AXA Chance Invest B/ DE000A2DU2C6 /
| NAV23/01/2025 | Diferencia+0.4000 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 83.7900EUR | +0.48% | reinvestment | Mixed Fund Worldwide | AXA IM (DE) ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | 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 | - | - | - | - | - | - | - | - | - | - | - | - |
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 5.71% | 7.81% | 6.74% | 8.42% | 9.88% |
| Índice de Sharpe | 6.09 | 2.13 | 2.45 | 0.50 | 0.51 |
| El mes mejor | +1.85% | +5.37% | +5.37% | +7.20% | +8.16% |
| El mes peor | -0.62% | -0.62% | -2.56% | -5.50% | -10.66% |
| Pérdida máxima | -1.16% | -4.24% | -4.77% | -13.80% | -24.72% |
| Rendimiento superior | +3.90% | - | +5.99% | - | - |
Todas las cotizaciones en EUR
Tramos
| Nombre | Tipo de beneficio | Prec. de rescate | Promedio móvil | 3 Años | |
|---|---|---|---|---|---|
| AXA Chance Invest A | reinvestment | 118.3000 | +17.55% | +17.05% | |
| AXA Chance Invest B | reinvestment | 83.7900 | +19.17% | +22.00% |
Performance
| Año hasta la fecha | +1.85% | ||
|---|---|---|---|
| 6 Meses | +9.32% | ||
| Promedio móvil | +19.17% | ||
| 3 Años | +22.00% | ||
| 5 Años | +44.64% | ||
| Desde el principio | +67.85% | ||
| Año | |||
| 2023 | +10.88% | ||
| 2022 | -14.24% | ||
| 2021 | +20.30% | ||
| 2020 | +6.58% | ||
| 2019 | +29.35% | ||
| 2018 | -11.96% | ||