AXA Euro Valeurs Responsables Capitalisation EUR/ FR0000982761 /
| NAV2024-05-14 | Chg.+0.1100 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 78.3600EUR | +0.14% | reinvestment | Equity Europe | AXA IM Paris ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | - | -5.69 | 0.29 | -2.27 | -1.16 | -10.00 | 8.98 | -6.03 | -5.70 | 7.55 | 7.72 | -3.97 | -16.72% |
| 2023 | 9.84 | 2.63 | -0.83 | 1.36 | -2.34 | 3.44 | 1.28 | -3.51 | -3.51 | -2.94 | 9.18 | 4.05 | +19.02% |
| 2024 | 2.61 | 2.97 | 4.84 | -2.18 | 3.82 | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 10.31% | 9.75% | 11.53% | -% | -% |
| Sharpe ratio | 3.33 | 4.36 | 1.30 | - | - |
| Best month | +4.84% | +9.18% | +9.18% | +9.84% | - |
| Worst month | -2.18% | -2.18% | -3.51% | -10.00% | - |
| Maximum loss | -3.62% | -3.62% | -10.98% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in EUR
Performance
| YTD | +12.49% | ||
|---|---|---|---|
| 6 Months | +20.76% | ||
| 1 Year | +18.76% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +11.50% | ||
| Year | |||
| 2023 | +19.02% | ||
| 2022 | -16.72% | ||
