AXA WF People & Planet Equity I Capitalisation USD/ LU1830284219 /
| NAV1/22/2025 | Chg.+1.4100 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 138.3100USD | +1.03% | reinvestment | Equity Worldwide | AXA IM Paris ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2019 | - | - | - | - | - | - | - | - | - | 1.92 | 3.94 | 3.74 | - |
| 2020 | -1.43 | -7.71 | -10.46 | 11.82 | 4.94 | 1.09 | 6.32 | 2.79 | -1.46 | -4.12 | 9.47 | 4.84 | +14.49% |
| 2021 | 0.56 | -0.42 | 2.41 | 1.83 | 1.03 | 1.23 | 2.87 | 0.25 | -3.42 | 5.16 | -7.47 | 5.66 | +9.38% |
| 2022 | -7.67 | -0.68 | 1.88 | -6.50 | -2.92 | -6.53 | 6.54 | -5.53 | -6.75 | 7.38 | 8.12 | -1.34 | -14.78% |
| 2023 | 6.94 | -2.27 | -0.40 | 3.56 | -6.44 | 5.46 | 1.25 | -3.66 | -6.61 | -4.81 | 8.41 | 7.45 | +7.46% |
| 2024 | 0.13 | 1.89 | 3.08 | -3.88 | 3.24 | -0.52 | -0.19 | 4.68 | 0.40 | -3.62 | 4.09 | -3.73 | - |
| 2025 | 5.52 | - | - | - | - | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 10.44% | 10.29% | 10.03% | 15.87% | 17.72% |
| Sharpe ratio | 13.53 | 0.86 | 0.93 | 0.05 | 0.11 |
| Best month | +5.52% | +5.52% | +5.52% | +8.41% | +11.82% |
| Worst month | -3.73% | -3.73% | -3.88% | -7.67% | -10.46% |
| Maximum loss | -1.20% | -5.14% | -5.80% | -22.10% | -32.12% |
| Outperformance | - | - | - | - | - |
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 | +5.52% | ||
|---|---|---|---|
| 6 Months | +5.65% | ||
| 1 Year | +12.00% | ||
| 3 Years | +10.69% | ||
| 5 Years | +25.01% | ||
| Since start | +38.31% | ||
| Year | |||
| 2023 | +7.46% | ||
| 2022 | -14.78% | ||
| 2021 | +9.38% | ||
| 2020 | +14.49% | ||