AXA WF ROBOTECH A Dis EUR/ LU1529780493 /
| NAV01.10.2024 | Diff.-2.3600 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 207.5700EUR | -1.12% | ausschüttend | Aktien weltweit | AXA Fds. Management ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2017 | - | - | - | -0.03 | 1.42 | -2.73 | 0.86 | 1.63 | 3.52 | 7.24 | 0.20 | -1.75 | - |
| 2018 | 4.50 | -2.67 | -3.61 | -0.16 | 6.33 | -2.79 | 1.56 | 4.28 | -1.19 | -9.37 | 2.83 | -10.75 | -11.95% |
| 2019 | 9.55 | 6.32 | 3.59 | 8.20 | -12.11 | 8.04 | 1.06 | -2.06 | 4.32 | 0.36 | 6.68 | 1.46 | +39.06% |
| 2020 | -0.93 | -5.79 | -9.56 | 15.40 | 6.82 | 3.88 | 2.51 | 4.90 | 0.31 | -0.87 | 10.57 | 3.33 | +32.05% |
| 2021 | 2.87 | 0.63 | 1.62 | 0.08 | -1.85 | 6.03 | 2.28 | 2.68 | -3.16 | 6.64 | 3.23 | 2.79 | +26.09% |
| 2022 | -13.08 | -3.13 | 1.26 | -7.03 | -5.35 | -9.65 | 17.21 | -5.95 | -8.34 | 4.81 | 6.05 | -10.34 | -31.74% |
| 2023 | 10.66 | 1.15 | 3.12 | -5.34 | 7.35 | 4.22 | 0.05 | -5.04 | -4.46 | -7.59 | 10.19 | 7.48 | +21.45% |
| 2024 | 1.59 | 7.14 | 3.01 | -3.75 | 3.33 | 4.03 | -4.20 | -0.84 | 0.47 | -1.12 | - | - | - |
Einzelne Monate: Ausschüttungen nicht berücksichtigt
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 21.11% | 22.14% | 19.95% | 23.33% | 24.63% |
| Sharpe Ratio | 0.46 | -0.26 | 0.77 | -0.10 | 0.30 |
| Bester Monat | +7.48% | +4.03% | +10.19% | +17.21% | +17.21% |
| Schlechtester Monat | -4.20% | -4.20% | -7.59% | -13.08% | -13.08% |
| Maximaler Verlust | -16.99% | -16.99% | -16.99% | -35.13% | -35.13% |
| Outperformance | -3.13% | - | -6.98% | -10.74% | - |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| AXA WF ROBOTECH F Cap CHF | thesaurierend | 171.1200 | +15.96% | -8.85% | |
| AXA WF ROBOTECH F Cap CHF H | thesaurierend | 134.6700 | +20.79% | -11.56% | |
| AXA WF Robotech ZF (H) Capitalis... | thesaurierend | 148.4200 | +21.10% | -10.93% | |
| AXA WF Robotech ZF Capitalisatio... | thesaurierend | 150.9800 | +16.25% | -8.16% | |
| AXA WF Robotech BR (Hedged to BR... | thesaurierend | 135.6500 | +20.58% | +16.45% | |
| AXA WF ROBOTECH E Cap EUR | thesaurierend | 207.5200 | +17.74% | +0.37% | |
| AXA WF ROBOTECH G Cap CHF H | thesaurierend | 171.8200 | +21.38% | -10.27% | |
| AXA WF ROBOTECH A Cap CHF | thesaurierend | 177.6800 | +15.10% | -10.87% | |
| AXA WF ROBOTECH U Cap USD | thesaurierend | 166.3400 | +25.16% | -1.95% | |
| AXA WF ROBOTECH A Cap CHF H | thesaurierend | 153.7400 | +19.85% | -13.59% | |
| AXA WF ROBOTECH E Cap EUR H | thesaurierend | 152.7300 | +21.55% | -12.35% | |
| AXA WF ROBOTECH F Cap EUR | thesaurierend | 212.1100 | +19.51% | +4.99% | |
| AXA WF ROBOTECH F Cap GBP | thesaurierend | 223.8800 | +15.03% | +2.18% | |
| AXA WF ROBOTECH F Dis GBP | ausschüttend | 218.1300 | +15.03% | +2.17% | |
| AXA WF ROBOTECH I Cap GBP | thesaurierend | 241.6800 | +15.31% | +2.91% | |
| AXA WF ROBOTECH F Cap USD | thesaurierend | 254.3500 | +26.10% | +0.28% | |
| AXA WF ROBOTECH F Dis EUR | ausschüttend | 217.0500 | +19.51% | +4.99% | |
| AXA WF ROBOTECH F Cap EUR H | thesaurierend | 154.6000 | +23.41% | -8.33% | |
| AXA WF ROBOTECH I Cap EUR | thesaurierend | 244.1700 | +19.79% | +5.74% | |
| AXA WF ROBOTECH I Cap USD | thesaurierend | 259.1300 | +26.40% | +1.00% | |
| AXA WF ROBOTECH ZF Cap EUR | thesaurierend | 178.4900 | +19.80% | +5.77% | |
| AXA WF Robotech ZF Distribution ... | ausschüttend | 182.6100 | +19.81% | +5.78% | |
| AXA WF Robotech ZF Capitalisatio... | thesaurierend | 178.7600 | +26.41% | +1.02% | |
| AXA WF Robotech ZF (H) Capitalis... | thesaurierend | 155.6900 | +23.71% | -7.68% | |
| AXA WF Robotech ZF (H) Capitalis... | thesaurierend | 157.1400 | +25.04% | -4.35% | |
| AXA WF Robotech ZF Distribution ... | ausschüttend | 169.0600 | +15.32% | +2.95% | |
| AXA WF Robotech ZF Capitalisatio... | thesaurierend | 168.4000 | +15.32% | +2.94% | |
| AXA WF ROBOTECH G Cap EUR H | thesaurierend | 178.8300 | +24.02% | -6.96% | |
| AXA WF ROBOTECH G Cap USD | thesaurierend | 264.3600 | +26.74% | +1.79% | |
| AXA WF ROBOTECH A Dis EUR | ausschüttend | 207.5700 | +18.62% | +2.66% | |
| AXA WF ROBOTECH A Dis USD | ausschüttend | 196.5500 | +25.16% | -1.95% | |
| AXA WF ROBOTECH A Cap EUR | thesaurierend | 219.8100 | +18.62% | +2.65% | |
| AXA WF ROBOTECH A Cap USD | thesaurierend | 226.2800 | +25.17% | -1.95% | |
| AXA WF ROBOTECH A Cap EUR H | thesaurierend | 161.3800 | +22.57% | -10.21% | |
| AXA WF Robotech N Capitalisation... | thesaurierend | 124.1100 | +24.17% | - |
Performance
| lfd. Jahr | +9.48% | ||
|---|---|---|---|
| 6 Monate | -1.20% | ||
| 1 Jahr | +18.62% | ||
| 3 Jahre | +2.66% | ||
| 5 Jahre | +66.70% | ||
| 10 Jahre | - | ||
| seit Beginn | +107.57% | ||
| Jahr | |||
| 2023 | +21.45% | ||
| 2022 | -31.74% | ||
| 2021 | +26.09% | ||
| 2020 | +32.05% | ||
| 2019 | +39.06% | ||
| 2018 | -11.95% | ||
