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AXA Chance Invest B/  DE000A2DU2C6  /

Fonds
NAV2024-05-07 Chg.+0.6400 Type of yield Investment Focus Investment company
73.7400EUR +0.88% reinvestment Mixed Fund Worldwide AXA IM (DE) ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2018 - - -5.08 4.17 4.17 -0.85 2.28 2.13 0.73 -8.03 2.19 -11.23 -
2019 10.10 4.63 1.32 4.07 -4.29 2.74 2.84 -1.98 2.44 0.11 3.45 1.26 +29.35%
2020 1.02 -5.42 -10.66 7.75 1.72 1.07 1.66 4.46 -2.15 -1.47 8.16 1.78 +6.58%
2021 0.89 1.83 4.16 2.73 0.81 1.12 1.34 1.77 -2.07 3.27 0.66 2.24 +20.30%
2022 -4.60 -1.19 2.53 -3.04 -2.52 -5.48 7.20 -1.51 -5.00 3.29 0.92 -5.01 -14.24%
2023 2.53 -0.48 -0.09 -0.25 2.38 1.31 1.94 -0.33 -2.36 -3.26 5.28 4.05 +10.88%
2024 2.73 1.98 3.40 -2.56 0.79 - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 6.14% 5.85% 6.60% 8.34% 10.01%
Sharpe ratio 2.58 4.10 1.83 -0.08 0.29
Best month +4.05% +5.28% +5.28% +7.20% +8.16%
Worst month -2.56% -2.56% -3.26% -5.48% -10.66%
Maximum loss -3.40% -3.40% -6.42% -16.35% -24.72%
Outperformance +3.90% - +5.99% - -
 
All quotes in EUR

Tranches

Name   Type of yield Repurchase p. 1 Year 3 Years
AXA Chance Invest B reinvestment 73.7400 +15.83% +9.90%
AXA Chance Invest A reinvestment 105.1400 +14.26% +5.42%

Performance

YTD  
+6.39%
6 Months  
+12.93%
1 Year  
+15.83%
3 Years  
+9.90%
5 Years  
+38.66%
Since start  
+51.63%
Year
2023  
+10.88%
2022
  -14.24%
2021  
+20.30%
2020  
+6.58%
2019  
+29.35%