Candriam Equities L Australia, C - Capitalisation/ LU0256780106 /
| NAV08.08.2024 | Diff.-1.5400 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 304.3800EUR | -0.50% | thesaurierend | Aktien Branchenmix | Candriam ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2006 | - | - | - | - | - | - | - | - | - | 7.69 | 1.14 | 3.15 | - |
| 2007 | 1.22 | 0.78 | 5.16 | 2.40 | 3.03 | 2.72 | -6.08 | 0.68 | 11.92 | 6.19 | -7.59 | -3.55 | +16.44% |
| 2008 | -7.18 | -1.82 | -9.73 | 11.21 | 3.59 | -8.36 | -6.34 | 2.81 | -12.51 | -18.50 | -14.85 | 0.93 | -48.75% |
| 2009 | -8.02 | -2.06 | 14.40 | 14.31 | 4.33 | -0.18 | 14.49 | 7.60 | 6.97 | -2.43 | 4.58 | 6.79 | +76.15% |
| 2010 | -5.75 | 7.00 | 8.91 | -0.38 | -9.37 | -4.16 | 8.30 | 0.92 | 3.19 | 2.21 | 2.18 | 6.78 | +19.51% |
| 2011 | -4.72 | 4.14 | -0.41 | -0.68 | -1.31 | -2.41 | 0.33 | -5.75 | -10.61 | 14.03 | -0.96 | -1.24 | -10.89% |
| 2012 | 8.04 | 1.88 | -2.39 | 2.85 | -8.89 | 4.43 | 8.83 | -1.42 | -0.26 | 0.11 | 2.71 | 2.39 | +18.44% |
| 2013 | 2.64 | 7.00 | 1.18 | -0.42 | -9.11 | -8.03 | 3.93 | 3.37 | 3.83 | 5.12 | -4.20 | -1.26 | +2.59% |
| 2014 | -4.82 | 6.19 | 5.12 | -0.62 | 3.02 | -1.77 | 3.77 | 3.73 | -6.84 | 4.08 | -7.79 | 4.05 | +7.00% |
| 2015 | 3.85 | 8.54 | 1.40 | -2.58 | -1.30 | -4.63 | 0.21 | -14.33 | -0.03 | 3.80 | 8.74 | -2.18 | -0.68% |
| 2016 | -6.78 | -1.22 | 5.36 | 3.25 | 0.47 | 0.38 | 7.58 | -3.08 | 1.32 | -0.36 | 5.90 | 0.18 | +12.79% |
| 2017 | 3.51 | 3.27 | 1.78 | -2.72 | -5.30 | 0.44 | 2.21 | -2.36 | 0.59 | 4.09 | -2.16 | 5.07 | +8.14% |
| 2018 | 0.41 | -2.37 | -5.11 | 5.54 | 3.35 | 0.19 | 2.06 | -1.10 | -0.58 | -6.24 | -0.92 | -10.13 | -14.83% |
| 2019 | 10.08 | 5.54 | 2.68 | 0.08 | -2.38 | 5.33 | 2.74 | -2.41 | 4.05 | 0.63 | 2.19 | -1.03 | +30.32% |
| 2020 | 2.22 | -10.20 | -26.97 | 17.54 | 4.66 | 4.69 | 0.84 | 5.91 | -5.32 | 2.08 | 14.23 | 4.10 | +5.97% |
| 2021 | 1.42 | 6.24 | 2.06 | 3.08 | 0.65 | 1.02 | 0.88 | 3.22 | -1.57 | 5.08 | -3.64 | 4.74 | +25.30% |
| 2022 | -8.24 | 3.65 | 12.31 | 0.20 | -3.17 | -10.64 | 9.02 | 3.86 | -9.49 | 3.20 | 5.77 | -5.94 | -2.56% |
| 2023 | 8.95 | -5.00 | -3.97 | -0.78 | -0.44 | 1.82 | 2.63 | -3.02 | -0.77 | -6.15 | 5.63 | 9.02 | +6.68% |
| 2024 | -1.13 | -0.16 | 3.77 | -1.30 | 0.98 | 1.64 | 0.02 | -5.69 | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 16.44% | 16.70% | 16.30% | 18.71% | 22.95% |
| Sharpe Ratio | -0.43 | -0.15 | 0.14 | -0.08 | 0.20 |
| Bester Monat | +9.02% | +3.77% | +9.02% | +12.31% | +17.54% |
| Schlechtester Monat | -5.69% | -5.69% | -6.15% | -10.64% | -26.97% |
| Maximaler Verlust | -11.12% | -11.12% | -11.12% | -19.21% | -45.79% |
| Outperformance | +4.12% | - | +10.49% | +9.20% | +16.21% |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Candriam Equities L Australia V ... | thesaurierend | 1'951.7100 | +6.04% | +15.21% | |
| Candriam Equities L Australia R ... | thesaurierend | 232.8800 | +5.58% | +13.81% | |
| Candriam Equities L Australia, I... | thesaurierend | 2'532.7000 | +5.85% | +14.67% | |
| Candriam Equities L Australia, I... | thesaurierend | 313.4100 | +7.02% | +9.99% | |
| Candriam Equities L Australia N ... | thesaurierend | 1'798.9000 | +4.17% | +9.31% | |
| Candriam Equities L Australia N ... | thesaurierend | 283.2300 | +5.33% | +4.86% | |
| Candriam Equities L Australia, C... | thesaurierend | 304.3800 | +5.79% | +6.27% | |
| Candriam Equities L Australia, C... | ausschüttend | 889.7400 | +4.61% | +10.69% | |
| Candriam Equities L Australia, C... | thesaurierend | 2'034.7600 | +4.65% | +10.82% |
Performance
| lfd. Jahr | -2.12% | ||
|---|---|---|---|
| 6 Monate | +0.55% | ||
| 1 Jahr | +5.79% | ||
| 3 Jahre | +6.27% | ||
| 5 Jahre | +47.41% | ||
| 10 Jahre | +79.56% | ||
| seit Beginn | +203.80% | ||
| Jahr | |||
| 2023 | +6.68% | ||
| 2022 | -2.56% | ||
| 2021 | +25.30% | ||
| 2020 | +5.97% | ||
| 2019 | +30.32% | ||
| 2018 | -14.83% | ||
| 2017 | +8.14% | ||
| 2016 | +12.79% | ||
| 2015 | -0.68% | ||
