DetailsChartProfilRisikomatrixNachrichtenDokumente

AXA WF ROBOTECH F Cap CHF H/  LU1690255929  /

Fonds
NAV24.05.2024 Diff.+1,4400 Ertragstyp Ausrichtung Fondsgesellschaft
138,9300CHF +1,05% thesaurierend Aktien weltweit AXA Fds. Management ▶
 

Monatliche Performance

  Jan Feb Mrz Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2018 - -4,90 -3,03 -1,93 2,35 -2,96 1,58 3,41 -1,52 -11,80 2,44 -10,12 -22,96%
2019 9,64 5,29 1,90 7,36 -12,50 10,15 -1,41 -3,23 3,08 2,42 5,31 2,86 +32,83%
2020 -2,15 -6,66 -10,20 14,88 8,40 4,84 7,81 5,49 -1,28 -1,59 13,41 6,14 +42,41%
2021 1,54 0,49 -1,77 2,42 -0,72 3,18 2,23 2,16 -4,97 6,48 0,43 3,34 +15,34%
2022 -14,11 -3,08 0,01 -12,25 -3,85 -12,05 14,00 -7,46 -11,13 5,38 9,71 -7,59 -38,11%
2023 12,30 -1,53 5,31 -4,09 3,36 6,28 0,78 -6,85 -7,09 -8,02 13,26 8,41 +20,85%
2024 -0,35 6,41 2,53 -4,98 6,98 - - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 18,49% 17,56% 18,16% 23,63% 25,01%
Sharpe Ratio 1,39 2,36 0,85 -0,24 0,25
Bester Monat +8,41% +13,26% +13,26% +14,00% +14,88%
Schlechtester Monat -4,98% -4,98% -8,02% -14,11% -14,11%
Maximaler Verlust -10,57% -10,57% -23,15% -44,55% -44,55%
Outperformance - - - - -
 
Alle Kurse in CHF

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
AXA WF ROBOTECH E Cap EUR thesaurierend 216,9300 +22,16% +14,69%
AXA WF ROBOTECH I Cap CHF thesaurierend 215,9800 +15,50% -5,00%
AXA WF ROBOTECH G Cap CHF H thesaurierend 176,9300 +19,88% -4,06%
AXA WF ROBOTECH A Cap CHF thesaurierend 196,2600 +25,40% +6,01%
AXA WF ROBOTECH U Cap USD thesaurierend 169,8100 +24,03% +3,91%
AXA WF ROBOTECH F Cap CHF thesaurierend 188,5100 +26,33% +8,42%
AXA WF ROBOTECH A Cap CHF H thesaurierend 159,0200 +18,38% -7,62%
AXA WF ROBOTECH E Cap EUR H thesaurierend 157,4300 +20,23% -6,81%
AXA WF ROBOTECH F Cap CHF H thesaurierend 138,9300 +19,30% -5,44%
AXA WF Robotech ZF (H) Capitalis... thesaurierend 152,9700 +19,59% -4,76%
AXA WF Robotech ZF Capitalisatio... thesaurierend 166,1700 +26,64% +9,24%
AXA WF Robotech BR (Hedged to BR... thesaurierend 145,1800 +25,05% +29,29%
AXA WF ROBOTECH F Cap EUR thesaurierend 220,5400 +24,00% +19,98%
AXA WF ROBOTECH F Cap GBP thesaurierend 237,7500 +21,31% +17,91%
AXA WF ROBOTECH F Dis GBP ausschüttend 231,6600 +21,31% +17,91%
AXA WF ROBOTECH I Cap GBP thesaurierend 256,4400 +21,59% +18,76%
AXA WF ROBOTECH F Cap USD thesaurierend 258,9600 +24,96% +6,27%
AXA WF ROBOTECH F Dis EUR ausschüttend 225,6700 +24,00% +19,98%
AXA WF ROBOTECH F Cap EUR H thesaurierend 158,4900 +22,07% -2,55%
AXA WF ROBOTECH I Cap EUR thesaurierend 253,6600 +24,30% +20,85%
AXA WF ROBOTECH I Cap USD thesaurierend 263,6000 +25,27% +7,04%
AXA WF ROBOTECH ZF Cap EUR thesaurierend 185,4200 +24,31% +20,88%
AXA WF Robotech ZF Distribution ... ausschüttend 189,6900 +24,31% +20,88%
AXA WF Robotech ZF Capitalisatio... thesaurierend 181,8400 +25,28% +7,07%
AXA WF Robotech ZF (H) Capitalis... thesaurierend 159,4700 +22,37% -1,83%
AXA WF Robotech ZF (H) Capitalis... thesaurierend 160,5100 +23,97% +1,48%
AXA WF Robotech ZF Distribution ... ausschüttend 179,3800 +21,61% +18,80%
AXA WF Robotech ZF Capitalisatio... thesaurierend 178,6800 +21,61% +18,80%
AXA WF ROBOTECH G Cap EUR H thesaurierend 183,0100 +22,67% -1,09%
AXA WF ROBOTECH G Cap USD thesaurierend 268,6700 +25,59% +7,89%
AXA WF ROBOTECH A Dis EUR ausschüttend 216,4000 +23,08% +17,30%
AXA WF ROBOTECH A Dis USD ausschüttend 200,6500 +24,03% +3,90%
AXA WF ROBOTECH A Cap EUR thesaurierend 229,1600 +23,08% +17,30%
AXA WF ROBOTECH A Cap USD thesaurierend 231,0000 +24,03% +3,91%
AXA WF ROBOTECH A Cap EUR H thesaurierend 165,8400 +21,14% -4,60%
AXA WF Robotech N Capitalisation... thesaurierend 127,0600 +23,05% -

Performance

lfd. Jahr  
+10,51%
6 Monate  
+20,32%
1 Jahr  
+19,30%
3 Jahre
  -5,44%
5 Jahre  
+60,59%
10 Jahre     -
seit Beginn  
+38,93%
Jahr
2023  
+20,85%
2022
  -38,11%
2021  
+15,34%
2020  
+42,41%
2019  
+32,83%
2018
  -22,96%