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AXA Dachfonds - AXA Defensiv Invest B (0P0001BLZ6.F)

Frankfurt - Frankfurt Delayed price. Currency in EUR
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50.22+0.03 (+0.06%)
At close: 10:00PM CEST

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.34%
5-year average return0.24%
Number of years up3
Number of years down3
Best 1-yr total return (6 May 2024)9.79%
Worst 1-yr total return (6 May 2024)N/A
Best 3-yr total return9.79%
Worst 3-yr total return-1.68%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0001BLZ6.FCategory
YTD0.36%0.00%
1-month0.68%0.00%
3-month0.36%0.00%
1-year4.17%0.00%
3-year-0.17%0.00%
5-year0.27%0.00%
10-year0.82%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0001BLZ6.FCategory
2024
N/AN/A
2023
5.15%N/A
2022
-5.54%N/A
2021
-0.43%N/A
2020
1.06%N/A
2019
1.91%N/A
2018
-1.81%N/A
2017
-0.89%N/A
2016
2.95%N/A
2015
0.25%N/A
2014
9.29%N/A
2013
1.39%N/A
2012
9.79%N/A
2011
2.29%N/A
2010
1.97%N/A
2009
8.59%N/A
2008
-8.67%N/A
2007
-2.17%N/A
2006
-2.15%N/A
2005
6.67%N/A
2004
6.20%N/A
2003
3.17%N/A
2002
-2.17%N/A
2001
0.04%N/A
2000
3.12%N/A
1999
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.36%N/AN/AN/A
20231.30%0.04%0.52%3.22%
2022-1.39%-3.20%-1.60%0.57%
2021-0.24%-0.06%0.14%-0.28%
2020-2.70%2.24%0.80%0.78%
20190.83%0.79%0.66%-0.38%
2018-0.27%-0.88%-0.18%-0.49%
2017-0.58%-0.19%0.00%-0.12%
20162.41%1.24%1.45%-2.13%
20153.26%-5.11%1.20%1.10%
20143.43%2.49%1.62%1.46%
20130.16%-1.32%1.58%0.99%
20123.35%-0.39%3.74%2.79%
20110.36%0.81%0.55%0.55%
20102.16%0.15%2.12%-2.40%
20090.17%3.00%4.32%0.89%
2008-3.08%-0.78%-1.75%-3.33%
20070.41%1.07%-1.74%-1.89%
20060.15%-3.31%1.20%-0.16%
20050.99%3.44%2.57%-0.44%
20043.02%-1.80%2.60%2.31%
2003-0.88%3.10%0.94%0.02%
2002-0.72%-2.43%0.13%0.86%
2001-0.54%0.56%-3.48%3.62%
20004.69%-1.26%0.71%-0.94%
19990.02%5.14%N/AN/A

Rank in category (by total return)

YTD93
1-month94
3-month93
1-year86
3-year49
5-year78

Load adjusted returns

1-year-3.12%
3-year-2.56%
5-year-1.17%
10-year0.09%