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| AXA IM All Country Asia Pacific Ex-Japan Small Cap Equity QI - B USD ACC | ISIN: IE0004334029 | KAG: AXA IM Paris | |
| 1M | 3M | 6M | lfd. Jahr | 1J | 3J p.a. * | 5J p.a. * | 10J p.a. * | seit Beginn / p.a. * | |
|---|---|---|---|---|---|---|---|---|---|
| Performance: | -1,31% | 2,87% | 16,76% | 4,58% | 18,34% | 1,89% | 7,83% | 4,86% | 1.145,60% / 11,11% |
| Volatilität: | 12,76% | 10,56% | 11,02% | 10,73% | 11,26% | 14,74% | 17,38% | 15,38% | 19,35% |
| Sharpe Ratio: | - | 0,18 | 1,34 | 0,31 | 1,29 | 0,49 | 2,72 | 3,82 | 58,95 |
| pos. Monate (%): | - | 66,67% | 83,33% | 75,00% | 58,33% | 50,00% | 55,00% | 56,67% | 61,86% |
| Max. Verlust: | -4,45% | -5,09% | -5,09% | -5,09% | -8,59% | -27,35% | -42,45% | -48,88% | -71,40% |
| Beta: |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jan | 0,40% | 6,76% | -4,98% | 0,05% | -4,41% | 5,08% | 7,27% | 4,93% | -7,74% | -0,56% | -4,02% |
| Feb | 2,62% | -4,90% | 0,68% | 4,31% | -7,30% | 2,85% | -3,28% | 3,57% | 1,32% | 5,87% | 4,95% |
| Mär | 1,90% | -0,50% | 1,79% | 3,45% | -21,76% | 0,92% | -1,77% | 2,20% | 13,35% | -0,58% | 2,40% |
| Apr | -0,81% | 1,82% | -3,69% | 6,58% | 16,30% | -0,01% | 0,70% | -0,95% | 3,83% | 9,12% | 1,33% |
| Mai | -0,12% | -1,39% | -2,59% | 0,50% | 4,03% | -4,84% | 0,03% | 1,86% | -3,78% | -0,29% | 0,64% |
| Jun | - | 2,99% | -11,04% | -0,15% | 7,20% | 4,21% | -5,01% | 2,69% | 1,58% | -5,15% | 0,20% |
| Jul | - | 5,49% | 2,80% | -0,21% | 6,89% | -2,10% | 0,45% | 2,24% | 8,11% | -4,45% | 4,04% |
| Aug | - | -2,13% | 1,56% | -0,62% | 4,95% | -4,14% | -0,41% | 0,56% | -0,36% | -9,34% | 1,98% |
| Sep | - | -0,41% | -10,37% | -4,42% | -2,35% | 1,15% | -2,23% | -0,55% | 2,23% | 0,68% | -7,44% |
| Okt | - | -4,69% | 0,56% | 1,63% | 1,09% | 3,65% | -13,27% | 2,14% | -3,23% | 6,15% | -0,51% |
| Nov | - | 7,37% | 11,96% | -3,52% | 9,49% | -0,68% | 4,06% | -1,01% | -2,66% | -3,86% | -5,00% |
| Dez | - | 5,76% | -2,48% | 5,45% | 5,36% | 4,39% | -3,50% | 3,26% | -0,24% | -0,19% | -0,20% |
| Berechnungsbasis: 02.05.2024 * annualisierte Berechnung bezieht sich ausschließlich auf Performance |
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