Candriam Equities L Australia, C - Thesaurierung/ LU0078775011 /
NAV20.09.2024 | Diff.+1.1199 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
---|---|---|---|---|
2'180.9199AUD | +0.05% | thesaurierend | Aktien Branchenmix | Candriam ▶ |
Monatliche Performance
Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1997 | - | - | - | - | - | - | - | - | - | - | 1.51 | 7.44 | - |
1998 | -0.15 | 1.97 | 1.36 | 0.39 | -1.55 | -0.72 | 2.55 | -7.68 | 5.10 | 1.37 | 6.56 | 1.13 | +10.07% |
1999 | 3.20 | 0.59 | 3.93 | 4.51 | -7.14 | 3.51 | 1.91 | -1.24 | 0.24 | -0.80 | 6.29 | 4.96 | +21.01% |
2000 | -2.35 | 0.74 | -0.44 | -2.22 | -0.65 | 8.29 | -1.88 | 1.74 | -0.35 | 0.33 | 0.78 | -0.98 | +2.61% |
2001 | 3.96 | -0.15 | -4.42 | 6.77 | 1.02 | 3.27 | -3.50 | -1.29 | -7.11 | 6.81 | 3.46 | 2.72 | +10.98% |
2002 | 1.10 | -2.01 | 1.01 | -2.48 | 1.58 | -5.33 | -4.86 | 1.11 | -5.80 | 1.92 | 1.20 | -1.90 | -13.96% |
2003 | -1.26 | -5.14 | 3.57 | 4.78 | 1.17 | 0.51 | 4.78 | 3.22 | 0.75 | 4.62 | -2.93 | 3.24 | +18.08% |
2004 | -1.57 | 3.27 | 3.57 | 0.30 | 1.78 | 3.26 | 0.74 | 1.50 | 4.45 | 3.13 | 4.73 | 3.35 | +32.28% |
2005 | 3.21 | 3.71 | -0.55 | -5.16 | 2.60 | 6.16 | 2.45 | 2.11 | 6.12 | -4.83 | 5.59 | 3.68 | +27.20% |
2006 | 3.72 | 0.11 | 8.07 | 2.65 | -4.22 | 0.75 | -1.89 | 3.04 | 0.45 | 4.93 | 2.52 | 2.65 | +24.65% |
2007 | 1.76 | 0.42 | 3.89 | 1.85 | 2.56 | -0.09 | -5.61 | 5.60 | 7.33 | 3.16 | -1.76 | -3.24 | +16.23% |
2008 | -7.52 | -3.97 | -3.44 | 5.85 | 2.19 | -7.69 | -5.37 | 5.95 | -8.86 | -12.04 | -13.68 | 3.27 | -38.64% |
2009 | -7.03 | -3.39 | 9.97 | 7.89 | 2.32 | -2.06 | 12.55 | 7.40 | 4.10 | -3.81 | 5.05 | 3.88 | +41.07% |
2010 | -7.62 | 4.28 | 5.34 | -3.46 | -7.18 | -5.00 | 7.48 | 0.13 | 1.88 | 2.78 | -2.18 | 2.96 | -1.96% |
2011 | 0.11 | 2.72 | 0.75 | -1.88 | -1.79 | -2.05 | -3.87 | -2.35 | -7.59 | 8.49 | -1.85 | -3.47 | -12.79% |
2012 | 3.90 | 2.40 | 1.37 | 1.72 | -8.65 | 1.42 | 2.88 | 2.75 | 0.97 | 1.32 | 2.47 | 4.29 | +17.47% |
2013 | 5.19 | 5.01 | -2.42 | 2.68 | -3.27 | -3.38 | 8.29 | 3.44 | 1.53 | 4.26 | -0.58 | 2.07 | +24.44% |
2014 | -4.48 | 6.04 | 1.28 | 0.01 | 0.94 | -2.82 | 2.95 | 1.51 | -4.50 | 2.77 | -5.51 | 5.34 | +2.74% |
2015 | 1.77 | 7.34 | -0.51 | -1.57 | -0.49 | -3.47 | 3.80 | -9.84 | 0.53 | 1.11 | 2.37 | 0.21 | +0.27% |
2016 | -4.50 | -1.76 | 2.59 | 4.60 | 2.86 | -2.54 | 6.38 | -2.65 | 0.15 | -1.93 | 5.46 | 1.73 | +10.14% |
2017 | 1.16 | 0.26 | 3.26 | 1.04 | -1.76 | -1.13 | 1.52 | -0.89 | 1.11 | 4.97 | 1.15 | 2.71 | +14.02% |
2018 | 0.62 | -0.67 | -2.79 | 5.36 | -0.38 | 2.63 | 1.65 | 1.10 | -0.79 | -6.63 | -3.90 | -5.43 | -9.46% |
2019 | 6.57 | 7.01 | 1.06 | 1.25 | -1.54 | 6.01 | 2.38 | -1.27 | 3.52 | -0.02 | 3.01 | -2.70 | +27.75% |
2020 | 5.07 | -7.93 | -22.77 | 9.52 | 5.11 | 2.70 | 1.66 | 4.11 | -3.65 | 2.90 | 11.37 | 2.46 | +5.76% |
2021 | 0.55 | 4.17 | 1.41 | 4.20 | 1.92 | 1.35 | 2.69 | 3.35 | -1.64 | 0.88 | -0.86 | 2.50 | +22.34% |
2022 | -6.57 | 1.50 | 8.02 | -0.98 | -1.89 | -9.32 | 4.85 | 3.42 | -5.91 | 5.81 | 5.20 | -4.11 | -1.72% |
2023 | 6.92 | -2.71 | -1.08 | 1.85 | -1.78 | 1.33 | 3.06 | -0.79 | -3.61 | -4.17 | 4.37 | 6.97 | +9.98% |
2024 | -0.06 | 1.41 | 3.63 | -2.43 | 0.35 | 0.53 | 3.15 | -0.51 | 1.83 | - | - | - | - |
Kennzahlen
lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
---|---|---|---|---|---|
Volatilität | 12.44% | 13.00% | 12.10% | 14.20% | 18.42% |
Sharpe Ratio | 0.64 | 0.61 | 0.86 | 0.23 | 0.28 |
Bester Monat | +6.97% | +3.63% | +6.97% | +8.02% | +11.37% |
Schlechtester Monat | -2.43% | -2.43% | -4.17% | -9.32% | -22.77% |
Maximaler Verlust | -6.21% | -6.21% | -6.21% | -15.75% | -38.17% |
Outperformance | +1.76% | - | +1.31% | +0.54% | +2.04% |
Alle Kurse in AUD
Tranchen
Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
---|---|---|---|---|---|
Candriam Equities L Australia, V... | thesaurierend | 2'095.2900 | +15.41% | +26.15% | |
Candriam Equities L Australia, R... | thesaurierend | 249.8700 | +14.90% | +24.59% | |
Candriam Equities L Australia, I... | thesaurierend | 2'718.3501 | +15.19% | +25.54% | |
Candriam Equities L Australia, I... | thesaurierend | 342.0300 | +16.25% | +23.99% | |
Candriam Equities L Australia, N... | thesaurierend | 1'927.1000 | +13.36% | +19.67% | |
Candriam Equities L Australia, N... | thesaurierend | 308.5200 | +14.41% | +18.21% | |
Candriam Equities L Australia, C... | thesaurierend | 331.7200 | +14.91% | +19.79% | |
Candriam Equities L Australia, C... | ausschüttend | 953.6000 | +13.84% | +21.18% | |
Candriam Equities L Australia, C... | thesaurierend | 2'180.9199 | +13.88% | +21.32% |
Performance
lfd. Jahr | +8.03% | ||
---|---|---|---|
6 Monate | +5.60% | ||
1 Jahr | +13.88% | ||
3 Jahre | +21.32% | ||
5 Jahre | +51.45% | ||
10 Jahre | +120.21% | ||
seit Beginn | +895.13% | ||
Jahr | |||
2023 | +9.98% | ||
2022 | -1.72% | ||
2021 | +22.34% | ||
2020 | +5.76% | ||
2019 | +27.75% | ||
2018 | -9.46% | ||
2017 | +14.02% | ||
2016 | +10.14% | ||
2015 | +0.27% |