AXA WF US Responsible Growth E (H) Capitalisation EUR/ LU0879469913 /
| NAV19.07.2024 | Diff.-0,7500 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 320,9100EUR | -0,23% | thesaurierend | Aktien Branchenmix | AXA Fds. Management ▶ |
Monatliche Performance
| Jän | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2013 | - | -0,31 | 1,89 | -0,83 | 3,73 | -2,60 | 6,52 | 0,32 | 4,71 | 4,95 | 0,75 | 2,65 | +22,28% |
| 2014 | -0,73 | 3,87 | -3,27 | -2,12 | 2,71 | 2,65 | 0,83 | 2,47 | -1,42 | 1,12 | 3,40 | -0,12 | +9,48% |
| 2015 | -0,37 | 5,52 | 0,22 | -0,49 | 0,06 | 0,43 | 3,84 | -6,17 | -3,95 | 7,33 | -0,42 | -3,28 | +1,93% |
| 2016 | -9,84 | -1,63 | 6,26 | 0,39 | 2,50 | -2,30 | 5,30 | -0,93 | 0,24 | -3,56 | 0,51 | -0,86 | -4,78% |
| 2017 | 4,50 | 3,70 | 1,22 | 1,89 | 1,76 | 0,19 | 1,95 | 0,82 | 0,06 | 2,73 | 3,55 | 0,23 | +24,96% |
| 2018 | 6,34 | -1,53 | -1,42 | 0,46 | 3,57 | 1,05 | 2,76 | 6,14 | 0,75 | -10,92 | -0,02 | -10,21 | -4,63% |
| 2019 | 10,35 | 3,35 | 2,43 | 4,72 | -5,68 | 6,26 | 0,83 | -3,32 | -2,03 | 2,38 | 5,66 | 2,23 | +29,50% |
| 2020 | 2,04 | -7,39 | -11,46 | 14,81 | 6,21 | 2,90 | 6,25 | 7,65 | -3,53 | -1,57 | 9,03 | 6,12 | +31,92% |
| 2021 | -0,80 | 2,05 | 0,60 | 7,34 | -1,60 | 3,93 | 3,01 | 3,01 | -4,56 | 7,05 | -2,67 | 3,31 | +21,88% |
| 2022 | -8,97 | -1,79 | 2,43 | -11,49 | -3,84 | -8,33 | 9,85 | -4,23 | -8,46 | 6,09 | 4,59 | -7,53 | -29,41% |
| 2023 | 8,46 | -1,75 | 3,64 | 0,61 | 1,47 | 6,91 | 1,92 | -2,08 | -6,14 | -3,07 | 10,35 | 4,66 | +26,41% |
| 2024 | 0,85 | 5,25 | 2,09 | -4,63 | 3,49 | 4,12 | 0,17 | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 11,44% | 11,34% | 12,58% | 20,32% | 22,83% |
| Sharpe Ratio | 1,62 | 1,48 | 0,87 | -0,03 | 0,31 |
| Bester Monat | +5,25% | +5,25% | +10,35% | +10,35% | +14,81% |
| Schlechtester Monat | -4,63% | -4,63% | -6,14% | -11,49% | -11,49% |
| Maximaler Verlust | -6,06% | -6,06% | -12,65% | -33,52% | -33,52% |
| Outperformance | -7,23% | - | -1,53% | +30,89% | +57,24% |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| AXA WF US Responsible Growth E C... | thesaurierend | 777,4600 | +20,20% | +28,58% | |
| AXA WF US Responsible Growth E (... | thesaurierend | 320,9100 | +14,61% | +9,71% | |
| AXA WF US Responsible Growth F C... | thesaurierend | 725,4800 | +18,74% | +24,08% | |
| AXA WF US Responsible Growth I C... | thesaurierend | 491,0600 | +19,03% | +24,99% | |
| AXA WF US Responsible Growth F C... | thesaurierend | 969,5900 | +22,03% | +34,51% | |
| AXA WF US Responsible Growth A C... | thesaurierend | 868,0600 | +21,11% | +31,51% | |
| AXA WF US Responsible Growth A C... | thesaurierend | 649,9300 | +17,85% | +21,31% |
Performance
| lfd. Jahr | +11,54% | ||
|---|---|---|---|
| 6 Monate | +9,72% | ||
| 1 Jahr | +14,61% | ||
| 3 Jahre | +9,71% | ||
| 5 Jahre | +67,58% | ||
| 10 Jahre | +155,95% | ||
| seit Beginn | +220,91% | ||
| Jahr | |||
| 2023 | +26,41% | ||
| 2022 | -29,41% | ||
| 2021 | +21,88% | ||
| 2020 | +31,92% | ||
| 2019 | +29,50% | ||
| 2018 | -4,63% | ||
| 2017 | +24,96% | ||
| 2016 | -4,78% | ||
| 2015 | +1,93% | ||
