Compare
AXA WF Defensive Optimal Income E LU0158187608
NAV
- Periodicity
- Daily
- Currency
- Euro
- Last update
- 2/20/2026
- NAV
- 68.510
- Daily change (%)
- 0.38%
Charts
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Performance (Euro)
| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 3.64% | 1.67% | 16.21% | 2.29% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 7.92% | 6.38% | 5.55% |
| Negative volatility | 6.00% | 4.17% | 3.82% |
| Sharpe | Neg | 0.28 | Neg |
| Sortino | Neg | 0.43 | Neg |
Annual performance (Euro)
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| AXA WF Defensive Optimal Income E | -0.84% | -9.23% | 4.59% | 7.61% | -0.12% | 3.64% | |
| Total Return (Medium Volatility) | 8.51% | -7.01% | 7.42% | 10.47% | 2.14% | 1.46% | |