AXA WF People & Planet Equity F (H) Capitalisation EUR/ LU2129420225 /
| NAV22/01/2025 | Chg.+1.3800 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 137.7500EUR | +1.01% | reinvestment | Equity Worldwide | AXA IM Paris ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | 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 | - | - | - | - | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 10.43% | 10.26% | 10.01% | 15.86% | -% |
| Sharpe ratio | 12.94 | 0.62 | 0.69 | -0.15 | - |
| Best month | +5.35% | +5.35% | +5.35% | +8.16% | +9.36% |
| Worst month | -3.95% | -3.95% | -4.09% | -7.83% | -7.83% |
| Maximum loss | -1.24% | -5.41% | -5.97% | -24.04% | - |
| Outperformance | - | - | - | - | - |
All quotes in EUR
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 | +5.35% | ||
|---|---|---|---|
| 6 Months | +4.48% | ||
| 1 Year | +9.57% | ||
| 3 Years | +0.96% | ||
| 5 Years | - | ||
| Since start | +37.75% | ||
| Year | |||
| 2023 | +4.33% | ||
| 2022 | -18.15% | ||
| 2021 | +7.87% | ||