AXA Belgian Equities G/ FR0013479169 /
NAV2024-05-15 | Chg.+1.2800 | Type of yield | Investment Focus | Investment company |
---|---|---|---|---|
124.5300EUR | +1.04% | paying dividend | Equity Mixed Sectors | AXA IM Paris ▶ |
Monthly performance
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2020 | - | - | - | 5.47 | 5.74 | -1.02 | -2.91 | 2.10 | 1.50 | -9.25 | 11.71 | 1.54 | - |
2021 | 1.40 | 2.01 | 2.22 | 2.32 | 2.59 | 3.65 | 5.12 | 3.48 | -4.34 | 4.34 | -2.76 | 5.26 | +27.84% |
2022 | -5.83 | -0.73 | 1.70 | -1.09 | -10.85 | -7.43 | 6.50 | -5.93 | -10.07 | 3.73 | 1.42 | 1.68 | -25.20% |
2023 | 2.01 | 2.53 | -0.38 | -1.27 | -2.60 | -0.58 | 4.70 | -3.47 | -3.19 | -7.30 | 9.32 | 6.03 | +4.72% |
2024 | -2.12 | 1.36 | 3.69 | 0.92 | 4.02 | - | - | - | - | - | - | - | - |
Single months: Dividends not considered
Calculated values
YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
---|---|---|---|---|---|
Volatility | 11.20% | 11.13% | 12.88% | 14.85% | -% |
Sharpe ratio | 1.74 | 2.81 | 0.47 | -0.26 | - |
Best month | +6.03% | +9.32% | +9.32% | +9.32% | +11.71% |
Worst month | -2.12% | -2.12% | -7.30% | -10.85% | -10.85% |
Maximum loss | -4.85% | -5.61% | -14.68% | -33.75% | - |
Outperformance | - | - | - | - | - |
All quotes in EUR
Performance
YTD | +8.00% | ||
---|---|---|---|
6 Months | +16.07% | ||
1 Year | +9.90% | ||
3 Years | -0.13% | ||
5 Years | - | ||
10 Years | - | ||
Since start | +24.53% | ||
Year | |||
2023 | +4.72% | ||
2022 | -25.20% | ||
2021 | +27.84% |