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AXA Wachstum Invest B/  DE000A2DU2B8  /

Fonds
NAV2024-05-02 Chg.-0.3100 Type of yield Investment Focus Investment company
63.5800EUR -0.49% reinvestment Mixed Fund Worldwide AXA IM (DE) ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2018 - - -2.44 2.11 1.26 -0.50 1.21 1.09 0.33 -4.86 1.30 -5.92 -
2019 5.84 2.60 1.21 2.54 -2.21 2.06 2.17 -0.43 1.21 -0.35 2.25 0.71 +18.84%
2020 1.20 -3.11 -9.08 5.35 1.45 1.28 1.45 2.73 -1.21 -0.46 5.69 1.27 +5.86%
2021 0.84 0.92 3.04 2.03 0.50 0.72 1.37 1.03 -1.49 1.97 1.00 1.07 +13.74%
2022 -3.40 -0.86 1.39 -3.05 -2.42 -4.95 6.01 -2.11 -4.42 2.16 1.38 -4.23 -14.10%
2023 2.16 -1.19 0.70 -0.23 1.84 0.56 1.52 -0.13 -2.64 -2.30 4.78 3.87 +9.03%
2024 1.95 0.87 2.90 -2.56 -0.49 - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 5.29% 5.17% 5.66% 7.05% 7.88%
Sharpe ratio 0.81 3.36 1.03 -0.44 0.04
Best month +3.87% +4.78% +4.78% +6.01% +6.01%
Worst month -2.56% -2.56% -2.64% -4.95% -9.08%
Maximum loss -3.03% -3.03% -5.22% -15.59% -18.89%
Outperformance +3.17% - +4.71% - -
 
All quotes in EUR

Tranches

Name   Type of yield Repurchase p. 1 Year 3 Years
AXA Wachstum Invest B reinvestment 63.5800 +9.68% +2.17%
AXA Wachstum Invest A reinvestment 78.7900 +8.32% -1.43%

Performance

YTD  
+2.61%
6 Months  
+10.00%
1 Year  
+9.68%
3 Years  
+2.17%
5 Years  
+22.36%
Since start  
+27.34%
Year
2023  
+9.03%
2022
  -14.10%
2021  
+13.74%
2020  
+5.86%
2019  
+18.84%