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OTC Markets OTCPK - Delayed Quote USD
AXAWF Sustainable Equity QI I Cap USD (0P0000ZBKK)
293.52
-5.53
(-1.85%)
At close: April 3 at 4:00:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 0.00% |
| 5y Average Return | 0.00% |
| Number of Years Up | 9 |
| Number of Years Down | 2 |
| Best 1Y Total Return | 27.59% |
| Worst 1Y Total Return | -- |
| Best 3Y Total Return | 27.59% |
| Worst 3Y Total Return | 4.89% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0000ZBKK
Category
- YTD
- 3.02%
- 0.00%
- 1-Month
- 0.46%
- 0.00%
- 3-Month
- 0.03%
- 0.00%
- 1-Year
- 14.42%
- 0.00%
- 3-Year
- 9.11%
- 0.00%
- 5-Year
- 12.28%
- 0.00%
- 10-Year
- 9.71%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P0000ZBKK
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 7.07% | 2.01% | 8.33% | -1.84% |
| 2023 | 4.74% | 5.51% | -4.11% | 10.81% |
| 2022 | -5.95% | -12.98% | -6.19% | 10.21% |
| 2021 | 4.22% | 7.28% | 0.82% | 9.81% |
| 2020 | -18.88% | 16.36% | 7.73% | 9.83% |
| 2019 | 12.46% | 5.45% | 1.91% | 5.57% |
| 2018 | -1.56% | 1.49% | 5.76% | -10.11% |
| 2017 | 6.25% | 4.65% | 4.52% | 4.81% |
| 2016 | 2.22% | 2.27% | 1.81% | -0.16% |
| 2015 | 1.86% | -0.76% | -4.71% | 5.53% |
| 2014 | 0.97% | 4.86% | -1.61% | 2.98% |
| 2013 | 7.15% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 36 |
| 1-Month | 15 |
| 3-Month | 41 |
| 1-Year | 21 |
| 3-Year | 24 |
| 5-Year | 30 |
Load Adjusted Returns
| 1-Year | 14.42% |
| 3-Year | 9.11% |
| 5-Year | 12.28% |
| 10-Year | 9.71% |
Performance & Risk
| YTD Return | 0.00% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 36 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.90 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | AXA Investment Managers Paris S.A. |
| Net Assets | -- |
| YTD Return | 3.02% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Apr 11, 2017 |
Fund Summary
null
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