Analysis at 4/23/2025 | YTD | 1 year | 3 years | 5 years |
---|---|---|---|---|
Performance | -3.71% | 1.50% | 4.34% | 23.67% |
Analysis at 4/23/2025 | 1 year | 3 years | 5 years |
---|---|---|---|
Volatility | 4.52% | 7.92% | 7.54% |
Negative volatility | 3.62% | 5.72% | 4.70% |
Sharpe | 0.04 | Neg | 0.61 |
Sortino | 0.05 | Neg | 0.97 |
2020 | 2021 | 2022 | 2023 | 2024 | 2025 | ||
AXA MPS Vita Double Engine Equilibrato B | 4.15% | 8.53% | -13.17% | 8.59% | 8.43% | -3.71% | |
Diversified Balanced | 3.71% | 14.10% | -10.81% | 9.72% | 15.63% | -8.65% |