Candriam Equities L Australia, V - Thesaurierung/ LU0317020385 /
| NAV07.02.2025 | Diff.+1.3601 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 2'186.8601AUD | +0.06% | thesaurierend | Aktien Branchenmix | Candriam ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2017 | - | - | - | - | - | - | - | -0.80 | 1.20 | 5.09 | 1.26 | 2.81 | - |
| 2018 | 0.73 | -0.58 | -2.68 | 5.44 | -0.27 | 2.74 | 1.77 | 1.21 | -0.69 | -6.52 | -3.80 | -5.33 | -8.32% |
| 2019 | 6.69 | 7.11 | 1.18 | 1.35 | -1.43 | 6.12 | 2.50 | -1.16 | 3.63 | 0.09 | 3.12 | -2.58 | +29.42% |
| 2020 | 5.19 | -7.83 | -22.69 | 9.63 | 5.22 | 2.82 | 1.77 | 4.23 | -3.55 | 3.01 | 11.50 | 2.58 | +7.16% |
| 2021 | 0.66 | 4.28 | 1.53 | 4.33 | 2.03 | 1.45 | 2.80 | 3.47 | -1.54 | 0.98 | -0.75 | 2.62 | +23.96% |
| 2022 | -6.47 | 1.60 | 8.13 | -0.87 | -1.78 | -9.23 | 4.95 | 3.54 | -5.81 | 5.93 | 5.32 | -4.01 | -0.46% |
| 2023 | 7.04 | -2.61 | -0.96 | 1.95 | -1.67 | 1.43 | 3.17 | -0.68 | -3.51 | -4.07 | 4.48 | 7.08 | +11.42% |
| 2024 | 0.06 | 1.52 | 3.74 | -2.31 | 0.46 | 0.63 | 3.27 | -0.41 | 4.30 | -2.06 | 3.37 | -3.59 | +8.97% |
| 2025 | 4.79 | -0.30 | - | - | - | - | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 11.34% | 10.37% | 11.74% | 13.51% | 18.33% |
| Sharpe Ratio | 4.39 | 2.08 | 1.03 | 0.53 | 0.39 |
| Bester Monat | +4.79% | +4.79% | +4.79% | +8.13% | +11.50% |
| Schlechtester Monat | -3.59% | -3.59% | -3.59% | -9.23% | -22.69% |
| Maximaler Verlust | -1.84% | -5.41% | -6.19% | -15.58% | -38.10% |
| Outperformance | +0.76% | - | +6.94% | +8.52% | - |
Alle Kurse in AUD
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Candriam Equities L Australia, R... | thesaurierend | 260.3100 | +14.07% | +30.25% | |
| Candriam Equities L Australia, I... | thesaurierend | 2'834.6101 | +14.36% | +31.24% | |
| Candriam Equities L Australia, I... | thesaurierend | 353.8900 | +14.18% | +27.81% | |
| Candriam Equities L Australia, V... | thesaurierend | 2'186.8601 | +14.60% | +31.92% | |
| Candriam Equities L Australia, N... | thesaurierend | 1'997.3000 | +12.54% | +25.10% | |
| Candriam Equities L Australia, N... | thesaurierend | 317.2700 | +12.37% | +21.85% | |
| Candriam Equities L Australia, C... | thesaurierend | 341.7200 | +12.86% | +23.49% | |
| Candriam Equities L Australia, C... | ausschüttend | 989.9700 | +13.02% | +26.69% | |
| Candriam Equities L Australia, C... | thesaurierend | 2'264.3501 | +13.06% | +26.83% |
Performance
| lfd. Jahr | +4.48% | ||
|---|---|---|---|
| 6 Monate | +11.50% | ||
| 1 Jahr | +14.60% | ||
| 3 Jahre | +31.92% | ||
| 5 Jahre | +59.31% | ||
| 10 Jahre | - | ||
| seit Beginn | +118.69% | ||
| Jahr | |||
| 2024 | +8.97% | ||
| 2023 | +11.42% | ||
| 2022 | -0.46% | ||
| 2021 | +23.96% | ||
| 2020 | +7.16% | ||
| 2019 | +29.42% | ||
| 2018 | -8.32% | ||
