Compare
AXA MPS Financial Balanced Plus A AXBALPA
NAV
- Periodicity
- Daily
- Currency
- Euro
- Last update
- 4/22/2025
- NAV
- 20.315
- Daily change (%)
- -0.02%
Charts
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Performance (Euro)
| Analysis at 4/17/2025 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -3.68% | 1.46% | 3.77% | 20.73% |
| Analysis at 4/17/2025 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 5.89% | 8.70% | 7.98% |
| Negative volatility | 4.82% | 6.28% | 5.15% |
| Sharpe | Neg | Neg | 0.52 |
| Sortino | Neg | Neg | 0.80 |
Annual performance (Euro)
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | ||
| AXA MPS Financial Balanced Plus A | 5.12% | 8.23% | -13.89% | 8.88% | 7.96% | -3.68% | |
| Diversified EUR Balanced | 6.05% | 12.67% | -13.89% | 11.80% | 14.08% | -7.86% | |