AXA Euro Valeurs Responsables Capitalisation EUR/ FR0000982761 /
| NAV30.05.2024 | Diff.+0.2900 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 77.7500EUR | +0.37% | thesaurierend | Aktien Europa | AXA IM Paris ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | 3.01 | - | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 10.11% | 9.61% | 11.27% | -% | -% |
| Sharpe Ratio | 2.68 | 3.27 | 1.29 | - | - |
| Bester Monat | +4.84% | +9.18% | +9.18% | +9.84% | - |
| Schlechtester Monat | -2.18% | -2.18% | -3.51% | -10.00% | - |
| Maximaler Verlust | -3.62% | -3.62% | -10.98% | - | - |
| Outperformance | - | - | - | - | - |
Alle Kurse in EUR
Performance
| lfd. Jahr | +11.61% | ||
|---|---|---|---|
| 6 Monate | +16.13% | ||
| 1 Jahr | +18.30% | ||
| 3 Jahre | - | ||
| 5 Jahre | - | ||
| 10 Jahre | - | ||
| seit Beginn | +10.63% | ||
| Jahr | |||
| 2023 | +19.02% | ||
| 2022 | -16.72% | ||
