| zurück zur Übersicht |
|
||
|---|---|---|---|
| AXA WF Optimal Income - A EUR ACC | ISIN: LU0179866438 | KAG: AXA Fds. Management | |
| 1M | 3M | 6M | lfd. Jahr | 1J | 3J p.a. * | 5J p.a. * | 10J p.a. * | seit Beginn / p.a. * | |
|---|---|---|---|---|---|---|---|---|---|
| Performance: | -2,01% | 2,37% | 10,75% | 2,79% | 7,10% | 0,31% | 1,95% | 2,44% | 110,64% / 3,70% |
| Volatilität: | 8,88% | 7,29% | 6,83% | 7,15% | 7,11% | 8,44% | 9,14% | 8,41% | 8,34% |
| Sharpe Ratio: | - | 0,19 | 1,28 | 0,21 | 0,46 | 0,28 | 1,27 | 3,00 | 12,74 |
| pos. Monate (%): | - | 66,67% | 83,33% | 75,00% | 75,00% | 52,78% | 56,67% | 57,50% | 61,45% |
| Max. Verlust: | -2,42% | -2,93% | -2,93% | -2,93% | -7,03% | -16,35% | -20,65% | -20,65% | -28,49% |
| Beta: | 1,36 | 1,41 | 1,38 | 1,37 | 1,25 | 1,10 | 1,10 | 1,09 | - |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jan | 1,00% | 3,37% | -2,80% | -0,62% | -1,18% | 2,88% | 1,30% | -0,12% | -3,45% | 2,81% | -0,55% |
| Feb | 1,40% | -0,91% | -4,10% | 0,72% | -4,42% | 2,38% | -0,96% | 1,07% | -1,16% | 3,84% | 2,24% |
| Mär | 3,04% | -0,59% | 3,10% | -0,18% | -10,65% | 0,94% | -0,48% | 0,77% | 0,47% | 2,16% | -0,55% |
| Apr | -2,36% | 1,32% | -1,12% | 0,75% | 2,72% | 1,29% | 1,53% | 1,62% | 0,64% | 0,80% | 0,41% |
| Mai | -0,49% | -0,80% | -1,49% | 1,71% | 3,12% | -2,96% | -0,88% | 1,08% | 1,73% | 1,28% | 1,46% |
| Jun | - | 0,59% | -5,75% | -0,02% | 2,26% | 2,32% | -1,59% | -1,26% | -2,32% | -2,93% | -0,01% |
| Jul | - | 1,21% | 4,63% | -0,38% | 1,66% | 0,19% | 2,18% | 0,38% | 2,43% | 0,62% | -0,52% |
| Aug | - | -1,09% | -2,42% | 0,78% | 3,30% | -0,95% | -0,79% | -0,65% | 0,39% | -4,28% | 0,92% |
| Sep | - | -2,39% | -1,91% | -1,31% | -1,03% | 0,87% | -0,22% | 1,97% | -0,27% | -1,67% | -0,62% |
| Okt | - | -2,22% | 1,72% | 2,44% | -2,43% | 0,81% | -4,54% | 1,11% | -0,51% | 3,76% | -1,85% |
| Nov | - | 5,31% | 1,89% | -1,61% | 6,84% | 1,12% | -0,45% | -1,77% | -0,05% | 1,47% | 3,17% |
| Dez | - | 3,30% | -2,82% | 1,26% | 2,19% | 1,04% | -3,59% | 0,49% | 3,56% | -1,38% | -0,48% |
| Berechnungsbasis: 02.05.2024 * annualisierte Berechnung bezieht sich ausschließlich auf Performance |
|||||||||||