Candriam Equities L Australia R AUD Acc/ LU0942225839 /
NAV15.05.2024 | Diff.+0,7200 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
---|---|---|---|---|
238,6000AUD | +0,30% | thesaurierend | Aktien Branchenmix | Candriam ▶ |
Monatliche Performance
Jan | Feb | Mrz | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2013 | - | - | - | - | - | - | - | - | - | - | - | 2,14 | - |
2014 | -4,43 | 6,10 | 1,35 | 0,07 | 1,00 | -2,75 | 3,01 | 1,58 | -4,45 | 2,84 | -5,46 | 5,41 | +3,51% |
2015 | 1,83 | 7,39 | -0,45 | -1,50 | -0,44 | -3,41 | 3,87 | -9,77 | 0,59 | 1,18 | 2,43 | 0,27 | +1,03% |
2016 | -4,44 | -1,70 | 2,66 | 4,66 | 2,94 | -2,49 | 6,44 | -2,58 | 0,22 | -1,87 | 5,52 | 1,72 | +10,89% |
2017 | 1,22 | 0,33 | 3,33 | 1,09 | -1,70 | -1,07 | 1,59 | -0,83 | 1,16 | 5,04 | 1,21 | 2,75 | +14,84% |
2018 | 0,70 | -0,60 | -2,72 | 5,41 | -0,31 | 2,71 | 1,72 | 1,17 | -0,73 | -6,56 | -3,84 | -5,37 | -8,71% |
2019 | 6,65 | 7,08 | 1,14 | 1,32 | -1,47 | 6,09 | 2,46 | -1,19 | 3,59 | 0,05 | 3,08 | -2,62 | +28,83% |
2020 | 5,15 | -7,86 | -22,71 | 9,60 | 5,19 | 2,78 | 1,73 | 4,19 | -3,58 | 2,98 | 11,45 | 2,54 | +6,72% |
2021 | 0,62 | 4,24 | 1,49 | 4,28 | 2,00 | 1,42 | 2,76 | 3,44 | -1,57 | 0,95 | -0,78 | 2,58 | +23,43% |
2022 | -6,50 | 1,57 | 8,10 | -0,90 | -1,82 | -9,26 | 4,92 | 3,50 | -5,84 | 5,89 | 5,28 | -4,04 | -0,84% |
2023 | 7,00 | -2,64 | -1,00 | 1,92 | -1,71 | 1,40 | 3,13 | -0,71 | -3,54 | -4,10 | 4,45 | 7,04 | +10,96% |
2024 | 0,02 | 1,48 | 3,71 | -2,35 | 1,00 | - | - | - | - | - | - | - | - |
Kennzahlen
lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
---|---|---|---|---|---|
Volatilität | 11,01% | 10,87% | 11,20% | 14,05% | 18,36% |
Sharpe Ratio | 0,63 | 1,85 | 0,52 | 0,32 | 0,36 |
Bester Monat | +7,04% | +7,04% | +7,04% | +8,10% | +11,45% |
Schlechtester Monat | -2,35% | -2,35% | -4,10% | -9,26% | -22,71% |
Maximaler Verlust | -4,53% | -4,53% | -8,85% | -15,63% | -38,12% |
Outperformance | +6,47% | - | -2,53% | - | - |
Alle Kurse in AUD
Tranchen
Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
---|---|---|---|---|---|
Candriam Equities L Australia V ... | thesaurierend | 1.997,6200 | +10,14% | +28,66% | |
Candriam Equities L Australia R ... | thesaurierend | 238,6000 | +9,67% | +27,10% | |
Candriam Equities L Australia, I... | thesaurierend | 2.593,4399 | +9,94% | +28,07% | |
Candriam Equities L Australia, I... | thesaurierend | 328,1700 | +9,59% | +22,82% | |
Candriam Equities L Australia N ... | thesaurierend | 1.848,9100 | +8,20% | +22,09% | |
Candriam Equities L Australia N ... | thesaurierend | 297,6700 | +7,86% | +17,09% | |
Candriam Equities L Australia, C... | thesaurierend | 319,5600 | +8,34% | +18,66% | |
Candriam Equities L Australia, C... | ausschüttend | 913,5300 | +8,65% | +23,62% | |
Candriam Equities L Australia, C... | thesaurierend | 2.089,0100 | +8,70% | +23,77% |
Performance
lfd. Jahr | +3,83% | ||
---|---|---|---|
6 Monate | +11,22% | ||
1 Jahr | +9,67% | ||
3 Jahre | +27,10% | ||
5 Jahre | +64,68% | ||
10 Jahre | +127,11% | ||
seit Beginn | +138,60% | ||
Jahr | |||
2023 | +10,96% | ||
2022 | -0,84% | ||
2021 | +23,43% | ||
2020 | +6,72% | ||
2019 | +28,83% | ||
2018 | -8,71% | ||
2017 | +14,84% | ||
2016 | +10,89% | ||
2015 | +1,03% |