AXA WF People & Planet Equity A (H) Capitalisation EUR/ LU1830283831 /
| NAV1/22/2025 | Chg.+1.0700 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 107.3800EUR | +1.01% | reinvestment | Equity Worldwide | AXA IM Paris ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018 | - | - | - | - | - | - | - | - | - | -8.92 | 2.94 | -9.90 | - |
| 2019 | 7.89 | 1.76 | -0.42 | -0.47 | -3.96 | 6.47 | -1.55 | -2.29 | 0.23 | 1.53 | 3.65 | 3.38 | +16.72% |
| 2020 | -1.74 | -7.90 | -11.14 | 11.35 | 4.65 | 0.88 | 6.05 | 2.60 | -1.65 | -4.36 | 9.26 | 4.58 | +10.54% |
| 2021 | 0.39 | -0.59 | 2.18 | 1.67 | 0.82 | 1.06 | 2.67 | 0.05 | -3.59 | 4.98 | -7.58 | 5.39 | +6.96% |
| 2022 | -7.89 | -0.92 | 1.40 | -6.78 | -3.21 | -7.00 | 6.12 | -5.86 | -7.28 | 6.86 | 7.58 | -1.84 | -18.83% |
| 2023 | 6.55 | -2.60 | -0.73 | 3.26 | -6.73 | 5.14 | 0.96 | -3.96 | -6.86 | -5.06 | 8.05 | 7.12 | +3.52% |
| 2024 | -0.11 | 1.65 | 2.82 | -4.14 | 2.95 | -0.75 | -0.44 | 4.40 | 0.14 | -3.86 | 3.90 | -4.01 | - |
| 2025 | 5.30 | - | - | - | - | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 10.44% | 10.26% | 10.02% | 15.86% | 17.71% |
| Sharpe ratio | 12.71 | 0.54 | 0.60 | -0.20 | -0.10 |
| Best month | +5.30% | +5.30% | +5.30% | +8.05% | +11.35% |
| Worst month | -4.01% | -4.01% | -4.14% | -7.89% | -11.14% |
| Maximum loss | -1.25% | -5.50% | -6.14% | -24.72% | -32.49% |
| 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 | +5.30% | ||
|---|---|---|---|
| 6 Months | +4.04% | ||
| 1 Year | +8.64% | ||
| 3 Years | -1.50% | ||
| 5 Years | +5.08% | ||
| Since start | +7.38% | ||
| Year | |||
| 2023 | +3.52% | ||
| 2022 | -18.83% | ||
| 2021 | +6.96% | ||
| 2020 | +10.54% | ||
| 2019 | +16.72% | ||