OTC Markets OTCPK - Delayed Quote USD

AXAWF US Short Dur HY Bds ZI Dis USD (0P00018JGR)

97.95 +0.11 (+0.11%)
At close: September 13 at 4:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.00%
5y Average Return 0.00%
Number of Years Up 6
Number of Years Down 1
Best 1Y Total Return 9.48%
Worst 1Y Total Return --
Best 3Y Total Return 9.48%
Worst 3Y Total Return 0.24%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00018JGR
Category
YTD
4.79%
0.00%
1-Month
1.01%
0.00%
3-Month
3.23%
0.00%
1-Year
9.01%
0.00%
3-Year
3.16%
0.00%
5-Year
3.22%
0.00%
10-Year
0.00%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00018JGR
Category
2024
--
--
2023
9.48%
--
2022
-4.91%
--
2021
3.17%
--
2020
2.67%
--
2019
7.95%
--
2018
1.24%
--
2017
3.64%
--

2016
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 1.19% 1.22% -- --
2023 2.68% 1.22% 0.89% 4.41%
2022 -1.51% -6.41% 0.53% 2.63%
2021 0.85% 1.22% 0.48% 0.59%
2020 -6.65% 5.00% 2.66% 2.03%
2019 4.11% 1.37% 1.23% 1.04%
2018 0.17% 0.79% 1.60% -1.30%
2017 1.10% 1.36% 0.98% 0.15%
2016 0.43% -- -- --

Rank in Category (By Total Return)

YTD 76
1-Month 93
3-Month 84
1-Year 89
3-Year 13
5-Year 64

Load Adjusted Returns

1-Year 9.01%
3-Year 3.16%
5-Year 3.22%
10-Year --

Performance & Risk

YTD Return 0.00%
5y Average Return 0.00%
Rank in Category (ytd) 76
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.66
Morningstar Risk Rating

Fund Overview

Category --
Fund Family AXA Investment Managers Paris S.A.
Net Assets --
YTD Return 4.79%
Yield 5.09%
Morningstar Rating
Inception Date May 23, 2022

Fund Summary

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