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AXA Chance Invest B/  DE000A2DU2C6  /

Fonds
NAV23/01/2025 Chg.+0.4000 Type of yield Investment Focus Investment company
83.7900EUR +0.48% reinvestment Mixed Fund Worldwide AXA IM (DE) ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 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 1.85 - - - - - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 5.71% 7.81% 6.74% 8.42% 9.88%
Sharpe ratio 6.09 2.13 2.45 0.50 0.51
Best month +1.85% +5.37% +5.37% +7.20% +8.16%
Worst month -0.62% -0.62% -2.56% -5.50% -10.66%
Maximum loss -1.16% -4.24% -4.77% -13.80% -24.72%
Outperformance +3.90% - +5.99% - -
 
All quotes in EUR

Tranches

Name   Type of yield Repurchase p. 1 Year 3 Years
AXA Chance Invest A reinvestment 118.3000 +17.55% +17.05%
AXA Chance Invest B reinvestment 83.7900 +19.17% +22.00%

Performance

YTD  
+1.85%
6 Months  
+9.32%
1 Year  
+19.17%
3 Years  
+22.00%
5 Years  
+44.64%
Since start  
+67.85%
Year
2023  
+10.88%
2022
  -14.24%
2021  
+20.30%
2020  
+6.58%
2019  
+29.35%
2018
  -11.96%