| Analysis at 12/29/2025 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -3.83% | -4.77% | 34.58% | 24.36% |
| Analysis at 12/29/2025 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 14.77% | 13.03% | 13.94% |
| Negative volatility | 12.55% | 9.20% | 9.60% |
| Sharpe | Neg | 0.42 | 0.30 |
| Sortino | Neg | 0.60 | 0.43 |
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | ||
| AXA WF Evolving Trends F $ | 20.87% | 17.25% | -21.96% | 13.15% | 24.39% | -3.83% | |
| Equity World (Emerging & Developed Markets) - Large & Mid Cap | 28.08% | -12.58% | 18.65% | 25.90% | 8.33% | 3.20% | |