Analysis at 4/29/2025 | YTD | 1 year | 3 years | 5 years |
---|---|---|---|---|
Performance | -2.13% | 2.10% | 5.31% | 18.86% |
Analysis at 4/29/2025 | 1 year | 3 years | 5 years |
---|---|---|---|
Volatility | 4.53% | 7.93% | 7.55% |
Negative volatility | 3.74% | 5.84% | 4.81% |
Sharpe | Neg | Neg | 0.51 |
Sortino | Neg | Neg | 0.80 |
2020 | 2021 | 2022 | 2023 | 2024 | 2025 | ||
AXA MPS Vita Double Engine Equilibrato | 3.37% | 7.74% | -13.82% | 7.80% | 7.63% | -2.13% | |
Diversified Balanced | 3.71% | 14.10% | -10.81% | 9.72% | 15.63% | -6.82% |