Candriam Equities L Australia N EUR Acc/ LU0256780874 /
| NAV17.06.2024 | Diff.-1,9000 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 295,0100EUR | -0,64% | thesaurierend | Aktien Branchenmix | Candriam ▶ |
Monatliche Performance
| Jan | Feb | Mrz | 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 | -0,23 | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 13,59% | 13,36% | 15,31% | 18,31% | 22,76% |
| Sharpe Ratio | 0,00 | 0,42 | 0,00 | 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 | 1.972,2900 | +7,37% | +22,02% | |
| Candriam Equities L Australia R ... | thesaurierend | 235,4800 | +6,91% | +20,54% | |
| Candriam Equities L Australia, I... | thesaurierend | 2.560,1101 | +7,18% | +21,46% | |
| Candriam Equities L Australia, I... | thesaurierend | 325,7000 | +5,38% | +17,80% | |
| Candriam Equities L Australia N ... | thesaurierend | 1.822,4900 | +5,49% | +15,78% | |
| Candriam Equities L Australia N ... | thesaurierend | 295,0100 | +3,72% | +12,31% | |
| Candriam Equities L Australia, C... | thesaurierend | 316,8300 | +4,19% | +13,81% | |
| Candriam Equities L Australia, C... | ausschüttend | 900,8500 | +5,94% | +17,24% | |
| Candriam Equities L Australia, C... | thesaurierend | 2.060,0801 | +5,97% | +17,38% |
Performance
| lfd. Jahr | +1,69% | ||
|---|---|---|---|
| 6 Monate | +4,52% | ||
| 1 Jahr | +3,72% | ||
| 3 Jahre | +12,31% | ||
| 5 Jahre | +50,38% | ||
| 10 Jahre | +80,42% | ||
| seit Beginn | +138,39% | ||
| 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% | ||
