AXA IM Euro Selection A EUR/ FR0010777391 /
| NAV03/06/2024 | Diferencia+3.2598 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 4,168.9199EUR | +0.08% | reinvestment | Equity Euroland | AXA IM Paris ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018 | - | - | -2.37 | 3.91 | 3.09 | -0.27 | 2.04 | 1.52 | -1.29 | -8.38 | -1.73 | -5.96 | - |
| 2019 | 3.94 | 6.11 | 3.26 | 4.30 | -3.98 | 5.67 | -0.16 | -0.99 | 1.20 | 1.86 | 3.42 | 1.42 | +28.81% |
| 2020 | 0.85 | -5.94 | -10.73 | 7.05 | 5.88 | 1.89 | -0.56 | 2.61 | 0.41 | -5.92 | 12.06 | 2.54 | +8.32% |
| 2021 | -1.92 | 0.06 | 3.33 | 3.53 | 1.40 | 2.09 | 2.84 | 2.41 | -5.03 | 6.87 | -0.71 | 3.48 | +19.35% |
| 2022 | -12.25 | -3.57 | 1.20 | -3.71 | -4.94 | -7.26 | 14.04 | -8.51 | -7.29 | 4.26 | 7.39 | -4.60 | -24.90% |
| 2023 | 7.90 | 1.15 | 3.67 | -0.75 | -2.64 | 3.70 | 0.74 | -3.17 | -4.96 | -3.31 | 9.37 | 2.77 | +14.25% |
| 2024 | 2.57 | 5.70 | 2.56 | -3.88 | 1.22 | 0.08 | - | - | - | - | - | - | - |
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 11.09% | 10.68% | 12.74% | 18.57% | 18.82% |
| Índice de Sharpe | 1.54 | 1.78 | 0.60 | -0.13 | 0.13 |
| El mes mejor | +5.70% | +5.70% | +9.37% | +14.04% | +14.04% |
| El mes peor | -3.88% | -3.88% | -4.96% | -12.25% | -12.25% |
| Pérdida máxima | -4.33% | -4.33% | -12.46% | -32.06% | -32.06% |
| Rendimiento superior | - | - | - | - | - |
Todas las cotizaciones en EUR
Tramos
| Nombre | Tipo de beneficio | Prec. de rescate | Promedio móvil | 3 Años | |
|---|---|---|---|---|---|
| AXA IM EURO SELECTION E Capitali... | reinvestment | 1,657.5000 | +11.42% | - | |
| AXA IM Euro Selection I EUR | reinvestment | 1,335.2900 | +11.70% | - | |
| AXA IM Euro Selection A EUR | reinvestment | 4,168.9199 | +11.42% | +4.33% | |
| AXA IM Euro Selection S EUR | reinvestment | 1,348.4399 | +10.43% | +1.54% |
Performance
| Año hasta la fecha | +8.28% | ||
|---|---|---|---|
| 6 Meses | +10.73% | ||
| Promedio móvil | +11.42% | ||
| 3 Años | +4.33% | ||
| 5 Años | +35.15% | ||
| 10 Años | - | ||
| Desde el principio | +38.23% | ||
| Año | |||
| 2023 | +14.25% | ||
| 2022 | -24.90% | ||
| 2021 | +19.35% | ||
| 2020 | +8.32% | ||
| 2019 | +28.81% | ||
