Candriam Equities L Australia, C - Capitalisation/ LU0078775011 /
| NAV08.08.2024 | Diff.-10,0000 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 2.034,7600AUD | -0,49% | thesaurierend | Aktien Branchenmix | Candriam ▶ |
Monatliche Performance
| Jän | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1997 | - | - | - | - | - | - | - | - | - | - | 1,51 | 7,44 | - |
| 1998 | -0,15 | 1,97 | 1,36 | 0,39 | -1,55 | -0,72 | 2,55 | -7,68 | 5,10 | 1,37 | 6,56 | 1,13 | +10,07% |
| 1999 | 3,20 | 0,59 | 3,93 | 4,51 | -7,14 | 3,51 | 1,91 | -1,24 | 0,24 | -0,80 | 6,29 | 4,96 | +21,01% |
| 2000 | -2,35 | 0,74 | -0,44 | -2,22 | -0,65 | 8,29 | -1,88 | 1,74 | -0,35 | 0,33 | 0,78 | -0,98 | +2,61% |
| 2001 | 3,96 | -0,15 | -4,42 | 6,77 | 1,02 | 3,27 | -3,50 | -1,29 | -7,11 | 6,81 | 3,46 | 2,72 | +10,98% |
| 2002 | 1,10 | -2,01 | 1,01 | -2,48 | 1,58 | -5,33 | -4,86 | 1,11 | -5,80 | 1,92 | 1,20 | -1,90 | -13,96% |
| 2003 | -1,26 | -5,14 | 3,57 | 4,78 | 1,17 | 0,51 | 4,78 | 3,22 | 0,75 | 4,62 | -2,93 | 3,24 | +18,08% |
| 2004 | -1,57 | 3,27 | 3,57 | 0,30 | 1,78 | 3,26 | 0,74 | 1,50 | 4,45 | 3,13 | 4,73 | 3,35 | +32,28% |
| 2005 | 3,21 | 3,71 | -0,55 | -5,16 | 2,60 | 6,16 | 2,45 | 2,11 | 6,12 | -4,83 | 5,59 | 3,68 | +27,20% |
| 2006 | 3,72 | 0,11 | 8,07 | 2,65 | -4,22 | 0,75 | -1,89 | 3,04 | 0,45 | 4,93 | 2,52 | 2,65 | +24,65% |
| 2007 | 1,76 | 0,42 | 3,89 | 1,85 | 2,56 | -0,09 | -5,61 | 5,60 | 7,33 | 3,16 | -1,76 | -3,24 | +16,23% |
| 2008 | -7,52 | -3,97 | -3,44 | 5,85 | 2,19 | -7,69 | -5,37 | 5,95 | -8,86 | -12,04 | -13,68 | 3,27 | -38,64% |
| 2009 | -7,03 | -3,39 | 9,97 | 7,89 | 2,32 | -2,06 | 12,55 | 7,40 | 4,10 | -3,81 | 5,05 | 3,88 | +41,07% |
| 2010 | -7,62 | 4,28 | 5,34 | -3,46 | -7,18 | -5,00 | 7,48 | 0,13 | 1,88 | 2,78 | -2,18 | 2,96 | -1,96% |
| 2011 | 0,11 | 2,72 | 0,75 | -1,88 | -1,79 | -2,05 | -3,87 | -2,35 | -7,59 | 8,49 | -1,85 | -3,47 | -12,79% |
| 2012 | 3,90 | 2,40 | 1,37 | 1,72 | -8,65 | 1,42 | 2,88 | 2,75 | 0,97 | 1,32 | 2,47 | 4,29 | +17,47% |
| 2013 | 5,19 | 5,01 | -2,42 | 2,68 | -3,27 | -3,38 | 8,29 | 3,44 | 1,53 | 4,26 | -0,58 | 2,07 | +24,44% |
| 2014 | -4,48 | 6,04 | 1,28 | 0,01 | 0,94 | -2,82 | 2,95 | 1,51 | -4,50 | 2,77 | -5,51 | 5,34 | +2,74% |
| 2015 | 1,77 | 7,34 | -0,51 | -1,57 | -0,49 | -3,47 | 3,80 | -9,84 | 0,53 | 1,11 | 2,37 | 0,21 | +0,27% |
| 2016 | -4,50 | -1,76 | 2,59 | 4,60 | 2,86 | -2,54 | 6,38 | -2,65 | 0,15 | -1,93 | 5,46 | 1,73 | +10,14% |
| 2017 | 1,16 | 0,26 | 3,26 | 1,04 | -1,76 | -1,13 | 1,52 | -0,89 | 1,11 | 4,97 | 1,15 | 2,71 | +14,02% |
| 2018 | 0,62 | -0,67 | -2,79 | 5,36 | -0,38 | 2,63 | 1,65 | 1,10 | -0,79 | -6,63 | -3,90 | -5,43 | -9,46% |
| 2019 | 6,57 | 7,01 | 1,06 | 1,25 | -1,54 | 6,01 | 2,38 | -1,27 | 3,52 | -0,02 | 3,01 | -2,70 | +27,75% |
| 2020 | 5,07 | -7,93 | -22,77 | 9,52 | 5,11 | 2,70 | 1,66 | 4,11 | -3,65 | 2,90 | 11,37 | 2,46 | +5,76% |
| 2021 | 0,55 | 4,17 | 1,41 | 4,20 | 1,92 | 1,35 | 2,69 | 3,35 | -1,64 | 0,88 | -0,86 | 2,50 | +22,34% |
| 2022 | -6,57 | 1,50 | 8,02 | -0,98 | -1,89 | -9,32 | 4,85 | 3,42 | -5,91 | 5,81 | 5,20 | -4,11 | -1,72% |
| 2023 | 6,92 | -2,71 | -1,08 | 1,85 | -1,78 | 1,33 | 3,06 | -0,79 | -3,61 | -4,17 | 4,37 | 6,97 | +9,98% |
| 2024 | -0,06 | 1,41 | 3,63 | -2,43 | 0,35 | 0,53 | 3,15 | -5,48 | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 12,79% | 12,99% | 12,04% | 14,23% | 18,47% |
| Sharpe Ratio | -0,17 | -0,05 | 0,09 | 0,00 | 0,26 |
| Bester Monat | +6,97% | +3,63% | +6,97% | +8,02% | +11,37% |
| Schlechtester Monat | -5,48% | -5,48% | -5,48% | -9,32% | -22,77% |
| Maximaler Verlust | -6,21% | -6,21% | -8,10% | -15,75% | -38,17% |
| Outperformance | +1,76% | - | +1,31% | +0,54% | +2,04% |
Alle Kurse in AUD
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 | +0,79% | ||
|---|---|---|---|
| 6 Monate | +1,42% | ||
| 1 Jahr | +4,65% | ||
| 3 Jahre | +10,82% | ||
| 5 Jahre | +49,70% | ||
| 10 Jahre | +107,45% | ||
| seit Beginn | +828,44% | ||
| Jahr | |||
| 2023 | +9,98% | ||
| 2022 | -1,72% | ||
| 2021 | +22,34% | ||
| 2020 | +5,76% | ||
| 2019 | +27,75% | ||
| 2018 | -9,46% | ||
| 2017 | +14,02% | ||
| 2016 | +10,14% | ||
| 2015 | +0,27% | ||
