AXA Chance Invest B/ DE000A2DU2C6 /
NAV16/05/2024 | Chg.+0.2100 | Type de rendement | Focus sur l'investissement | Société de fonds |
---|---|---|---|---|
74.8200EUR | +0.28% | reinvestment | Mixed Fund Worldwide | AXA IM (DE) ▶ |
Performance mensuelle
janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | 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 | 2.27 | - | - | - | - | - | - | - | - |
Valeurs calculées
CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
---|---|---|---|---|---|
Volatilité | 6.04% | 5.77% | 6.58% | 8.31% | 9.96% |
Ratio de Sharpe | 3.17 | 4.35 | 1.95 | 0.01 | 0.38 |
Le meilleur mois | +4.05% | +5.28% | +5.28% | +7.20% | +8.16% |
Le plus défavorable mois | -2.56% | -2.56% | -3.26% | -5.48% | -10.66% |
Perte maximale | -3.40% | -3.40% | -6.42% | -16.35% | -24.72% |
Surperformance | +3.90% | - | +5.99% | - | - |
Toutes les cotations dans EUR
Tranches
Nom | Type de rendement | Prix de rachat | 1 An | 3 Ans | |
---|---|---|---|---|---|
AXA Chance Invest B | reinvestment | 74.8200 | +16.67% | +12.27% | |
AXA Chance Invest A | reinvestment | 106.6400 | +15.06% | +7.73% |
Performance
CAD | +7.95% | ||
---|---|---|---|
6 Mois | +13.43% | ||
1 An | +16.67% | ||
3 Ans | +12.27% | ||
5 Ans | +44.52% | ||
10 ans | - | ||
Depuis le début | +53.86% | ||
Année | |||
2023 | +10.88% | ||
2022 | -14.24% | ||
2021 | +20.30% | ||
2020 | +6.58% | ||
2019 | +29.35% |