AXA WF People & Planet Equity F Capitalisation GBP/ LU1830284136 /
| NAV1/22/2025 | Chg.+1.2700 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 145.2200GBP | +0.88% | reinvestment | Equity Worldwide | AXA IM Paris ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2019 | - | - | - | - | -0.29 | 5.77 | 2.63 | -1.45 | -0.65 | -2.97 | 3.96 | 1.26 | - |
| 2020 | -0.96 | -4.77 | -7.79 | 9.89 | 7.05 | 1.13 | 0.06 | 0.73 | 2.03 | -4.16 | 6.00 | 2.35 | +10.64% |
| 2021 | 0.08 | -2.21 | 3.75 | 1.46 | -1.37 | 3.87 | 2.19 | 1.25 | -1.44 | 3.41 | -4.14 | 3.18 | +10.08% |
| 2022 | -6.81 | -0.70 | 3.79 | -1.97 | -3.31 | -3.03 | 6.31 | -1.23 | -2.83 | 4.09 | 4.51 | -2.34 | -4.32% |
| 2023 | 4.47 | -0.64 | -2.51 | 1.85 | -5.14 | 2.78 | 0.02 | -2.20 | -3.07 | -4.27 | 3.90 | 6.67 | +1.10% |
| 2024 | 0.21 | 2.56 | 3.19 | -3.05 | 1.50 | 0.17 | -1.80 | 2.28 | -1.66 | 0.54 | 5.52 | -2.56 | - |
| 2025 | 7.27 | - | - | - | - | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 8.18% | 9.96% | 9.58% | 14.69% | 16.50% |
| Sharpe ratio | 26.59 | 1.95 | 1.32 | 0.24 | 0.18 |
| Best month | +7.27% | +7.27% | +7.27% | +7.27% | +9.89% |
| Worst month | -2.56% | -2.56% | -3.05% | -6.81% | -7.79% |
| Maximum loss | -0.48% | -4.23% | -6.44% | -16.66% | -25.53% |
| Outperformance | - | - | - | - | - |
All quotes in GBP
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 | +7.27% | ||
|---|---|---|---|
| 6 Months | +10.60% | ||
| 1 Year | +15.31% | ||
| 3 Years | +19.95% | ||
| 5 Years | +31.44% | ||
| Since start | +45.22% | ||
| Year | |||
| 2023 | +1.10% | ||
| 2022 | -4.32% | ||
| 2021 | +10.08% | ||
| 2020 | +10.64% | ||