Candriam Equities L Australia N EUR Acc/ LU0256780874 /
| NAV14.06.2024 | Diff.+0.0800 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 296.9100EUR | +0.03% | thesaurierend | Aktien Branchenmix | Candriam ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2008 | - | -1.82 | -9.76 | 11.20 | 3.55 | -8.39 | -6.39 | 2.78 | -12.54 | -18.54 | -14.88 | 0.88 | -44.71% |
| 2009 | -8.05 | -2.08 | 14.35 | 14.28 | 4.31 | -0.21 | 14.45 | 7.56 | 6.94 | -2.47 | 4.54 | 6.76 | +75.49% |
| 2010 | -5.79 | 6.97 | 8.87 | -0.40 | -9.41 | -4.20 | 8.26 | 0.88 | 3.14 | 2.17 | 2.14 | 6.73 | +18.99% |
| 2011 | -4.76 | 4.11 | -0.46 | -0.71 | -1.35 | -2.45 | 0.30 | -5.79 | -10.64 | 13.99 | -1.00 | -1.28 | -11.29% |
| 2012 | 8.00 | 1.84 | -2.41 | 2.81 | -8.93 | 4.40 | 8.79 | -1.46 | -0.29 | 0.07 | 2.67 | 2.35 | +17.93% |
| 2013 | 2.60 | 6.96 | 1.15 | -0.46 | -9.15 | -8.07 | 3.89 | 3.34 | 3.80 | 5.09 | -4.23 | -1.31 | +2.15% |
| 2014 | -4.85 | 6.15 | 5.08 | -0.66 | 2.99 | -1.82 | 3.74 | 3.70 | -6.88 | 4.05 | -7.83 | 4.01 | +6.54% |
| 2015 | 3.82 | 8.50 | 1.36 | -2.62 | -1.33 | -4.67 | 0.17 | -14.37 | -0.09 | 3.77 | 8.70 | -2.21 | -1.13% |
| 2016 | -6.82 | -1.25 | 5.32 | 3.21 | 0.42 | 0.33 | 7.55 | -3.12 | 1.30 | -0.40 | 5.85 | 0.16 | +12.31% |
| 2017 | 3.47 | 3.24 | 1.74 | -2.75 | -5.34 | 0.40 | 2.18 | -2.40 | 0.55 | 4.06 | -2.20 | 5.03 | +7.66% |
| 2018 | 0.38 | -2.40 | -5.13 | 5.47 | 3.31 | 0.16 | 2.02 | -1.14 | -0.61 | -6.28 | -0.96 | -10.17 | -15.23% |
| 2019 | 10.05 | 5.50 | 2.65 | 0.05 | -2.42 | 5.30 | 2.70 | -2.45 | 4.01 | 0.59 | 2.15 | -1.07 | +29.77% |
| 2020 | 2.18 | -10.24 | -27.00 | 17.52 | 4.63 | 4.65 | 0.81 | 5.87 | -5.36 | 2.05 | 14.19 | 4.07 | +5.53% |
| 2021 | 1.39 | 6.20 | 2.02 | 3.04 | 0.61 | 0.99 | 0.85 | 3.19 | -1.60 | 5.05 | -3.68 | 4.70 | +24.75% |
| 2022 | -8.27 | 3.62 | 12.27 | 0.17 | -3.21 | -10.67 | 8.98 | 3.82 | -9.53 | 3.16 | 5.74 | -5.98 | -2.97% |
| 2023 | 8.90 | -5.03 | -4.02 | -0.83 | -0.48 | 1.78 | 2.58 | -3.06 | -0.81 | -6.19 | 5.58 | 8.98 | +6.18% |
| 2024 | -1.17 | -0.20 | 3.75 | -1.34 | 0.94 | 0.42 | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 13.61% | 14.02% | 15.27% | 18.28% | 22.76% |
| Sharpe Ratio | 0.12 | 0.61 | 0.14 | 0.01 | 0.21 |
| Bester Monat | +8.98% | +8.98% | +8.98% | +12.27% | +17.52% |
| Schlechtester Monat | -1.34% | -1.34% | -6.19% | -10.67% | -27.00% |
| Maximaler Verlust | -7.15% | -7.15% | -11.46% | -19.79% | -45.81% |
| Outperformance | +1.41% | - | -3.92% | -1.48% | -4.05% |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Candriam Equities L Australia V ... | thesaurierend | 1'982.5200 | +9.50% | +21.79% | |
| Candriam Equities L Australia R ... | thesaurierend | 236.7100 | +9.02% | +20.32% | |
| Candriam Equities L Australia, I... | thesaurierend | 2'573.4399 | +9.30% | +21.23% | |
| Candriam Equities L Australia, I... | thesaurierend | 327.7600 | +7.55% | +17.87% | |
| Candriam Equities L Australia N ... | thesaurierend | 1'832.2100 | +7.56% | +15.56% | |
| Candriam Equities L Australia N ... | thesaurierend | 296.9100 | +5.84% | +12.37% | |
| Candriam Equities L Australia, C... | thesaurierend | 318.8600 | +6.32% | +13.87% | |
| Candriam Equities L Australia, C... | ausschüttend | 905.6200 | +8.02% | +17.02% | |
| Candriam Equities L Australia, C... | thesaurierend | 2'070.9900 | +8.06% | +17.16% |
Performance
| lfd. Jahr | +2.34% | ||
|---|---|---|---|
| 6 Monate | +5.94% | ||
| 1 Jahr | +5.84% | ||
| 3 Jahre | +12.37% | ||
| 5 Jahre | +50.62% | ||
| 10 Jahre | +80.79% | ||
| seit Beginn | +139.93% | ||
| Jahr | |||
| 2023 | +6.18% | ||
| 2022 | -2.97% | ||
| 2021 | +24.75% | ||
| 2020 | +5.53% | ||
| 2019 | +29.77% | ||
| 2018 | -15.23% | ||
| 2017 | +7.66% | ||
| 2016 | +12.31% | ||
| 2015 | -1.13% | ||
