AXA WF ROBOTECH F Cap GBP/ LU1529781202 /
| NAV31.10.2024 | Diff.-2.3500 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 232.7500GBP | -1.00% | thesaurierend | Aktien weltweit | AXA Fds. Management ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2017 | - | - | 3.48 | -1.56 | 5.02 | -1.88 | 2.78 | 4.93 | -1.08 | 6.84 | 0.67 | -0.92 | - |
| 2018 | 3.19 | -1.59 | -4.47 | -0.06 | 6.42 | -1.95 | 2.49 | 4.72 | -1.62 | -9.72 | 2.98 | -9.28 | -9.90% |
| 2019 | 6.06 | 4.42 | 4.33 | 8.42 | -9.88 | 9.41 | 2.76 | -2.53 | 2.12 | -2.13 | 5.55 | 1.76 | +32.78% |
| 2020 | -2.46 | -3.57 | -6.87 | 13.31 | 10.74 | 5.02 | 1.67 | 3.97 | 2.01 | -1.49 | 10.04 | 4.30 | +40.73% |
| 2021 | 0.76 | -1.20 | -0.22 | 2.21 | -2.94 | 6.00 | 1.68 | 3.33 | -2.90 | 4.81 | 4.10 | 1.49 | +18.01% |
| 2022 | -13.44 | -2.90 | 2.29 | -6.93 | -4.77 | -8.44 | 14.16 | -2.95 | -6.86 | 2.59 | 6.88 | -7.93 | -27.32% |
| 2023 | 10.11 | 0.49 | 3.50 | -5.32 | 5.19 | 4.04 | -0.02 | -5.02 | -3.18 | -7.15 | 9.10 | 8.13 | +19.50% |
| 2024 | 0.07 | 7.52 | 3.01 | -3.81 | 3.23 | 3.51 | -4.73 | -0.81 | -0.68 | 2.99 | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 20.30% | 20.70% | 19.46% | 23.15% | 24.32% |
| Sharpe Ratio | 0.46 | 0.17 | 1.38 | -0.16 | 0.34 |
| Bester Monat | +8.13% | +3.51% | +9.10% | +14.16% | +14.16% |
| Schlechtester Monat | -4.73% | -4.73% | -7.15% | -13.44% | -13.44% |
| Maximaler Verlust | -15.12% | -15.12% | -15.12% | -34.05% | -34.05% |
| Outperformance | -2.46% | - | -4.99% | -3.30% | - |
Alle Kurse in GBP
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| AXA WF ROBOTECH G Cap CHF H | thesaurierend | 172.2500 | +32.45% | -17.23% | |
| AXA WF ROBOTECH F Cap CHF | thesaurierend | 176.1000 | +30.76% | -12.30% | |
| AXA WF ROBOTECH F Cap CHF H | thesaurierend | 134.9500 | +31.80% | -18.41% | |
| AXA WF Robotech ZF (H) Capitalis... | thesaurierend | 148.7800 | +32.15% | -17.82% | |
| AXA WF Robotech ZF Capitalisatio... | thesaurierend | 155.4000 | +31.10% | -11.64% | |
| AXA WF Robotech BR (Hedged to BR... | thesaurierend | 129.2800 | +23.58% | +7.35% | |
| AXA WF ROBOTECH E Cap EUR | thesaurierend | 212.7100 | +32.00% | -5.40% | |
| AXA WF ROBOTECH A Cap CHF | thesaurierend | 182.7300 | +29.79% | -14.25% | |
| AXA WF ROBOTECH U Cap USD | thesaurierend | 167.2200 | +36.60% | -9.29% | |
| AXA WF ROBOTECH A Cap CHF H | thesaurierend | 153.9800 | +30.78% | -20.28% | |
| AXA WF ROBOTECH E Cap EUR H | thesaurierend | 153.1900 | +32.68% | -18.99% | |
| AXA WF ROBOTECH F Cap EUR | thesaurierend | 217.6800 | +33.99% | -1.05% | |
| AXA WF ROBOTECH F Cap GBP | thesaurierend | 232.7500 | +29.90% | -1.79% | |
| AXA WF ROBOTECH F Dis GBP | ausschüttend | 226.7800 | +29.89% | -1.79% | |
| AXA WF ROBOTECH I Cap GBP | thesaurierend | 251.3100 | +30.21% | -1.08% | |
| AXA WF ROBOTECH F Cap USD | thesaurierend | 255.8500 | +37.62% | -7.24% | |
| AXA WF ROBOTECH F Dis EUR | ausschüttend | 222.7600 | +34.00% | -1.04% | |
| AXA WF ROBOTECH G Cap EUR H | thesaurierend | 179.6900 | +35.39% | -14.00% | |
| AXA WF ROBOTECH F Cap EUR H | thesaurierend | 155.2800 | +34.73% | -15.26% | |
| AXA WF ROBOTECH I Cap EUR | thesaurierend | 250.6300 | +34.31% | -0.34% | |
| AXA WF ROBOTECH I Cap USD | thesaurierend | 260.7100 | +37.96% | -6.57% | |
| AXA WF ROBOTECH G Cap USD | thesaurierend | 266.0300 | +38.31% | -5.84% | |
| AXA WF ROBOTECH ZF Cap EUR | thesaurierend | 183.2200 | +34.33% | -0.31% | |
| AXA WF Robotech ZF Distribution ... | ausschüttend | 187.4400 | +34.33% | -0.31% | |
| AXA WF Robotech ZF Capitalisatio... | thesaurierend | 179.8500 | +37.96% | -6.55% | |
| AXA WF Robotech ZF (H) Capitalis... | thesaurierend | 156.4000 | +35.06% | -14.67% | |
| AXA WF Robotech ZF (H) Capitalis... | thesaurierend | 158.0400 | +36.54% | -11.56% | |
| AXA WF Robotech ZF Distribution ... | ausschüttend | 175.7900 | +30.21% | -1.05% | |
| AXA WF Robotech ZF Capitalisatio... | thesaurierend | 175.1100 | +30.22% | -1.06% | |
| AXA WF ROBOTECH A Dis EUR | ausschüttend | 212.8900 | +32.99% | -3.25% | |
| AXA WF ROBOTECH A Dis USD | ausschüttend | 197.5900 | +36.60% | -9.30% | |
| AXA WF ROBOTECH A Cap EUR | thesaurierend | 225.4500 | +32.99% | -3.25% | |
| AXA WF ROBOTECH A Cap USD | thesaurierend | 227.4700 | +36.59% | -9.30% | |
| AXA WF ROBOTECH A Cap EUR H | thesaurierend | 161.9900 | +33.80% | -17.00% | |
| AXA WF Robotech N Capitalisation... | thesaurierend | 124.6800 | +35.51% | - |
Performance
| lfd. Jahr | +10.11% | ||
|---|---|---|---|
| 6 Monate | +3.28% | ||
| 1 Jahr | +29.90% | ||
| 3 Jahre | -1.79% | ||
| 5 Jahre | +70.59% | ||
| 10 Jahre | - | ||
| seit Beginn | +132.75% | ||
| Jahr | |||
| 2023 | +19.50% | ||
| 2022 | -27.32% | ||
| 2021 | +18.01% | ||
| 2020 | +40.73% | ||
| 2019 | +32.78% | ||
| 2018 | -9.90% | ||
