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AXA WF Robotech ZF Capitalisation CHF/  LU1987917330  /

Fonds
NAV05.06.2024 Diff.+4,0800 Ertragstyp Ausrichtung Fondsgesellschaft
163,0300CHF +2,57% thesaurierend Aktien weltweit AXA Fds. Management ▶
 

Monatliche Performance

  Jan Feb Mrz Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2019 - - - - - - 0,41 -3,10 4,16 1,72 6,87 0,07 -
2020 -2,41 -6,20 -9,62 15,00 8,06 3,54 3,71 4,97 0,55 -1,68 12,24 3,72 +33,39%
2021 2,46 2,38 2,39 -0,59 -1,89 6,09 0,36 3,41 -3,10 4,39 1,77 2,26 +21,42%
2022 -12,31 -4,29 0,70 -7,15 -4,79 -11,87 13,82 -4,87 -9,87 7,61 5,26 -9,67 -34,25%
2023 11,93 0,84 3,06 -6,21 6,55 4,47 -1,95 -4,67 -3,40 -8,14 8,78 5,41 +15,50%
2024 1,91 9,66 5,24 -2,89 3,27 1,69 - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 18,62% 17,80% 17,37% 22,92% -%
Sharpe Ratio 2,71 3,15 0,74 -0,08 -
Bester Monat +9,66% +9,66% +9,66% +13,82% +15,00%
Schlechtester Monat -2,89% -2,89% -8,14% -12,31% -12,31%
Maximaler Verlust -8,17% -8,17% -20,70% -37,91% -
Outperformance - - - - -
 
Alle Kurse in CHF

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
AXA WF ROBOTECH E Cap EUR thesaurierend 217,0500 +14,47% +13,51%
AXA WF ROBOTECH I Cap CHF thesaurierend 215,9800 +15,50% -5,00%
AXA WF ROBOTECH G Cap CHF H thesaurierend 177,3400 +13,14% -4,47%
AXA WF ROBOTECH A Cap CHF thesaurierend 192,4800 +15,48% +3,11%
AXA WF ROBOTECH U Cap USD thesaurierend 170,2600 +16,99% +3,51%
AXA WF ROBOTECH F Cap CHF thesaurierend 184,9200 +16,34% +5,45%
AXA WF ROBOTECH A Cap CHF H thesaurierend 159,3300 +11,72% -8,00%
AXA WF ROBOTECH E Cap EUR H thesaurierend 157,7500 +13,44% -7,17%
AXA WF ROBOTECH F Cap CHF H thesaurierend 139,2300 +12,59% -5,84%
AXA WF Robotech ZF (H) Capitalis... thesaurierend 153,3200 +12,87% -5,16%
AXA WF Robotech ZF Capitalisatio... thesaurierend 163,0300 +16,63% +6,24%
AXA WF Robotech BR (Hedged to BR... thesaurierend 141,8400 +14,01% +19,29%
AXA WF ROBOTECH F Cap EUR thesaurierend 220,7700 +16,19% +18,73%
AXA WF ROBOTECH F Cap GBP thesaurierend 238,0700 +14,65% +17,55%
AXA WF ROBOTECH F Dis GBP ausschüttend 231,9700 +14,66% +17,55%
AXA WF ROBOTECH I Cap GBP thesaurierend 256,8100 +14,93% +18,40%
AXA WF ROBOTECH F Cap USD thesaurierend 259,7200 +17,88% +5,86%
AXA WF ROBOTECH F Dis EUR ausschüttend 225,9000 +16,19% +18,73%
AXA WF ROBOTECH F Cap EUR H thesaurierend 158,9000 +15,18% -2,94%
AXA WF ROBOTECH I Cap EUR thesaurierend 253,9400 +16,48% +19,58%
AXA WF ROBOTECH I Cap USD thesaurierend 264,3900 +18,16% +6,62%
AXA WF ROBOTECH ZF Cap EUR thesaurierend 185,6300 +16,48% +19,61%
AXA WF Robotech ZF Distribution ... ausschüttend 189,9000 +16,48% +19,61%
AXA WF Robotech ZF Capitalisatio... thesaurierend 182,3900 +18,17% +6,65%
AXA WF Robotech ZF (H) Capitalis... thesaurierend 159,8900 +15,46% -2,23%
AXA WF Robotech ZF (H) Capitalis... thesaurierend 160,9800 +16,97% +1,08%
AXA WF Robotech ZF Distribution ... ausschüttend 179,6300 +14,93% +18,43%
AXA WF Robotech ZF Capitalisatio... thesaurierend 178,9400 +14,94% +18,43%
AXA WF ROBOTECH G Cap EUR H thesaurierend 183,5100 +15,74% -1,49%
AXA WF ROBOTECH G Cap USD thesaurierend 269,5000 +18,47% +7,46%
AXA WF ROBOTECH A Dis EUR ausschüttend 216,5700 +15,33% +16,09%
AXA WF ROBOTECH A Dis USD ausschüttend 201,1900 +17,00% +3,51%
AXA WF ROBOTECH A Cap EUR thesaurierend 229,3400 +15,33% +16,09%
AXA WF ROBOTECH A Cap USD thesaurierend 231,6100 +17,00% +3,51%
AXA WF ROBOTECH A Cap EUR H thesaurierend 166,2200 +14,30% -4,96%
AXA WF Robotech N Capitalisation... thesaurierend 127,3700 +16,07% -

Performance

lfd. Jahr  
+19,94%
6 Monate  
+26,35%
1 Jahr  
+16,63%
3 Jahre  
+6,24%
5 Jahre  
+63,03%
10 Jahre     -
seit Beginn  
+63,03%
Jahr
2023  
+15,50%
2022
  -34,25%
2021  
+21,42%
2020  
+33,39%