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| AXA IM Japan Equity - B EUR ACC | ISIN: IE0031069614 | KAG: AXA IM Paris | |
| 1M | 3M | 6M | lfd. Jahr | 1J | 3J p.a. * | 5J p.a. * | 10J p.a. * | seit Beginn / p.a. * | |
|---|---|---|---|---|---|---|---|---|---|
| Performance: | -1,50% | 5,65% | 17,62% | 10,90% | 20,32% | 3,32% | 3,97% | 6,77% | 54,57% / 1,95% |
| Volatilität: | 23,06% | 19,42% | 17,88% | 19,10% | 17,39% | 17,62% | 17,92% | 17,93% | 20,64% |
| Sharpe Ratio: | - | 0,24 | 0,87 | 0,50 | 0,95 | 0,67 | 1,29 | 5,05 | 2,41 |
| pos. Monate (%): | - | 66,67% | 83,33% | 75,00% | 58,33% | 47,22% | 53,33% | 54,17% | 46,72% |
| Max. Verlust: | -6,94% | -7,88% | -7,88% | -7,88% | -11,08% | -23,50% | -27,65% | -28,60% | -58,31% |
| Beta: | 1,22 | 1,18 | 1,14 | 1,21 | 1,09 | 1,08 | 1,05 | 1,09 | - |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jan | 6,35% | 4,26% | -5,28% | 0,65% | -0,84% | 6,97% | 0,86% | 1,56% | -7,38% | 9,62% | -0,68% |
| Feb | 4,80% | -3,06% | -1,16% | -1,17% | -9,37% | 0,60% | -1,26% | 3,31% | -4,81% | 6,47% | -3,61% |
| Mär | 2,27% | 1,99% | -1,99% | 2,71% | -8,59% | 1,19% | -2,48% | -0,80% | 0,99% | 6,49% | -1,96% |
| Apr | -4,91% | -1,61% | -4,30% | -3,85% | 7,41% | -0,12% | 2,65% | -0,23% | 6,73% | 2,18% | -1,84% |
| Mai | 2,24% | 6,07% | 0,90% | -0,21% | 6,59% | -3,83% | 2,90% | -0,81% | 2,01% | 4,44% | 3,68% |
| Jun | - | 0,22% | -6,41% | 2,32% | -1,28% | 1,09% | -2,94% | -0,81% | -1,98% | -2,79% | 5,32% |
| Jul | - | 0,98% | 8,63% | -0,10% | -6,21% | 1,52% | 0,11% | -0,93% | 3,75% | 0,50% | 2,00% |
| Aug | - | -1,08% | -1,63% | 2,81% | 6,24% | -1,48% | -1,18% | -0,35% | -0,90% | -6,06% | 0,66% |
| Sep | - | -2,05% | -7,37% | 3,32% | 2,64% | 4,28% | 1,52% | 2,47% | 1,17% | -2,05% | 1,79% |
| Okt | - | -5,39% | 0,72% | -1,79% | -1,06% | 1,75% | -6,71% | 6,67% | 4,23% | 7,63% | -1,12% |
| Nov | - | 3,04% | 4,23% | -1,88% | 7,47% | 2,27% | 0,23% | -0,53% | 0,86% | 5,06% | 0,65% |
| Dez | - | 2,38% | -6,00% | 1,31% | 2,21% | 1,27% | -9,10% | -0,11% | 1,46% | -4,53% | 0,96% |
| Berechnungsbasis: 02.05.2024 * annualisierte Berechnung bezieht sich ausschließlich auf Performance |
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