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            Trend

            Last Previous Currency Date Chng
            126.80 125.38 EUR 25/12/18 +1.13

            Terms

            Isin LU2538922183
            Contract Type N.D.
            Currency EUR
            Class BE
            Risk Class 4
            Assogestioni Category Fondi Flessibili
            Declared Benchmark N.Av.
            Start Date 23/02/01
            Advisor Name N.Av.
            Fund Asset Under Management N.Av.

            Performance

            Cumulatives
            1 month +1.53
            Ytd +11.79
            1 year +11.89
            3 years N.Av.
            5 years N.Av.
            Yearly
            11/30/2024 +10.33
            11/30/2023 N.Av.
            11/30/2022 N.Av.
            11/30/2021 N.Av.
            11/30/2020 N.Av.
            Rating
            N.Av.
            Score
            N.Av.

            Company

            Axa Investment Managers Paris
            Tour Majunga - La d�fense 9 - 6 place de la Pyramide 92800 - Puteaux
            Tel. + 33 (0) 1 44 45 70

            Costs

            Entrance (ACP) Min: 0,0000 - Max: 0,0000
            Management 0
            Reimbursement 2%
            Administrative N.Av.
            Switch N.Av.
            Tunnel N.D.

            Subscription

            One Solution
            Initial N.Av. EUR
            Integrative N.Av. EUR
            Accumulation Plan
            Duration N.Av.
            Minimum Payment Unit N.Av.
            Initial Payment N.Av.

            Costs

            Entrance (ACP) Min: 0,0000 - Max: 0,0000
            Management 0
            Reimbursement 2%
            Administrative N.Av.
            Switch N.Av.
            Tunnel N.D.

            Performance

            Cumulatives
            1 day +1.13
            1 week -1.81
            1 month +1.53
            3 months +1.68
            6 months +9.89
            From the beginning of the year +11.79
            1 year +11.89
            2 years +23.47
            3 years N.Av.
            4 years N.Av.
            5 years N.Av.
            Yearly
            11/30/2024 +10.33
            11/30/2023 N.Av.
            11/30/2022 N.Av.
            11/30/2021 N.Av.
            11/30/2020 N.Av.


            Rating
            N.Av.
            Score
            N.Av.

            Efficiency Indicators

            Sharpe 1 year 1.4137
            Benchmark 1 year N.Av.
            Sharpe 3 years N.Av.
            Benchmark 3 years N.Av.
            Sharpe 5 years N.Av.
            Benchmark 5 years N.Av.
            Sortino 1 year 2.1087
            Benchmark 1 year N.Av.
            Sortino 3 years N.Av.
            Benchmark 3 years N.Av.
            Sortino 5 years N.Av.
            Benchmark 5 years N.Av.

            Absolute

            Standard Volatility
            1 year +10.71
            3 years N.Av.
            5 years N.Av.
            Negative Volatility
            1 year +7.23
            3 years +6.32
            5 years N.Av.

            Benchmark

            Standard Volatility
            1 year N.Av.
            3 years N.Av.
            5 years N.Av.
            Negative Volatility
            1 year N.Av.
            3 years N.Av.
            5 years N.Av.
            Updated Monthly - 25/11/26

            Relative

            Sharpe N.Av.
            Sortino N.Av.
            Bull Market N.Av.
            Bear Market N.Av.
            Benchmark N.Av.
            Benchmark N.Av.
            Benchmark N.Av.
            Benchmark N.Av.
            Three years data
            Risk Class 4

            General

              1 year 17,746 3 years 15,635 5 years 13,875
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 17,746
            3,825
              
            +11.77
            3 years 15,635
            -1
              
            N.Av.
            5 years 13,875
            -1
              
            N.Av.
            Performance             		3,825 +11.77 -1 N.Av. -1 N.Av.
            Total Volatility
            1 year 17,746
            13,823
              
            +10.71
            3 years 15,635
            -1
              
            N.Av.
            5 years 13,875
            -1
              
            N.Av.
            Total Volatility             		13,823 +10.71 -1 N.Av. -1 N.Av.
            Negative Volatility
            1 year 17,746
            13,488
              
            +7.23
            3 years 15,635
            11,576
              
            +6.32
            5 years 13,875
            -1
              
            N.Av.
            Negative Volatility             		13,488 +7.23 11,576 +6.32 -1 N.Av.
            Sharpe Index
            1 year 17,746
            3,312
              
            +1.41
            3 years 15,635
            -1
              
            N.Av.
            5 years 13,875
            -1
              
            N.Av.
            Sharpe Index             		3,312 +1.41 -1 N.Av. -1 N.Av.
            Sortino Index
            1 year 17,746
            4,842
              
            +2.11
            3 years 15,635
            -1
              
            N.Av.
            5 years 13,875
            -1
              
            N.Av.
            Sortino Index             		4,842 +2.11 -1 N.Av. -1 N.Av.

            By Category

              1 year 17,746 3 years 15,635 5 years 13,875
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 17,746
            103
              
            +11.77
            3 years 15,635
            -1
              
            N.Av.
            5 years 13,875
            -1
              
            N.Av.
            Performance             		103 +11.77 -1 N.Av. -1 N.Av.
            Total Volatility
            1 year 17,746
            1,294
              
            +10.71
            3 years 15,635
            -1
              
            N.Av.
            5 years 13,875
            -1
              
            N.Av.
            Total Volatility             		1,294 +10.71 -1 N.Av. -1 N.Av.
            Negative Volatility
            1 year 17,746
            1,276
              
            +7.23
            3 years 15,635
            1,093
              
            +6.32
            5 years 13,875
            -1
              
            N.Av.
            Negative Volatility             		1,276 +7.23 1,093 +6.32 -1 N.Av.
            Sharpe Index
            1 year 17,746
            207
              
            +1.41
            3 years 15,635
            -1
              
            N.Av.
            5 years 13,875
            -1
              
            N.Av.
            Sharpe Index             		207 +1.41 -1 N.Av. -1 N.Av.
            Sortino Index
            1 year 17,746
            284
              
            +2.11
            3 years 15,635
            -1
              
            N.Av.
            5 years 13,875
            -1
              
            N.Av.
            Sortino Index             		284 +2.11 -1 N.Av. -1 N.Av.

            Foreign Funds - Axa Wf Global Optimal Income Be Eur: Performance, Terms, Fees, Risk, Rating


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