AXA IM ACT Climate Equity UCITS ETF USD acc/ IE000Z8BHG02 /
| NAV1/7/2025 | Chg.-0.0905 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 15.1110USD | -0.60% | reinvestment | Equity Worldwide | AXA Inv. Managers ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | - | - | - | - | - | - | - | - | - | 6.17 | 10.38 | -4.06 | - |
| 2023 | 9.08 | -2.06 | 2.44 | -1.23 | 0.83 | 5.45 | 3.76 | -4.22 | -5.43 | -4.91 | 9.72 | 5.59 | +18.97% |
| 2024 | 0.08 | 4.38 | 3.04 | -5.41 | 3.56 | 1.61 | 1.01 | 2.01 | 2.99 | -1.71 | 4.45 | -2.92 | - |
| 2025 | 0.79 | - | - | - | - | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 10.15% | 13.19% | 11.64% | -% | -% |
| Sharpe ratio | 4.74 | 0.63 | 1.10 | - | - |
| Best month | +0.79% | +4.45% | +4.45% | +10.38% | - |
| Worst month | -2.92% | -2.92% | -5.41% | -5.43% | - |
| Maximum loss | -0.60% | -9.34% | -9.34% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in USD
Tranches
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| AXA IM ACT Climate Equity UCITS ... | reinvestment | 14.5904 | +13.28% | - | |
| AXA IM ACT Climate Equity UCITS ... | reinvestment | 15.1110 | +15.53% | - |
Performance
| YTD | +0.79% | ||
|---|---|---|---|
| 6 Months | +5.40% | ||
| 1 Year | +15.53% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| Since start | +51.11% | ||
| Year | |||
| 2023 | +18.97% | ||