AXA WF People & Planet Equity F Capitalisation EUR/ LU0266013712 /
| NAV22.01.2025 | Diff.+3,6100 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 434,7200EUR | +0,84% | thesaurierend | Aktien weltweit | AXA IM Paris ▶ |
Monatliche Performance
| Jan | Feb | Mrz | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2007 | - | -2,93 | -0,34 | 2,87 | 1,40 | -2,11 | -1,08 | 0,69 | 2,01 | 0,24 | -6,00 | 0,27 | -4,57% |
| 2008 | -7,90 | -4,39 | -8,44 | 4,38 | 2,44 | -3,89 | 4,69 | 6,76 | -6,75 | -8,30 | -5,84 | -4,81 | -29,02% |
| 2009 | 8,92 | -3,97 | -3,44 | 5,25 | -2,72 | 7,44 | 4,05 | -0,13 | 2,57 | -4,03 | 3,08 | 8,20 | +26,75% |
| 2010 | 2,68 | 4,17 | 7,73 | -0,29 | 0,04 | -0,14 | -7,28 | 2,45 | 1,23 | 0,28 | 5,26 | 3,47 | +20,56% |
| 2011 | -1,45 | 2,25 | 0,31 | 0,76 | 4,45 | -2,84 | -0,13 | -7,53 | 2,09 | 1,24 | 0,54 | 9,23 | +8,32% |
| 2012 | 3,69 | 0,68 | 2,56 | -0,01 | 3,61 | 4,00 | 3,46 | -1,06 | 1,91 | -3,52 | -0,10 | -2,39 | +13,22% |
| 2013 | 5,65 | 3,12 | 7,38 | -0,88 | 3,40 | -2,40 | 4,23 | -0,52 | 1,66 | 1,39 | 5,36 | -0,01 | +31,76% |
| 2014 | 5,08 | 5,27 | -5,51 | -1,76 | 5,02 | 4,03 | 3,51 | 3,22 | 3,97 | 4,92 | 3,90 | 2,93 | +39,82% |
| 2015 | 10,52 | 4,91 | 6,00 | -3,62 | 4,20 | -1,22 | 4,51 | -8,28 | -6,90 | 5,33 | 3,95 | -1,07 | +17,86% |
| 2016 | -9,30 | -1,63 | -2,51 | 2,72 | 4,58 | -0,53 | 5,13 | -3,05 | -0,56 | -6,34 | 3,65 | 1,38 | -7,29% |
| 2017 | 1,41 | 6,91 | -0,55 | 0,15 | -4,45 | 2,37 | -3,10 | -1,65 | -0,29 | -0,55 | 0,78 | -1,25 | -0,67% |
| 2018 | 2,84 | -4,23 | -1,66 | 2,68 | 5,72 | 1,93 | 4,23 | 4,72 | 1,04 | -6,35 | 3,46 | -10,42 | +2,58% |
| 2019 | 7,87 | 2,87 | 1,34 | 0,05 | -3,05 | 4,51 | 1,00 | -0,90 | 1,54 | -0,43 | 5,15 | 1,87 | +23,58% |
| 2020 | -0,17 | -6,91 | -10,38 | 11,98 | 3,31 | 0,09 | 0,96 | 1,60 | 0,47 | -3,50 | 6,58 | 2,46 | +4,74% |
| 2021 | 1,25 | -0,35 | 5,74 | -0,59 | -0,19 | 3,96 | 2,85 | 0,68 | -1,64 | 5,28 | -4,88 | 4,56 | +17,34% |
| 2022 | -6,36 | -0,89 | 2,82 | -1,41 | -4,42 | -4,24 | 9,21 | -4,23 | -4,31 | 6,41 | 3,76 | -4,84 | -9,46% |
| 2023 | 5,07 | 0,07 | -2,81 | 1,89 | -3,13 | 3,03 | 0,17 | -2,16 | -4,28 | -4,67 | 5,00 | 6,10 | +3,52% |
| 2024 | 1,79 | 2,26 | 3,26 | -2,93 | 1,65 | 0,74 | -1,16 | 2,31 | -0,45 | -0,94 | 6,87 | -1,74 | - |
| 2025 | 4,85 | - | - | - | - | - | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 8,67% | 11,58% | 10,23% | 14,55% | 17,02% |
| Sharpe Ratio | 13,44 | 1,60 | 1,37 | 0,23 | 0,17 |
| Bester Monat | +4,85% | +6,87% | +6,87% | +9,21% | +11,98% |
| Schlechtester Monat | -1,74% | -1,74% | -2,93% | -6,36% | -10,38% |
| Maximaler Verlust | -0,97% | -5,57% | -6,70% | -17,91% | -31,92% |
| Outperformance | +0,35% | - | +1,75% | -1,47% | -13,47% |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| AXA WF People & Planet Equity E ... | thesaurierend | 340,6100 | +15,10% | +14,38% | |
| AXA WF People & Planet Equity F ... | thesaurierend | 351,0900 | +11,67% | +9,71% | |
| AXA WF People & Planet Equity F ... | thesaurierend | 434,7200 | +16,67% | +19,09% | |
| AXA WF People & Planet Equity F ... | thesaurierend | 137,7500 | +9,57% | +0,96% | |
| AXA WF People & Planet Equity F ... | thesaurierend | 145,2200 | +15,31% | +19,95% | |
| AXA WF People & Planet Equity I ... | thesaurierend | 138,3100 | +12,00% | +10,69% | |
| AXA WF People & Planet Equity A ... | thesaurierend | 372,3700 | +15,68% | +16,10% | |
| AXA WF People & Planet Equity A ... | thesaurierend | 303,6100 | +10,73% | +6,97% | |
| AXA WF People & Planet Equity A ... | thesaurierend | 107,3800 | +8,64% | -1,50% |
Performance
| lfd. Jahr | +4,85% | ||
|---|---|---|---|
| 6 Monate | +10,21% | ||
| 1 Jahr | +16,67% | ||
| 3 Jahre | +19,09% | ||
| 5 Jahre | +30,96% | ||
| seit Beginn | +334,72% | ||
| Jahr | |||
| 2023 | +3,52% | ||
| 2022 | -9,46% | ||
| 2021 | +17,34% | ||
| 2020 | +4,74% | ||
| 2019 | +23,58% | ||
| 2018 | +2,58% | ||
| 2017 | -0,67% | ||
| 2016 | -7,29% | ||