AXA WF People & Planet Equity A Capitalisation USD/ LU0266013472 /
| NAV22/01/2025 | Chg.+3.0600 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 303.6100USD | +1.02% | reinvestment | Equity Worldwide | AXA IM Paris ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2007 | - | -1.41 | 0.35 | 4.99 | 0.27 | -1.73 | 0.16 | 0.27 | 5.79 | 2.07 | -3.81 | -0.27 | +8.86% |
| 2008 | -7.46 | -1.94 | -5.02 | 3.29 | 1.88 | -2.60 | 3.32 | 0.99 | -8.66 | -18.42 | -5.72 | 4.50 | -32.34% |
| 2009 | 0.64 | -6.46 | -0.39 | 5.99 | 2.21 | 8.23 | 3.99 | 2.01 | 3.69 | -2.25 | 4.10 | 3.23 | +27.04% |
| 2010 | 0.16 | 0.83 | 6.81 | -1.68 | -7.42 | -0.91 | -0.44 | -0.74 | 8.44 | 2.44 | -0.97 | 4.93 | +10.99% |
| 2011 | 1.02 | 3.11 | 2.77 | 4.60 | 1.64 | -1.98 | -0.86 | -6.74 | -3.54 | 5.06 | -5.49 | 5.71 | +4.43% |
| 2012 | 5.21 | 3.00 | 1.37 | -0.22 | -3.24 | 4.23 | 1.85 | 0.93 | 4.81 | -3.06 | 0.18 | -0.64 | +14.93% |
| 2013 | 8.35 | -0.44 | 4.62 | 1.52 | 2.97 | -2.90 | 6.18 | -0.79 | 4.02 | 3.03 | 3.80 | 1.68 | +36.49% |
| 2014 | 3.10 | 6.12 | -5.10 | -1.36 | 3.28 | 4.27 | 1.45 | 1.59 | 0.04 | 4.31 | 3.06 | -0.14 | +22.08% |
| 2015 | 2.93 | 3.69 | 2.30 | -0.84 | 2.38 | 0.31 | 3.55 | -7.05 | -7.32 | 4.16 | -0.68 | 1.68 | +4.36% |
| 2016 | -9.73 | -1.28 | 2.18 | 3.16 | 1.58 | -0.81 | 5.75 | -3.51 | 0.26 | -8.71 | 0.23 | 0.74 | -10.75% |
| 2017 | 3.83 | 5.05 | 0.03 | 1.90 | -1.40 | 3.75 | 0.10 | -0.89 | -0.92 | -2.08 | 3.08 | -0.63 | +12.12% |
| 2018 | 6.62 | -6.29 | -0.92 | 0.82 | 2.07 | 1.87 | 4.38 | 4.05 | 0.80 | -8.71 | 3.32 | -9.63 | -3.17% |
| 2019 | 8.20 | 2.02 | -0.14 | -0.21 | -3.67 | 6.74 | -1.32 | -2.06 | 0.45 | 1.83 | 3.85 | 3.63 | +20.32% |
| 2020 | -1.51 | -7.79 | -10.55 | 11.71 | 4.84 | 0.99 | 6.22 | 2.68 | -1.56 | -4.21 | 9.38 | 4.73 | +13.20% |
| 2021 | 0.46 | -0.50 | 2.31 | 1.76 | 0.92 | 1.14 | 2.77 | 0.15 | -3.50 | 5.05 | -7.55 | 5.56 | +8.13% |
| 2022 | -7.76 | -0.76 | 1.78 | -6.59 | -3.01 | -6.62 | 6.44 | -5.62 | -6.84 | 7.28 | 8.02 | -1.43 | -15.74% |
| 2023 | 6.84 | -2.35 | -0.51 | 3.46 | -6.53 | 5.36 | 1.15 | -3.75 | -6.70 | -4.90 | 8.31 | 7.34 | +6.24% |
| 2024 | 0.03 | 1.80 | 2.98 | -3.97 | 3.13 | -0.61 | -0.28 | 4.58 | 0.30 | -3.71 | 3.99 | -3.82 | - |
| 2025 | 5.45 | - | - | - | - | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 10.44% | 10.28% | 10.02% | 15.87% | 17.72% |
| Sharpe ratio | 13.25 | 0.74 | 0.80 | -0.03 | 0.04 |
| Best month | +5.45% | +5.45% | +5.45% | +8.31% | +11.71% |
| Worst month | -3.82% | -3.82% | -3.97% | -7.76% | -10.55% |
| Maximum loss | -1.21% | -5.25% | -5.85% | -22.65% | -32.18% |
| Outperformance | -2.87% | - | -4.22% | -0.75% | -20.22% |
All quotes in USD
Tranches
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| 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
| YTD | +5.45% | ||
|---|---|---|---|
| 6 Months | +5.04% | ||
| 1 Year | +10.73% | ||
| 3 Years | +6.97% | ||
| 5 Years | +18.07% | ||
| Since start | +203.61% | ||
| Year | |||
| 2023 | +6.24% | ||
| 2022 | -15.74% | ||
| 2021 | +8.13% | ||
| 2020 | +13.20% | ||
| 2019 | +20.32% | ||
| 2018 | -3.17% | ||
| 2017 | +12.12% | ||
| 2016 | -10.75% | ||