Compare
AXA MPS Financial Balanced Plus A AXBALPA
NAV
- Periodicity
- Daily
- Currency
- Euro
- Last update
- 7/29/2025
- NAV
- 21.571
- Daily change (%)
- 0.24%
Charts
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Performance (Euro)
| Analysis at 7/29/2025 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 2.26% | 4.90% | 12.33% | 19.89% |
| Analysis at 7/29/2025 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 5.92% | 8.08% | 7.62% |
| Negative volatility | 4.39% | 5.46% | 5.15% |
| Sharpe | 0.24 | 0.35 | 0.33 |
| Sortino | 0.33 | 0.52 | 0.49 |
Annual performance (Euro)
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | ||
| AXA MPS Financial Balanced Plus A | 5.12% | 8.23% | -13.89% | 8.88% | 7.96% | 2.26% | |
| Diversified EUR Balanced | 6.05% | 12.67% | -13.89% | 11.80% | 14.08% | 0.17% | |