AXA World Funds - Longevity Economy E Capitalisation EUR

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Morningstar Rating™(Relative to Category)30/11/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage3 star
5-YearBelow AverageAbove Average2 star
10-YearLowAbove Average1 star
OverallBelow AverageAbove Average2 star
 
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1 Year Daily Volatility Chart (annualised)
  • AXA World Funds - Longevity Economy E Capitalisation EUR
  • Morningstar Gbl Health TME NR USD
%
Volatility Measurements30/11/2024
 
3-Yr Std Dev11.80 %
3-Yr Mean Return2.22 %
 
3-Yr Sharpe Ratio-0.11
 
Modern Portfolio Statistics30/11/202430/11/2024
 Standard IndexBest Fit Index
 Morningstar Gbl Health TME NR USD  Morningstar EU Agg Gbl Tgt Alloc NR EUR
3-Yr Beta1.031.05
3-Yr Alpha-2.94-4.54
 
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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)
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