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| AXA WF Optimal Income - A EUR ACC | ISIN: LU0179866438 | KAG: AXA IM Paris | |
| 1M | 3M | 6M | lfd. Jahr | 1J | 3J p.a. * | 5J p.a. * | 10J p.a. * | seit Beginn / p.a. * | |
|---|---|---|---|---|---|---|---|---|---|
| Performance: | -0,61% | 3,66% | 7,55% | 7,45% | 3,53% | 4,90% | 4,50% | 1,89% | 122,91% / 3,77% |
| Volatilität: | 5,50% | 10,26% | 9,48% | 9,52% | 9,09% | 7,70% | 8,56% | 8,57% | 8,37% |
| Sharpe Ratio: | - | 0,30 | 0,66 | 0,64 | 0,03 | 1,60 | 3,06 | 1,42 | - |
| pos. Monate (%): | - | 66,67% | 66,67% | 60,00% | 58,33% | 52,78% | 55,00% | 57,50% | 62,74% |
| Max. Verlust: | -1,58% | -5,85% | -8,60% | -8,60% | -8,60% | -8,60% | -16,35% | -20,65% | -28,49% |
| Beta: | 0,75 | 0,73 | 0,88 | 0,87 | 0,96 | 0,98 | 1,09 | 1,08 | - |
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jan | 4,43% | 1,00% | 3,37% | -2,80% | -0,62% | -1,18% | 2,88% | 1,30% | -0,12% | -3,45% | 2,81% |
| Feb | 1,71% | 1,40% | -0,91% | -4,10% | 0,72% | -4,42% | 2,38% | -0,96% | 1,07% | -1,16% | 3,84% |
| Mär | -4,11% | 3,04% | -0,59% | 3,10% | -0,18% | -10,65% | 0,94% | -0,48% | 0,77% | 0,47% | 2,16% |
| Apr | 2,18% | -2,36% | 1,32% | -1,12% | 0,75% | 2,72% | 1,29% | 1,53% | 1,62% | 0,64% | 0,80% |
| Mai | 2,73% | 2,22% | -0,80% | -1,49% | 1,71% | 3,12% | -2,96% | -0,88% | 1,08% | 1,73% | 1,28% |
| Jun | -0,50% | -0,75% | 0,59% | -5,75% | -0,02% | 2,26% | 2,32% | -1,59% | -1,26% | -2,32% | -2,93% |
| Jul | 0,10% | 0,50% | 1,21% | 4,63% | -0,38% | 1,66% | 0,19% | 2,18% | 0,38% | 2,43% | 0,62% |
| Aug | - | 1,53% | -1,09% | -2,42% | 0,78% | 3,30% | -0,95% | -0,79% | -0,65% | 0,39% | -4,28% |
| Sep | - | -0,41% | -2,39% | -1,91% | -1,31% | -1,03% | 0,87% | -0,22% | 1,97% | -0,27% | -1,67% |
| Okt | - | -4,01% | -2,22% | 1,72% | 2,44% | -2,43% | 0,81% | -4,54% | 1,11% | -0,51% | 3,76% |
| Nov | - | 0,77% | 5,31% | 1,89% | -1,61% | 6,84% | 1,12% | -0,45% | -1,77% | -0,05% | 1,47% |
| Dez | - | -0,87% | 3,30% | -2,82% | 1,26% | 2,19% | 1,04% | -3,59% | 0,49% | 3,56% | -1,38% |
| Berechnungsbasis: 04.07.2025 * annualisierte Berechnung bezieht sich ausschließlich auf Performance |
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