LSE - Delayed Quote GBP
AXA People & Planet Equity R Acc (0P00000DJQ.L)
2.6520
+0.0020
+(0.08%)
At close: May 2 at 9:00:00 PM GMT+1
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -3.84% |
| 5y Average Return | 1.57% |
| Number of Years Up | 18 |
| Number of Years Down | 14 |
| Best 1Y Total Return (May 2, 2025) | 29.07% |
| Worst 1Y Total Return (May 2, 2025) | -- |
| Best 3Y Total Return | 29.07% |
| Worst 3Y Total Return | -9.49% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P00000DJQ.L
Category
- YTD
- -5.77%
- 0.00%
- 1-Month
- -7.38%
- 0.00%
- 3-Month
- -5.77%
- 0.00%
- 1-Year
- -4.69%
- 0.00%
- 3-Year
- -3.68%
- 0.00%
- 5-Year
- 2.17%
- 0.00%
- 10-Year
- 2.29%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P00000DJQ.L
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -5.77% | -- | -- | -- |
| 2024 | 8.43% | 0.95% | -2.62% | 2.87% |
| 2023 | 0.95% | -3.90% | -6.72% | 5.27% |
| 2022 | -10.69% | -4.33% | -5.39% | 0.30% |
| 2021 | -1.15% | 4.50% | -5.42% | -1.75% |
| 2020 | -19.90% | 22.28% | 7.78% | 10.27% |
| 2019 | 8.35% | 6.39% | 1.41% | 1.57% |
| 2018 | -4.51% | -2.03% | -3.99% | -3.69% |
| 2017 | 11.16% | 2.53% | 2.50% | 6.65% |
| 2016 | 5.37% | 10.81% | 10.46% | -3.31% |
| 2015 | 7.47% | -6.61% | -10.49% | 5.39% |
| 2014 | -4.64% | 5.20% | 0.67% | 1.47% |
| 2013 | 6.28% | -7.23% | -2.50% | -1.99% |
| 2012 | 9.30% | -6.38% | 4.16% | 5.85% |
| 2011 | -6.32% | -0.05% | -20.49% | 4.01% |
| 2010 | 10.37% | -7.19% | 13.16% | 11.34% |
| 2009 | -2.24% | 22.44% | 20.72% | 9.36% |
| 2008 | -10.51% | -0.73% | -25.20% | -7.99% |
| 2007 | 6.83% | 13.84% | 10.31% | 9.47% |
| 2006 | 17.14% | -12.60% | 1.86% | 13.61% |
| 2005 | 8.80% | 8.13% | 17.65% | 11.25% |
| 2004 | 9.49% | -8.37% | 5.42% | 9.21% |
| 2003 | -3.40% | 20.83% | 9.63% | 8.95% |
| 2002 | 10.76% | -12.02% | -15.67% | 8.70% |
| 2001 | -5.13% | 9.77% | -25.86% | 30.28% |
| 2000 | 4.84% | -13.51% | -12.42% | -19.09% |
| 1999 | 11.76% | 30.85% | -11.95% | 45.59% |
| 1998 | -3.45% | -22.98% | -24.47% | 9.30% |
| 1997 | 12.60% | 14.33% | -0.62% | -19.94% |
| 1996 | 9.29% | 3.61% | -4.78% | -9.74% |
| 1995 | -16.35% | 7.30% | 0.67% | -3.27% |
| 1994 | -8.35% | -8.94% | 12.72% | -11.59% |
| 1993 | 5.71% | 4.49% | 15.21% | 45.18% |
Rank in Category (By Total Return)
| YTD | 37 |
| 1-Month | 46 |
| 3-Month | 37 |
| 1-Year | 75 |
| 3-Year | -- |
| 5-Year | -- |
Load Adjusted Returns
| 1-Year | -4.69% |
| 3-Year | -3.68% |
| 5-Year | 2.17% |
| 10-Year | 2.29% |
Performance & Risk
| YTD Return | -3.84% |
| 5y Average Return | 1.57% |
| Rank in Category (ytd) | 37 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.78 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | AXA Investment Managers UK Ltd |
| Net Assets | 24.33M |
| YTD Return | -5.77% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Dec 31, 1992 |
Fund Summary
Fund Summary Information Not Available
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