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
| Jan | 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% | ||
