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Allianz Wachstum Europa A20 EUR/  DE000A2ATCA0  /

Fonds
NAV03/06/2024 Chg.+1.0200 Type of yield Investment Focus Investment company
154.6300EUR +0.66% paying dividend Equity Europe Allianz Gl.Investors ▶
  • Dividends adjusted Dividends adjusted

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2017 - - - - - - - - - - - 0.78 -
2018 1.89 -5.09 -1.91 2.70 4.18 0.09 2.16 -0.38 -1.74 -8.99 -2.12 -7.96 -16.72%
2019 7.17 4.58 4.23 6.54 -7.73 5.70 -0.26 -1.13 1.86 3.69 4.62 3.01 +36.23%
2020 -0.45 -7.09 -10.39 8.99 6.05 3.17 3.00 3.82 -0.01 -4.57 9.26 4.43 +15.05%
2021 -0.05 2.55 5.16 4.81 1.21 4.05 5.10 4.59 -7.05 4.73 0.86 3.67 +33.16%
2022 -13.86 -6.15 4.16 -5.34 -4.94 -12.41 14.54 -7.61 -11.22 8.27 9.00 -3.76 -29.19%
2023 7.22 2.75 3.17 -0.68 2.28 0.25 1.58 -4.92 -4.56 -5.65 11.79 7.33 +20.77%
2024 0.88 5.10 2.20 -4.57 2.54 0.66 - - - - - - -
Single months: Dividends not considered

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 13.30% 12.71% 14.75% 21.38% 21.50%
Sharpe ratio 0.98 1.99 0.47 -0.08 0.33
Best month +7.33% +7.33% +11.79% +14.54% +14.54%
Worst month -4.57% -4.57% -5.65% -13.86% -13.86%
Maximum loss -6.43% -6.43% -16.39% -39.55% -39.55%
Outperformance +3.18% - +6.48% +35.35% -
 
All quotes in EUR

Tranches

Name   Type of yield Repurchase p. 1 Year 3 Years
Allianz Wachstum Europa A20 EUR paying dividend 154.6300 +10.63% +6.14%
Allianz Wachstum Europa R EUR paying dividend 155.4500 +11.45% +8.07%
Allianz Wachstum Europa - A - EU... paying dividend 178.9100 +10.62% +5.71%

Performance

YTD  
+6.74%
6 Months  
+13.48%
1 Year  
+10.63%
3 Years  
+6.14%
5 Years  
+66.91%
10 Years     -
Since start  
+60.44%
Year
2023  
+20.77%
2022
  -29.19%
2021  
+33.16%
2020  
+15.05%
2019  
+36.23%
2018
  -16.72%
 

Dividends

04/03/2024 2.35 EUR
06/03/2023 2.20 EUR
02/03/2020 0.06 EUR
04/03/2019 0.84 EUR
05/03/2018 0.62 EUR
02/01/2018 0.03 EUR