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AXA Chance Invest B/  DE000A2DU2C6  /

Fonds
NAV5/28/2024 Chg.-0.0900 Type of yield Investment Focus Investment company
74.5000EUR -0.12% 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 1.95 - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 5.89% 5.81% 6.43% 8.29% 9.93%
Sharpe ratio 2.69 4.01 1.73 -0.04 0.39
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 74.5000 +14.81% +10.70%
AXA Chance Invest A reinvestment 106.1400 +13.24% +6.20%

Performance

YTD  
+7.49%
6 Months  
+12.62%
1 Year  
+14.81%
3 Years  
+10.70%
5 Years  
+44.49%
10 Years     -
Since start  
+53.20%
Year
2023  
+10.88%
2022
  -14.24%
2021  
+20.30%
2020  
+6.58%
2019  
+29.35%