Analysis at 4/24/2025 | YTD | 1 year | 3 years | 5 years |
---|---|---|---|---|
Performance | -8.92% | -0.65% | -6.64% | 10.12% |
Analysis at 4/24/2025 | 1 year | 3 years | 5 years |
---|---|---|---|
Volatility | 7.81% | 12.03% | 12.36% |
Negative volatility | 4.49% | 9.10% | 8.17% |
Sharpe | 0.53 | Neg | 0.34 |
Sortino | 0.92 | Neg | 0.51 |
2020 | 2021 | 2022 | 2023 | 2024 | 2025 | ||
AXA DM Emerging Equity | 4.59% | 0.56% | -20.67% | 4.15% | 14.79% | -8.92% | |
Equity World (Emerging Markets) - Large & Mid Cap Value | -2.78% | 12.43% | -9.76% | 10.98% | 12.41% | -4.19% |