AXA Wachstum Invest B/ DE000A2DU2B8 /
| NAV25/04/2024 | Diferencia-0.1900 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 63.6600EUR | -0.30% | reinvestment | Mixed Fund Worldwide | AXA IM (DE) ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | 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 | -2.91 | - | - | - | - | - | - | - | - | - |
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 5.29% | 5.24% | 5.74% | 7.04% | 7.88% |
| Índice de Sharpe | 0.98 | 3.69 | 1.10 | -0.44 | 0.03 |
| El mes mejor | +3.87% | +4.78% | +4.78% | +6.01% | +6.01% |
| El mes peor | -2.91% | -2.91% | -2.91% | -4.95% | -9.08% |
| Pérdida máxima | -3.00% | -3.00% | -5.22% | -15.59% | -18.89% |
| Rendimiento superior | +3.17% | - | +4.71% | - | - |
Todas las cotizaciones en EUR
Tramos
| Nombre | Tipo de beneficio | Prec. de rescate | Promedio móvil | 3 Años | |
|---|---|---|---|---|---|
| AXA Wachstum Invest B | reinvestment | 63.6600 | +10.20% | +2.43% | |
| AXA Wachstum Invest A | reinvestment | 78.9200 | +8.84% | -1.16% |
Performance
| Año hasta la fecha | +2.74% | ||
|---|---|---|---|
| 6 Meses | +10.96% | ||
| Promedio móvil | +10.20% | ||
| 3 Años | +2.43% | ||
| 5 Años | +22.26% | ||
| Desde el principio | +27.50% | ||
| Año | |||
| 2023 | +9.03% | ||
| 2022 | -14.10% | ||
| 2021 | +13.74% | ||
| 2020 | +5.86% | ||
| 2019 | +18.84% | ||
