AXA France Opportunités A Capitalisation EUR/ FR0000447864 /
| NAV2024-10-30 | Chg.-13.6300 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 1,407.9500EUR | -0.96% | reinvestment | Equity Mixed Sectors | AXA IM Paris ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | - | -4.98 | 1.11 | -1.96 | -1.23 | -7.97 | 8.90 | -5.35 | -6.57 | 6.53 | 6.89 | -3.27 | -13.45% |
| 2023 | 8.86 | 2.46 | 0.00 | 2.55 | -2.97 | 3.95 | 0.22 | -2.11 | -2.37 | -3.74 | 6.67 | 3.57 | +17.51% |
| 2024 | 1.37 | 2.46 | 3.41 | -1.35 | 2.84 | -6.42 | 1.69 | 1.18 | 0.78 | -3.33 | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 12.69% | 14.17% | 12.36% | -% | -% |
| Sharpe ratio | -0.03 | -0.70 | 0.88 | - | - |
| Best month | +3.57% | +2.84% | +6.67% | +8.90% | - |
| Worst month | -6.42% | -6.42% | -6.42% | -7.97% | - |
| Maximum loss | -11.05% | -11.05% | -11.05% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in EUR
Performance
| YTD | +2.21% | ||
|---|---|---|---|
| 6 Months | -3.53% | ||
| 1 Year | +13.91% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +3.96% | ||
| Year | |||
| 2023 | +17.51% | ||
| 2022 | -13.45% | ||
