AXA WF ROBOTECH I Cap GBP/ LU1529782192 /
| NAV19.07.2024 | Diff.-0.8400 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 250.7000GBP | -0.33% | thesaurierend | Aktien weltweit | AXA Fds. Management ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2017 | 4.52 | 4.58 | 3.50 | -1.54 | 5.04 | -1.86 | 2.81 | 4.94 | -1.06 | 6.86 | 0.70 | -0.91 | +30.70% |
| 2018 | 3.21 | -1.58 | -4.45 | -0.04 | 6.43 | -1.93 | 2.52 | 4.75 | -1.61 | -9.70 | 3.00 | -9.27 | -9.69% |
| 2019 | 6.08 | 4.44 | 4.35 | 8.44 | -9.87 | 9.44 | 2.79 | -2.52 | 2.14 | -2.11 | 5.56 | 1.78 | +33.11% |
| 2020 | -2.44 | -3.55 | -6.86 | 13.33 | 10.76 | 5.04 | 1.69 | 3.99 | 2.02 | -1.46 | 10.06 | 4.33 | +41.06% |
| 2021 | 0.78 | -1.18 | -0.20 | 2.23 | -2.92 | 6.02 | 1.70 | 3.35 | -2.88 | 4.84 | 4.11 | 1.52 | +18.29% |
| 2022 | -13.42 | -2.88 | 2.31 | -6.91 | -4.75 | -8.42 | 14.18 | -2.93 | -6.83 | 2.61 | 6.90 | -7.91 | -27.15% |
| 2023 | 10.13 | 0.52 | 3.52 | -5.30 | 5.20 | 4.06 | 0.00 | -5.00 | -3.17 | -7.12 | 9.12 | 8.15 | +19.79% |
| 2024 | 0.09 | 7.54 | 3.03 | -3.79 | 3.25 | 3.52 | -3.50 | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 17.94% | 16.96% | 17.26% | 22.29% | 24.08% |
| Sharpe Ratio | 0.88 | 0.80 | 0.34 | 0.00 | 0.32 |
| Bester Monat | +8.15% | +7.54% | +9.12% | +14.18% | +14.18% |
| Schlechtester Monat | -3.79% | -3.79% | -7.12% | -13.42% | -13.42% |
| Maximaler Verlust | -7.58% | -7.58% | -16.78% | -33.96% | -33.96% |
| Outperformance | -2.93% | - | -5.37% | -5.36% | - |
Alle Kurse in GBP
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| AXA WF ROBOTECH E Cap EUR | thesaurierend | 213.5700 | +10.84% | +8.16% | |
| AXA WF ROBOTECH G Cap CHF H | thesaurierend | 174.3300 | +5.12% | -6.23% | |
| AXA WF ROBOTECH A Cap CHF | thesaurierend | 188.7100 | +12.35% | -1.24% | |
| AXA WF ROBOTECH U Cap USD | thesaurierend | 168.0600 | +8.68% | +2.05% | |
| AXA WF ROBOTECH F Cap CHF | thesaurierend | 181.4800 | +13.20% | +1.02% | |
| AXA WF ROBOTECH A Cap CHF H | thesaurierend | 156.3800 | +3.80% | -9.71% | |
| AXA WF ROBOTECH E Cap EUR H | thesaurierend | 155.1100 | +5.41% | -8.66% | |
| AXA WF ROBOTECH F Cap CHF H | thesaurierend | 136.7800 | +4.60% | -7.58% | |
| AXA WF Robotech ZF (H) Capitalis... | thesaurierend | 150.6700 | +4.87% | -6.92% | |
| AXA WF Robotech ZF Capitalisatio... | thesaurierend | 160.0400 | +13.48% | +1.78% | |
| AXA WF Robotech BR (Hedged to BR... | thesaurierend | 134.0700 | -1.99% | +15.58% | |
| AXA WF ROBOTECH F Cap EUR | thesaurierend | 217.6500 | +12.53% | +13.15% | |
| AXA WF ROBOTECH F Cap GBP | thesaurierend | 232.3400 | +9.25% | +10.47% | |
| AXA WF ROBOTECH F Dis GBP | ausschüttend | 226.3800 | +9.25% | +10.47% | |
| AXA WF ROBOTECH I Cap GBP | thesaurierend | 250.7000 | +9.51% | +11.27% | |
| AXA WF ROBOTECH F Cap USD | thesaurierend | 256.6000 | +9.50% | +4.38% | |
| AXA WF ROBOTECH F Dis EUR | ausschüttend | 222.7100 | +12.53% | +13.15% | |
| AXA WF ROBOTECH F Cap EUR H | thesaurierend | 156.5400 | +7.04% | -4.48% | |
| AXA WF ROBOTECH I Cap EUR | thesaurierend | 250.4300 | +12.80% | +13.98% | |
| AXA WF ROBOTECH I Cap USD | thesaurierend | 261.3000 | +9.77% | +5.13% | |
| AXA WF ROBOTECH ZF Cap EUR | thesaurierend | 183.0600 | +12.81% | +14.01% | |
| AXA WF Robotech ZF Distribution ... | ausschüttend | 187.2800 | +12.81% | +14.01% | |
| AXA WF Robotech ZF Capitalisatio... | thesaurierend | 180.2500 | +9.77% | +5.16% | |
| AXA WF Robotech ZF (H) Capitalis... | thesaurierend | 157.5600 | +7.29% | -3.79% | |
| AXA WF Robotech ZF (H) Capitalis... | thesaurierend | 158.9200 | +8.73% | -0.38% | |
| AXA WF Robotech ZF Distribution ... | ausschüttend | 175.3700 | +9.52% | +11.30% | |
| AXA WF Robotech ZF Capitalisatio... | thesaurierend | 174.6800 | +9.52% | +11.30% | |
| AXA WF ROBOTECH G Cap EUR H | thesaurierend | 180.9000 | +7.56% | -3.05% | |
| AXA WF ROBOTECH G Cap USD | thesaurierend | 266.4300 | +10.05% | +5.96% | |
| AXA WF ROBOTECH A Dis EUR | ausschüttend | 213.3100 | +11.69% | +10.63% | |
| AXA WF ROBOTECH A Dis USD | ausschüttend | 198.5900 | +8.68% | +2.06% | |
| AXA WF ROBOTECH A Cap EUR | thesaurierend | 225.8800 | +11.68% | +10.63% | |
| AXA WF ROBOTECH A Cap USD | thesaurierend | 228.6100 | +8.68% | +2.05% | |
| AXA WF ROBOTECH A Cap EUR H | thesaurierend | 163.6100 | +6.24% | -6.47% | |
| AXA WF Robotech N Capitalisation... | thesaurierend | 125.5900 | +7.81% | - |
Performance
| lfd. Jahr | +10.06% | ||
|---|---|---|---|
| 6 Monate | +8.24% | ||
| 1 Jahr | +9.51% | ||
| 3 Jahre | +11.27% | ||
| 5 Jahre | +71.78% | ||
| 10 Jahre | - | ||
| seit Beginn | +150.70% | ||
| Jahr | |||
| 2023 | +19.79% | ||
| 2022 | -27.15% | ||
| 2021 | +18.29% | ||
| 2020 | +41.06% | ||
| 2019 | +33.11% | ||
| 2018 | -9.69% | ||
| 2017 | +30.70% | ||
