AXA WF US Responsible Growth E (H) Capitalisation EUR/ LU0879469913 /
| NAV02/07/2024 | Chg.+1.8700 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 322.7800EUR | +0.58% | reinvestment | Equity Mixed Sectors | AXA Fds. Management ▶ |
Performance mensuelle
| janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | 0.75 | - | - | - | - | - | - |
Valeurs calculées
| CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
|---|---|---|---|---|---|
| Volatilité | 11.27% | 11.27% | 12.38% | 20.31% | 22.81% |
| Ratio de Sharpe | 1.97 | 2.24 | 1.15 | -0.06 | 0.32 |
| Le meilleur mois | +5.25% | +5.25% | +10.35% | +10.35% | +14.81% |
| Le plus défavorable mois | -4.63% | -4.63% | -6.14% | -11.49% | -11.49% |
| Perte maximale | -6.06% | -6.06% | -12.73% | -33.52% | -33.52% |
| Surperformance | -7.23% | - | -1.53% | +30.89% | +57.24% |
Toutes les cotations dans EUR
Tranches
| Nom | Type de rendement | Prix de rachat | 1 An | 3 Ans | |
|---|---|---|---|---|---|
| AXA WF US Responsible Growth E C... | reinvestment | 791.7600 | +22.19% | +28.18% | |
| AXA WF US Responsible Growth E (... | reinvestment | 322.7800 | +17.92% | +7.64% | |
| AXA WF US Responsible Growth F C... | reinvestment | 728.3500 | +22.18% | +21.62% | |
| AXA WF US Responsible Growth I C... | reinvestment | 492.9500 | +22.47% | +22.51% | |
| AXA WF US Responsible Growth F C... | reinvestment | 986.7400 | +24.03% | +34.08% | |
| AXA WF US Responsible Growth A C... | reinvestment | 883.7200 | +23.11% | +31.10% | |
| AXA WF US Responsible Growth A C... | reinvestment | 652.7200 | +21.26% | +18.92% |
Performance
| CAD | +12.19% | ||
|---|---|---|---|
| 6 Mois | +13.50% | ||
| 1 An | +17.92% | ||
| 3 Ans | +7.64% | ||
| 5 Ans | +68.71% | ||
| 10 ans | +153.28% | ||
| Depuis le début | +222.78% | ||
| Année | |||
| 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% | ||
