Analysis at 4/23/2025 | YTD | 1 year | 3 years | 5 years |
---|---|---|---|---|
Performance | -4.04% | 1.15% | 7.70% | 33.68% |
Analysis at 4/23/2025 | 1 year | 3 years | 5 years |
---|---|---|---|
Volatility | 6.78% | 10.04% | 9.73% |
Negative volatility | 5.56% | 7.11% | 5.92% |
Sharpe | Neg | 0.05 | 0.67 |
Sortino | Neg | 0.08 | 1.09 |
2020 | 2021 | 2022 | 2023 | 2024 | 2025 | ||
AXA MPS Financial Dynamic B | 5.08% | 12.69% | -14.47% | 9.85% | 9.98% | -4.04% | |
Diversified EUR Aggressive | 6.81% | 18.77% | -13.52% | 14.66% | 18.70% | -8.58% |