Horizon Moyen Terme EUR/ FR0007037411 /
| NAV2024-06-06 | Chg.0.0000 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 177.1600EUR | 0.00% | paying dividend | Mixed Fund Worldwide | AXA IM Paris ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | - | - | - | 0.24 | -0.35 | 0.80 | 0.85 | -0.68 | -1.98 | -0.79 | 3.65 | 2.80 | - |
| 2024 | 0.46 | 0.17 | 1.74 | -1.65 | 1.39 | 0.84 | - | - | - | - | - | - | - |
Single months: Dividends not considered
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 3.66% | 3.54% | 4.00% | -% | -% |
| Sharpe ratio | 0.91 | 1.65 | 0.85 | - | - |
| Best month | +2.80% | +2.80% | +3.65% | - | - |
| Worst month | -1.65% | -1.65% | -1.98% | - | - |
| Maximum loss | -1.86% | -1.86% | -3.90% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in EUR
Performance
| YTD | +2.95% | ||
|---|---|---|---|
| 6 Months | +4.67% | ||
| 1 Year | +7.17% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +8.72% | ||
| Year | |||
