AXA WF Optimal Income A Capitalisation EUR pf
| MVD-Fonds Rating | EDA |
|---|---|
  | 67 |
ISIN: LU0179866438 | WKN: 728501
KAG: AXA Fds. Management
NAV: 217,75 EUR am 26.09.2024
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Kennzahlen AXA WF Optimal Income A Capitalisation EUR pf
| 1M | 6M | 1J | 3J | 5J | 10J | Beginn | |
| Performance | +1,08% | +0,61% | +14,11% | +1,10% | +13,62% | +30,87% | +117,75% |
| Volatilität | +9,27% | +8,17% | +7,63% | +8,47% | +9,10% | +8,37% | +8,19% |
| Sharpe Ratio | +1,09 | -0,26 | +1,41 | -0,35 | -0,08 | -0,07 | +0,06 |
| Bester Monat | - | +3,70% | +5,31% | +5,31% | +6,84% | +6,84% | +6,84% |
| Schl. Monat | - | -2,36% | -2,70% | -6,08% | -10,65% | -10,65% | -10,65% |
| Max. Verlust | -2,77% | -4,70% | -4,70% | -16,35% | -20,65% | -20,65% | -28,49% |
Monatsperformance AXA WF Optimal Income A Capitalisation EUR pf
| 2024 | 2023 | 2022 | 2021 | 2020 | |
| Januar | +1,00% | +3,37% | -2,80% | -0,62% | -1,18% |
| Februar | +1,01% | -0,68% | -3,36% | +1,79% | -4,42% |
| März | +3,70% | -0,86% | +1,12% | +1,01% | -10,65% |
| April | -2,36% | +1,32% | -0,85% | +1,32% | +2,71% |
| Mai | +2,22% | -0,80% | -1,49% | +1,71% | +3,12% |
| Juni | -0,75% | +0,79% | -6,08% | +0,40% | +2,26% |
| Juli | +0,25% | +1,21% | +4,45% | 0,00% | +1,93% |
| August | +0,97% | -1,64% | -2,61% | +0,78% | +3,30% |
| September | +0,18% | -2,70% | -2,32% | -0,79% | -0,79% |
| Oktober | - | -2,22% | +1,72% | +2,07% | -2,06% |
| November | - | +5,31% | +1,89% | -1,61% | +6,84% |
| Dezember | - | +4,08% | -2,24% | +2,00% | +2,46% |
| Gesamt | +6,27% | +7,04% | -12,28% | +8,28% | +2,37% |
