AXA WF People & Planet Equity F Capitalisation USD/ LU0266013803 /
| NAV22.01.2025 | Diff.+3,5500 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 351,0900USD | +1,02% | thesaurierend | Aktien weltweit | AXA IM Paris ▶ |
Monatliche Performance
| Jan | Feb | Mrz | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2007 | - | -1,33 | 0,43 | 5,08 | 0,34 | -1,74 | 0,22 | 0,36 | 5,85 | 2,17 | -3,72 | -0,18 | +8,66% |
| 2008 | -7,40 | -1,86 | -4,93 | 3,39 | 1,94 | -2,58 | 3,40 | 1,06 | -8,58 | -18,34 | -5,65 | 4,50 | -31,77% |
| 2009 | 0,71 | -6,39 | -0,29 | 6,07 | 2,22 | 8,35 | 4,07 | 2,10 | 3,77 | -2,20 | 4,19 | 3,30 | +28,18% |
| 2010 | 0,24 | 0,90 | 6,92 | -1,60 | -7,35 | -0,89 | -0,36 | -0,66 | 8,53 | 2,51 | -0,88 | 5,01 | +12,02% |
| 2011 | 1,12 | 3,18 | 2,87 | 4,67 | 1,71 | -1,87 | -0,80 | -6,62 | -3,46 | 5,15 | -5,41 | 5,77 | +5,50% |
| 2012 | 5,31 | 3,06 | 1,44 | -0,15 | -3,16 | 4,27 | 1,92 | 1,02 | 4,86 | -2,98 | 0,26 | -0,57 | +15,92% |
| 2013 | 8,43 | -0,38 | 4,69 | 1,60 | 3,03 | -2,84 | 6,25 | -0,70 | 4,11 | 3,11 | 3,86 | 1,75 | +37,67% |
| 2014 | 3,17 | 6,19 | -5,03 | -1,29 | 3,35 | 4,35 | 1,52 | 1,66 | 0,11 | 4,39 | 3,12 | -0,05 | +23,12% |
| 2015 | 3,00 | 3,76 | 2,37 | -0,76 | 2,46 | 0,38 | 3,63 | -6,97 | -7,25 | 4,24 | -0,62 | 1,76 | +5,25% |
| 2016 | -9,66 | -1,22 | 2,25 | 3,24 | 1,65 | -0,74 | 5,82 | -3,44 | 0,33 | -8,64 | 0,30 | 0,81 | -9,99% |
| 2017 | 3,90 | 5,12 | 0,11 | 1,96 | -1,33 | 3,83 | 0,16 | -0,83 | -0,85 | -2,01 | 3,16 | -0,56 | +13,07% |
| 2018 | 6,69 | -6,23 | -0,84 | 0,88 | 2,13 | 1,95 | 4,45 | 4,13 | 0,86 | -8,63 | 3,39 | -9,57 | -2,35% |
| 2019 | 8,28 | 2,09 | -0,07 | -0,14 | -3,60 | 6,80 | -1,25 | -1,99 | 0,52 | 1,90 | 3,91 | 3,71 | +21,34% |
| 2020 | -1,45 | -7,73 | -10,48 | 11,79 | 4,92 | 1,06 | 6,29 | 2,76 | -1,49 | -4,14 | 9,45 | 4,80 | +14,15% |
| 2021 | 0,54 | -0,44 | 2,38 | 1,82 | 0,99 | 1,21 | 2,84 | 0,22 | -3,43 | 5,13 | -7,49 | 5,63 | +9,04% |
| 2022 | -7,69 | -0,70 | 1,85 | -6,52 | -2,95 | -6,55 | 6,52 | -5,56 | -6,78 | 7,35 | 8,09 | -1,36 | -15,03% |
| 2023 | 6,92 | -2,29 | -0,43 | 3,53 | -6,46 | 5,43 | 1,23 | -3,69 | -6,63 | -4,83 | 8,39 | 7,42 | +7,14% |
| 2024 | 0,10 | 1,87 | 3,06 | -3,90 | 3,21 | -0,54 | -0,21 | 4,65 | 0,37 | -3,64 | 4,06 | -3,75 | - |
| 2025 | 5,50 | - | - | - | - | - | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 10,43% | 10,28% | 10,02% | 15,87% | 17,72% |
| Sharpe Ratio | 13,46 | 0,83 | 0,90 | 0,03 | 0,09 |
| Bester Monat | +5,50% | +5,50% | +5,50% | +8,39% | +11,79% |
| Schlechtester Monat | -3,75% | -3,75% | -3,90% | -7,69% | -10,48% |
| Maximaler Verlust | -1,20% | -5,17% | -5,81% | -22,24% | -32,13% |
| Outperformance | +0,83% | - | +2,14% | -0,71% | -14,79% |
Alle Kurse in USD
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 | +5,50% | ||
|---|---|---|---|
| 6 Monate | +5,49% | ||
| 1 Jahr | +11,67% | ||
| 3 Jahre | +9,71% | ||
| 5 Jahre | +23,14% | ||
| seit Beginn | +251,09% | ||
| Jahr | |||
| 2023 | +7,14% | ||
| 2022 | -15,03% | ||
| 2021 | +9,04% | ||
| 2020 | +14,15% | ||
| 2019 | +21,34% | ||
| 2018 | -2,35% | ||
| 2017 | +13,07% | ||
| 2016 | -9,99% | ||