 | 1.11 | 0.77 | 1.05 | -1.46 | 1.22 | 0.05 | -0.09 | 0.18 | -0.34 | 0.59 | 1.03 | +7.82% |
| 2020 | -0.29 | -1.59 | -11.57 | 3.80 | 4.14 | 0.57 | 3.13 | 0.80 | -0.57 | 0.22 | 2.89 | 1.02 | +1.56% |
| 2021 | 0.23 | -0.08 | 0.24 | 0.49 | 0.04 | 0.64 | -0.08 | 0.14 | -0.05 | -0.54 | -0.68 | 1.28 | +1.61% |
| 2022 | -2.28 | -1.19 | -0.73 | -3.28 | -0.75 | -6.67 | 5.18 | -2.04 | -4.45 | 2.64 | 1.37 | -0.64 | -12.60% |
| 2023 | 2.91 | -1.43 | 0.69 | 0.63 | -1.01 | 0.87 | 1.03 | 0.04 | -1.11 | -1.52 | 3.77 | 3.15 | +8.13% |
| 2024 | 0.05 | 0.15 | 0.78 | -0.89 | 0.86 | 0.66 | 1.37 | 1.19 | 0.98 | 0.04 | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 2.28% | 2.25% | 3.16% | 4.69% | 5.86% |
| Sharpe Ratio | 1.69 | 2.79 | 2.60 | -0.73 | -0.42 |
| Bester Monat | +3.15% | +1.37% | +3.77% | +5.18% | +5.18% |
| Schlechtester Monat | -0.89% | -0.89% | -1.52% | -6.67% | -11.57% |
| Maximaler Verlust | -1.40% | -1.17% | -1.45% | -15.69% | -19.24% |
| Outperformance | +2.46% | - | +2.59% | -0.91% | -2.62% |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| AXA WF-Gl.H.Y.Bd.I Cap CHF H | thesaurierend | 137.4400 | +10.44% | -0.09% | |
| AXA WF Global High Yield Bonds E... | thesaurierend | 84.8200 | +11.46% | -0.45% | |
| AXA WF-Gl.H.Y.Bd.A Cap CHF H | thesaurierend | 125.5300 | +9.59% | -2.48% | |
| AXA WF-Gl.H.Y.Bd.E Dis EUR H | ausschüttend | 74.1800 | +11.41% | -0.49% | |
| AXA WF-Gl.H.Y.Bd.A Dis HKD H | ausschüttend | 77.4600 | +13.10% | +4.29% | |
| AXA WF-Gl.H.Y.Bd.A Dis SGD H | ausschüttend | 78.6300 | +12.17% | +4.66% | |
| AXA WF-Gl.H.Y.Bd.A Cap SGD H | thesaurierend | 133.1600 | +12.15% | +4.64% | |
| AXA WF Global High Yield Bonds F... | ausschüttend | 30.6200 | +13.01% | +3.58% | |
| AXA WF Global High Yield Bonds F... | ausschüttend | 80.5500 | +15.03% | +10.22% | |
| AXA WF Global High Yield Bonds F... | thesaurierend | 108.0400 | +12.92% | +3.64% | |
| AXA WF Global High Yield Bonds F... | thesaurierend | 192.8100 | +15.03% | +10.23% | |
| AXA WF Global High Yield Bonds I... | thesaurierend | 230.3800 | +13.22% | +4.19% | |
| AXA WF Global High Yield Bonds I... | thesaurierend | 333.3000 | +15.26% | +10.86% | |
| AXA WF Global High Yield Bonds I... | ausschüttend | 76.5800 | +13.22% | +4.19% | |
| AXA WF-Gl.H.Y.Bd.I Dis EUR H | ausschüttend | 80.6100 | +13.24% | +4.22% | |
| AXA WF-Gl.H.Y.Bd.I Dis USD | ausschüttend | 99.5800 | +15.26% | +10.87% | |
| AXA WF-Gl.H.Y.Bd.M Cap EUR H | thesaurierend | 147.4900 | +13.82% | +5.89% | |
| AXA WF-Gl.H.Y.Bd.I Cap GBP H | thesaurierend | 150.1000 | +14.68% | +8.44% | |
| AXA WF Global High Yield Bonds A... | thesaurierend | 170.6000 | +14.35% | +8.27% | |
| AXA WF Global High Yield Bonds A... | ausschüttend | 68.8500 | +14.35% | +8.27% | |
| AXA WF-Gl.H.Y.Bd.A Dis USD | ausschüttend | 82.7300 | +14.35% | +8.27% | |
| AXA WF-Gl.H.Y.Bd.A Cap EUR | thesaurierend | 120.1900 | +8.37% | +13.35% | |
| AXA WF-Gl.H.Y.Bd.A Dis EUR | ausschüttend | 107.1700 | +8.37% | +13.35% | |
| AXA WF Global High Yield Bonds A... | ausschüttend | 23.4700 | +12.33% | +1.77% | |
| AXA WF Global High Yield Bonds A... | thesaurierend | 95.7400 | +12.31% | +1.87% |
Performance
| lfd. Jahr | +5.29% | ||
|---|---|---|---|
| 6 Monate | +4.65% | ||
| 1 Jahr | +11.46% | ||
| 3 Jahre | -0.45% | ||
| 5 Jahre | +4.04% | ||
| 10 Jahre | +11.30% | ||
| seit Beginn | +16.70% | ||
| Jahr | |||
| 2023 | +8.13% | ||
| 2022 | -12.60% | ||
| 2021 | +1.61% | ||
| 2020 | +1.56% | ||
| 2019 | +7.82% | ||
| 2018 | -6.23% | ||
| 2017 | +3.47% | ||
| 2016 | +11.20% | ||
| 2015 | -5.67% | ||
