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AXA WF Inflation Plus E Capitalisation EUR/  LU2534981290  /

Fonds
NAV31/10/2024 Chg.-0.1100 Type of yield Investment Focus Investment company
104.0200EUR -0.11% reinvestment Bonds Worldwide AXA Fds. Management ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2022 - - - - - - - - - - 1.14 0.01 -
2023 1.09 -1.32 1.18 -0.20 -0.93 -0.89 0.18 -0.13 -0.86 0.42 1.00 1.18 +0.68%
2024 0.31 -0.27 0.45 -0.22 0.32 0.40 0.68 0.16 0.55 -0.67 - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 1.35% 1.39% 1.57% -% -%
Sharpe ratio -0.73 -0.12 0.56 - -
Best month +1.18% +0.68% +1.18% - -
Worst month -0.67% -0.67% -0.67% - -
Maximum loss -1.11% -1.11% -1.11% - -
Outperformance - - - - -
 
All quotes in EUR

Share classes

Name   Type of yield Repurchase p. 1 Year 3 Years
AXA WF Inflation Plus I (H) Capi... reinvestment 100.4600 +2.01% -
AXA WF Inflation Plus E Capitali... reinvestment 104.0200 +3.94% -
AXA WF-Inflation Pl.F EUR reinvestment 109.9900 +4.62% +10.21%
AXA WF-Inflation Pl.I EUR reinvestment 110.5500 +4.80% +10.76%
AXA WF-Inflation Pl.M EUR reinvestment 105.7500 +5.13% -
AXA WF-Inflation Pl.G USD H reinvestment 107.9900 +6.68% -
AXA WF Inflation Plus F (H) Capi... reinvestment 108.3200 +6.38% -
AXA WF Inflation Plus BE Capital... reinvestment 100.1500 +3.27% -
AXA WF-Inflation Pl.A EUR reinvestment 108.9800 +4.31% +9.22%

Performance

YTD  
+1.71%
6 Months  
+1.44%
1 Year  
+3.94%
3 Years     -
5 Years     -
10 Years     -
Since start  
+4.02%
Year
2023  
+0.68%