AXA WF People & Planet Equity E Capitalisation EUR/ LU0266013639 /
| NAV1/22/2025 | Chg.+2.8200 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 340.6100EUR | +0.83% | reinvestment | Equity Worldwide | AXA IM Paris ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2016 | - | - | - | - | - | - | - | - | - | - | - | 1.27 | - |
| 2017 | 1.29 | 6.79 | -0.67 | 0.04 | -4.56 | 2.24 | -3.20 | -1.76 | -0.40 | -0.67 | 0.68 | -1.37 | -2.00% |
| 2018 | 2.72 | -4.33 | -1.78 | 2.58 | 5.60 | 1.81 | 4.11 | 4.59 | 0.94 | -6.46 | 3.34 | -10.52 | +1.21% |
| 2019 | 7.75 | 2.77 | 1.22 | -0.06 | -3.17 | 4.40 | 0.89 | -1.02 | 1.43 | -0.54 | 5.03 | 1.75 | +21.93% |
| 2020 | -0.29 | -7.01 | -10.49 | 11.87 | 3.19 | -0.02 | 0.84 | 1.49 | 0.36 | -3.61 | 6.47 | 2.34 | +3.33% |
| 2021 | 1.14 | -0.45 | 5.62 | -0.69 | -0.32 | 3.84 | 2.73 | 0.56 | -1.75 | 5.16 | -4.99 | 4.44 | +15.77% |
| 2022 | -6.47 | -1.00 | 2.70 | -1.52 | -4.53 | -4.35 | 9.09 | -4.34 | -4.41 | 6.29 | 3.64 | -4.94 | -10.67% |
| 2023 | 4.95 | -0.04 | -2.92 | 1.78 | -3.24 | 2.91 | 0.05 | -2.27 | -4.39 | -4.78 | 4.89 | 5.98 | +2.13% |
| 2024 | 1.68 | 2.14 | 3.14 | -3.04 | 1.54 | 0.63 | -1.28 | 2.19 | -0.56 | -1.05 | 6.75 | -1.85 | - |
| 2025 | 4.76 | - | - | - | - | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 8.68% | 11.58% | 10.23% | 14.54% | 17.02% |
| Sharpe ratio | 13.09 | 1.46 | 1.21 | 0.13 | 0.08 |
| Best month | +4.76% | +6.75% | +6.75% | +9.09% | +11.87% |
| Worst month | -1.85% | -1.85% | -3.04% | -6.47% | -10.49% |
| Maximum loss | -0.98% | -5.61% | -6.96% | -18.08% | -32.00% |
| Outperformance | -2.70% | - | -4.17% | -1.87% | - |
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 | +4.76% | ||
|---|---|---|---|
| 6 Months | +9.46% | ||
| 1 Year | +15.10% | ||
| 3 Years | +14.38% | ||
| 5 Years | +22.41% | ||
| Since start | +54.22% | ||
| Year | |||
| 2023 | +2.13% | ||
| 2022 | -10.67% | ||
| 2021 | +15.77% | ||
| 2020 | +3.33% | ||
| 2019 | +21.93% | ||
| 2018 | +1.21% | ||
| 2017 | -2.00% | ||