AXA Amérique Actions A Capitalisation EUR/ FR0000447807 /
| NAV2024-05-15 | Chg.+1.1400 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 153.3200EUR | +0.75% | reinvestment | Equity Mixed Sectors | AXA IM Paris ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | - | -2.87 | 4.40 | -3.01 | -0.31 | -7.16 | 12.15 | -2.17 | -7.20 | 9.38 | 0.57 | -10.18 | -11.81% |
| 2023 | 4.14 | -0.41 | 0.33 | -2.16 | 3.55 | 5.29 | 1.49 | -0.29 | -2.76 | -2.67 | 4.61 | 3.47 | +15.06% |
| 2024 | 3.89 | 4.29 | 4.14 | -5.32 | 3.51 | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 12.32% | 11.86% | 12.53% | -% | -% |
| Sharpe ratio | 2.27 | 2.41 | 1.67 | - | - |
| Best month | +4.29% | +4.61% | +5.29% | +12.15% | - |
| Worst month | -5.32% | -5.32% | -5.32% | -10.18% | - |
| Maximum loss | -5.38% | -5.38% | -7.74% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in EUR
Performance
| YTD | +10.58% | ||
|---|---|---|---|
| 6 Months | +14.91% | ||
| 1 Year | +24.70% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +12.22% | ||
| Year | |||
| 2023 | +15.06% | ||
| 2022 | -11.81% | ||
