AXA WF ACT Emerging Markets Short Duration Bonds Low Carbon F (H) Capitalisation CHF/ LU0982017427 /
| NAV31.05.2024 | Diff.+0.0300 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 93.4800CHF | +0.03% | thesaurierend | Anleihen Emerging Markets | AXA Fds. Management ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2013 | - | - | - | - | - | - | - | - | - | - | - | 0.56 | - |
| 2014 | -0.26 | 1.01 | 0.43 | 0.56 | 1.55 | 0.55 | -0.02 | 0.11 | -0.93 | 0.18 | -0.77 | -2.52 | -0.16% |
| 2015 | -1.05 | 0.98 | 0.48 | 1.34 | 0.44 | -0.53 | -0.17 | -1.75 | -1.18 | 1.47 | -0.22 | -1.19 | -1.42% |
| 2016 | -0.16 | 0.67 | 1.87 | 1.28 | 0.33 | 0.89 | 0.58 | 0.61 | 0.24 | -0.04 | -1.37 | 0.54 | +5.55% |
| 2017 | 0.66 | 0.77 | -0.02 | 0.42 | 0.27 | -0.23 | 0.41 | 0.45 | 0.12 | 0.07 | -0.16 | -0.19 | +2.60% |
| 2018 | -0.29 | -0.74 | -0.36 | -0.64 | -0.71 | -0.57 | 0.55 | -1.01 | 0.78 | -0.40 | -0.63 | 0.28 | -3.70% |
| 2019 | 2.22 | 0.33 | 0.44 | 0.25 | 0.05 | 1.68 | 0.23 | -1.42 | 0.41 | 0.49 | 0.05 | 0.68 | +5.50% |
| 2020 | 1.08 | -1.18 | -12.89 | 3.91 | 3.90 | 2.60 | 1.57 | 0.98 | -0.53 | 0.35 | 2.21 | 1.02 | +1.87% |
| 2021 | -0.48 | 0.14 | -1.09 | 0.62 | 0.32 | 0.16 | -0.38 | 0.48 | -0.93 | -1.01 | -1.31 | 0.10 | -3.34% |
| 2022 | -1.71 | -5.29 | -2.68 | -1.51 | -0.61 | -4.03 | -0.47 | 0.62 | -2.94 | -1.00 | 3.64 | 0.33 | -14.83% |
| 2023 | 0.90 | -1.64 | 0.18 | 0.03 | -0.67 | 0.75 | 0.61 | -0.68 | -0.59 | -0.80 | 1.90 | 1.48 | +1.41% |
| 2024 | 0.33 | 0.17 | 0.62 | -1.05 | 0.87 | - | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 2.73% | 2.68% | 2.52% | 3.66% | 4.10% |
| Sharpe Ratio | -0.53 | 0.44 | -0.06 | -2.49 | -1.56 |
| Bester Monat | +1.48% | +1.90% | +1.90% | +3.64% | +3.91% |
| Schlechtester Monat | -1.05% | -1.05% | -1.05% | -5.29% | -12.89% |
| Maximaler Verlust | -1.14% | -1.14% | -2.61% | -21.19% | -21.28% |
| Outperformance | -0.05% | - | +1.20% | +6.07% | -1.90% |
Alle Kurse in CHF
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| AXA WF ACT Emerging Markets Shor... | thesaurierend | 97.8100 | +5.32% | -14.04% | |
| AXA WF ACT Emerging Markets Shor... | thesaurierend | 94.5500 | +3.81% | -14.76% | |
| AXA WF ACT Emerging Markets Shor... | thesaurierend | 93.4800 | +3.64% | -15.14% | |
| AXA WF-ACT EM Sh.Dur.Bds.L.C E D... | ausschüttend | 66.8200 | +5.40% | -13.91% | |
| AXA WF-ACT EM Sh.Dur.Bds.Low.C C... | thesaurierend | 103.8900 | +7.55% | -8.26% | |
| AXA WF-ACT EM Sh.Dur.Bds.Low.C D... | ausschüttend | 84.9200 | +6.17% | -8.73% | |
| AXA WF-ACT EM Sh.Dur.Bds.L.C A C... | thesaurierend | 105.8900 | +5.73% | -10.41% | |
| AXA WF-ACT EM Sh.Dur.Bds.L.C A D... | ausschüttend | 70.2100 | +6.62% | -11.68% | |
| AXA WF-ACT EM Sh.Dur.Bds.L.C A D... | ausschüttend | 75.9400 | +5.69% | -10.48% | |
| AXA WF ACT Emerging Markets Shor... | thesaurierend | 90.8900 | +3.25% | -16.15% | |
| AXA WF ACT Emerging Markets Shor... | thesaurierend | 126.3600 | +7.97% | -7.16% | |
| AXA WF ACT Emerging Markets Shor... | thesaurierend | 128.5300 | +8.13% | -6.77% | |
| AXA WF ACT Emerging Markets Shor... | thesaurierend | 107.1100 | +6.24% | -11.84% | |
| AXA WF ACT Emerging Markets Shor... | thesaurierend | 100.4000 | +6.05% | -12.18% | |
| AXA WF-ACT EM Sh.Dur.Bds.L.C F D... | ausschüttend | 67.9500 | +6.05% | -12.18% | |
| AXA WF-ACT EM Sh.Dur.Bds.Low.C D... | ausschüttend | 67.7100 | +6.22% | -11.91% | |
| AXA WF-ACT EM Sh.Dur.Bds.Low.C F... | ausschüttend | 84.4800 | +7.97% | -7.16% | |
| AXA WF-ACT EM Sh.Dur.Bds.Low.C I... | ausschüttend | 82.7900 | +8.13% | -6.77% | |
| AXA WF-ACT EM Sh.Dur.Bds.L.C I D... | ausschüttend | 71.8400 | +7.69% | -8.32% | |
| AXA WF-ACT EM Sh.Dur.Bds.L.C M C... | thesaurierend | 102.0600 | +6.80% | -10.39% | |
| AXA WF-ACT EM Sh.Dur.Bds.L.C F D... | ausschüttend | 77.9700 | +6.04% | -8.95% | |
| AXA WF ACT Emerging Markets Shor... | thesaurierend | 120.8400 | +7.55% | -8.26% | |
| AXA WF ACT Emerging Markets Shor... | ausschüttend | 66.9500 | +5.58% | -13.34% | |
| AXA WF ACT Emerging Markets Shor... | ausschüttend | 82.3700 | +7.54% | -8.27% | |
| AXA WF-ACT EM Sh.Dur.Bds.L.C A D... | ausschüttend | 73.9500 | +7.06% | -9.02% | |
| AXA WF-ACT EM Sh.Dur.Bds.Low.C A... | ausschüttend | 80.8700 | +7.54% | -8.26% | |
| AXA WF ACT Emerging Markets Shor... | thesaurierend | 97.7200 | +5.69% | -13.22% |
Performance
| lfd. Jahr | +0.95% | ||
|---|---|---|---|
| 6 Monate | +2.44% | ||
| 1 Jahr | +3.64% | ||
| 3 Jahre | -15.14% | ||
| 5 Jahre | -12.33% | ||
| 10 Jahre | -10.12% | ||
| seit Beginn | -6.52% | ||
| Jahr | |||
| 2023 | +1.41% | ||
| 2022 | -14.83% | ||
| 2021 | -3.34% | ||
| 2020 | +1.87% | ||
| 2019 | +5.50% | ||
| 2018 | -3.70% | ||
| 2017 | +2.60% | ||
| 2016 | +5.55% | ||
| 2015 | -1.42% | ||
