| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 9.83% | 1.28% | 7.04% | 20.41% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 10.45% | 13.31% | 15.33% |
| Negative volatility | 9.61% | 9.92% | 10.75% |
| Sharpe | Neg | Neg | 0.15 |
| Sortino | Neg | Neg | 0.22 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| AXA WF Global Real Estate A $ | 37.65% | -22.16% | 5.38% | 6.13% | -6.25% | 9.83% | |
| Equity Sector - Real Estate (World) | 35.74% | -15.65% | 4.41% | 8.81% | -2.39% | 8.92% | |