AXA WF People & Planet Equity F (H) Capitalisation EUR/ LU2129420225 /
| NAV22/01/2025 | Diferencia+1.3800 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 137.7500EUR | +1.01% | reinvestment | Equity Worldwide | AXA IM Paris ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2020 | - | - | - | - | 4.73 | 0.94 | 6.13 | 2.67 | -1.59 | -4.30 | 9.36 | 4.65 | - |
| 2021 | 0.46 | -0.53 | 2.24 | 1.70 | 0.93 | 1.14 | 2.75 | 0.13 | -3.52 | 5.06 | -7.51 | 5.46 | +7.87% |
| 2022 | -7.83 | -0.87 | 1.48 | -6.74 | -3.13 | -6.92 | 6.20 | -5.77 | -7.27 | 6.95 | 7.65 | -1.73 | -18.15% |
| 2023 | 6.62 | -2.52 | -0.67 | 3.33 | -6.68 | 5.19 | 1.04 | -3.91 | -6.79 | -5.00 | 8.16 | 7.15 | +4.33% |
| 2024 | -0.04 | 1.74 | 2.90 | -4.09 | 3.03 | -0.68 | -0.37 | 4.48 | 0.21 | -3.80 | 3.97 | -3.95 | - |
| 2025 | 5.35 | - | - | - | - | - | - | - | - | - | - | - | - |
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 10.43% | 10.26% | 10.01% | 15.86% | -% |
| Índice de Sharpe | 12.94 | 0.62 | 0.69 | -0.15 | - |
| El mes mejor | +5.35% | +5.35% | +5.35% | +8.16% | +9.36% |
| El mes peor | -3.95% | -3.95% | -4.09% | -7.83% | -7.83% |
| Pérdida máxima | -1.24% | -5.41% | -5.97% | -24.04% | - |
| Rendimiento superior | - | - | - | - | - |
Todas las cotizaciones en EUR
Tramos
| Nombre | Tipo de beneficio | Prec. de rescate | Promedio móvil | 3 Años | |
|---|---|---|---|---|---|
| AXA WF People & Planet Equity E ... | reinvestment | 340.6100 | +15.10% | +14.38% | |
| AXA WF People & Planet Equity F ... | reinvestment | 351.0900 | +11.67% | +9.71% | |
| AXA WF People & Planet Equity F ... | reinvestment | 434.7200 | +16.67% | +19.09% | |
| AXA WF People & Planet Equity F ... | reinvestment | 137.7500 | +9.57% | +0.96% | |
| AXA WF People & Planet Equity F ... | reinvestment | 145.2200 | +15.31% | +19.95% | |
| AXA WF People & Planet Equity I ... | reinvestment | 138.3100 | +12.00% | +10.69% | |
| AXA WF People & Planet Equity A ... | reinvestment | 372.3700 | +15.68% | +16.10% | |
| AXA WF People & Planet Equity A ... | reinvestment | 303.6100 | +10.73% | +6.97% | |
| AXA WF People & Planet Equity A ... | reinvestment | 107.3800 | +8.64% | -1.50% |
Performance
| Año hasta la fecha | +5.35% | ||
|---|---|---|---|
| 6 Meses | +4.48% | ||
| Promedio móvil | +9.57% | ||
| 3 Años | +0.96% | ||
| 5 Años | - | ||
| Desde el principio | +37.75% | ||
| Año | |||
| 2023 | +4.33% | ||
| 2022 | -18.15% | ||
| 2021 | +7.87% | ||