AXA Chance Invest B/ DE000A2DU2C6 /
| NAV08/01/2025 | Chg.-0.0300 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 82.5000EUR | -0.04% | reinvestment | Mixed Fund Worldwide | AXA IM (DE) ▶ |
Performance mensuelle
| janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018 | - | -1.59 | -5.08 | 4.17 | 4.17 | -0.85 | 2.28 | 2.13 | 0.73 | -8.03 | 2.19 | -11.23 | -11.96% |
| 2019 | 10.10 | 4.63 | 1.32 | 4.07 | -4.29 | 2.74 | 2.84 | -1.98 | 2.44 | 0.11 | 3.45 | 1.26 | +29.35% |
| 2020 | 1.02 | -5.42 | -10.66 | 7.75 | 1.72 | 1.07 | 1.66 | 4.46 | -2.15 | -1.47 | 8.16 | 1.78 | +6.58% |
| 2021 | 0.89 | 1.83 | 4.16 | 2.73 | 0.81 | 1.12 | 1.35 | 1.76 | -2.07 | 3.27 | 0.66 | 2.24 | +20.30% |
| 2022 | -4.60 | -1.19 | 2.53 | -3.04 | -2.50 | -5.50 | 7.20 | -1.51 | -5.00 | 3.29 | 0.92 | -5.01 | -14.24% |
| 2023 | 2.54 | -0.50 | -0.09 | -0.25 | 2.38 | 1.31 | 1.94 | -0.31 | -2.37 | -3.26 | 5.28 | 4.05 | +10.88% |
| 2024 | 2.73 | 1.98 | 3.40 | -2.56 | 0.96 | 3.15 | 0.16 | 0.75 | 1.35 | 0.82 | 5.37 | -0.62 | - |
| 2025 | 0.28 | - | - | - | - | - | - | - | - | - | - | - | - |
Valeurs calculées
| CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
|---|---|---|---|---|---|
| Volatilité | 2.30% | 7.67% | 6.71% | 8.44% | 9.87% |
| Ratio de Sharpe | 6.84 | 1.86 | 2.56 | 0.24 | 0.50 |
| Le meilleur mois | +0.28% | +5.37% | +5.37% | +7.20% | +8.16% |
| Le plus défavorable mois | -0.62% | -0.62% | -2.56% | -5.50% | -10.66% |
| Perte maximale | -0.12% | -4.77% | -4.77% | -15.38% | -24.72% |
| Surperformance | +3.90% | - | +5.99% | - | - |
Toutes les cotations dans EUR
Tranches
| Nom | Type de rendement | Prix de rachat | 1 An | 3 Ans | |
|---|---|---|---|---|---|
| AXA Chance Invest A | reinvestment | 116.5400 | +18.34% | +10.37% | |
| AXA Chance Invest B | reinvestment | 82.5000 | +19.98% | +15.05% |
Performance
| CAD | +0.28% | ||
|---|---|---|---|
| 6 Mois | +8.25% | ||
| 1 An | +19.98% | ||
| 3 Ans | +15.05% | ||
| 5 Ans | +44.81% | ||
| Depuis le début | +65.26% | ||
| Année | |||
| 2023 | +10.88% | ||
| 2022 | -14.24% | ||
| 2021 | +20.30% | ||
| 2020 | +6.58% | ||
| 2019 | +29.35% | ||
| 2018 | -11.96% | ||