AXA WF Digital Economy ZF (H) Capitalisation GBP/ LU1694772648 /
| NAV21/05/2024 | Diferencia+0.1400 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 143.0300GBP | +0.10% | reinvestment | Equity Worldwide | AXA Fds. Management ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2019 | - | - | - | - | - | - | 1.09 | -3.49 | -2.29 | 2.18 | 4.94 | 1.38 | - |
| 2020 | 4.18 | -5.55 | -10.69 | 14.73 | 11.25 | 4.86 | 7.58 | 8.01 | -3.13 | -1.42 | 8.89 | 5.42 | +49.80% |
| 2021 | -0.24 | 2.64 | -2.41 | 8.00 | -1.90 | 5.82 | 1.48 | 2.63 | -5.53 | 5.45 | -4.37 | 1.09 | +12.35% |
| 2022 | -9.63 | -5.53 | 0.25 | -11.41 | -6.88 | -8.84 | 9.27 | -4.39 | -13.00 | 3.47 | 2.38 | -6.40 | -42.00% |
| 2023 | 11.40 | -3.35 | 4.77 | -2.24 | 3.29 | 6.14 | 5.68 | -0.93 | -5.99 | -3.01 | 12.13 | 5.03 | +35.91% |
| 2024 | 2.25 | 3.12 | -0.79 | -6.11 | 6.71 | - | - | - | - | - | - | - | - |
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 14.74% | 13.68% | 15.30% | 22.91% | -% |
| Índice de Sharpe | 0.62 | 1.74 | 1.38 | -0.33 | - |
| El mes mejor | +6.71% | +12.13% | +12.13% | +12.13% | +14.73% |
| El mes peor | -6.11% | -6.11% | -6.11% | -13.00% | -13.00% |
| Pérdida máxima | -9.11% | -9.11% | -12.10% | -47.31% | - |
| Rendimiento superior | - | - | - | - | - |
Todas las cotizaciones en GBP
Tramos
| Nombre | Tipo de beneficio | Prec. de rescate | Promedio móvil | 3 Años | |
|---|---|---|---|---|---|
| AXA WF Digital Economy F Cap CHF... | reinvestment | 136.2100 | +20.01% | -16.96% | |
| AXA WF Digital Economy U Cap USD | reinvestment | 162.0100 | +24.73% | -9.26% | |
| AXA WF Digital Economy A Cap CHF... | reinvestment | 145.3300 | +19.17% | -18.81% | |
| AXA WF Digital Economy A Cap SGD... | reinvestment | 168.4900 | +22.25% | -12.87% | |
| AXA WF Digital Economy A Dis CHF... | paying dividend | 144.9900 | +19.18% | -18.80% | |
| AXA WF Digital Economy G Cap CHF... | reinvestment | 161.1500 | +20.67% | -15.73% | |
| AXA WF Digital Economy ZF Cap CH... | reinvestment | 133.3800 | +20.37% | -16.30% | |
| AXA WF Digital Economy A Cap HKD... | reinvestment | 80.7400 | +18.81% | -19.26% | |
| AXA WF Digital Economy E Cap EUR... | reinvestment | 164.5100 | +21.41% | -17.46% | |
| AXA WF Digital Economy I Cap CHF... | reinvestment | 154.0100 | +20.36% | -16.38% | |
| AXA WF Digital Economy ZF (H) Di... | paying dividend | 129.8500 | +20.38% | -16.30% | |
| AXA WF Digital Economy BR (Hedge... | reinvestment | 138.6900 | +27.01% | +13.79% | |
| AXA WF Digital Economy I Cap USD | reinvestment | 215.2600 | +25.96% | -6.53% | |
| AXA WF Digital Economy I Cap EUR... | reinvestment | 181.1600 | +23.23% | -13.74% | |
| AXA WF Digital Economy F Cap USD | reinvestment | 211.8600 | +25.66% | -7.20% | |
| AXA WF Digital Economy F Cap EUR... | reinvestment | 178.3300 | +22.91% | -14.35% | |
| AXA WF Digital Economy F Cap GBP... | reinvestment | 178.1600 | +24.60% | -11.58% | |
| AXA WF Digital Economy F Dis EUR... | paying dividend | 178.3500 | +22.92% | -14.34% | |
| AXA WF Digital Economy M Cap USD | reinvestment | 108.4500 | +26.71% | -4.83% | |
| AXA WF Digital Economy ZF Cap US... | reinvestment | 215.3500 | +25.97% | -6.50% | |
| AXA WF Digital Economy ZF Dis GB... | paying dividend | 192.1200 | +24.91% | -10.87% | |
| AXA WF Digital Economy ZF (H) Ca... | reinvestment | 138.2300 | +23.22% | -13.69% | |
| AXA WF Digital Economy ZF (H) Ca... | reinvestment | 143.0300 | +24.91% | -10.87% | |
| AXA WF Digital Economy ZF (H) Di... | paying dividend | 138.6800 | +23.24% | -13.67% | |
| AXA WF Digital Economy G Cap USD | reinvestment | 198.3300 | +26.28% | -5.80% | |
| AXA WF Digital Economy G Cap EUR... | reinvestment | 184.4500 | +23.54% | -13.02% | |
| AXA WF Digital Economy A Cap EUR... | reinvestment | 170.0100 | +22.04% | -16.24% | |
| AXA WF Digital Economy A Cap USD | reinvestment | 201.6200 | +24.73% | -9.27% | |
| AXA WF Digital Economy A Dis USD | paying dividend | 185.0700 | +24.72% | -9.27% | |
| AXA WF Digital Economy A Dis EUR... | paying dividend | 152.1100 | +22.02% | -16.20% | |
| AXA WF Digital Economy N Cap USD | reinvestment | 91.9300 | +19.05% | - |
Performance
| Año hasta la fecha | +4.81% | ||
|---|---|---|---|
| 6 Meses | +12.86% | ||
| Promedio móvil | +24.91% | ||
| 3 Años | -10.87% | ||
| 5 Años | +43.03% | ||
| 10 Años | - | ||
| Desde el principio | +43.03% | ||
| Año | |||
| 2023 | +35.91% | ||
| 2022 | -42.00% | ||
| 2021 | +12.35% | ||
| 2020 | +49.80% | ||
