Calculation tool
AXA WF US High Yield Bonds A USD
Please note past performance should not be used as a guide to future performance, which is not guaranteed. Investment Managers funds should be considered a long term investment. The value of your investment may go down as well as up. There is no guarantee that you will get back the amount you originally invested.
We recommend that investors seek financial advice before making investment decisions.
| Performance | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Since launch |
|---|---|---|---|---|---|---|---|---|---|
| Net performance | 1.96% | 3.15% | 8.50% | 7.10% | 5.13% | - | - | - | 25.03% |
| Performance indicator | 2.00% | 2.99% | 8.06% | 6.76% | 5.16% | - | - | - | 26.37% |
| Start date | 11/04/12 | 10/02/12 | 10/11/11 | 30/12/11 | 11/05/11 | - | - | - | 26/02/10 |
| End date | 11/05/12 | 11/05/12 | 11/05/12 | 11/05/12 | 11/05/12 | - | - | - | 11/05/12 |
| Risk ratio | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Since launch |
|---|---|---|---|---|---|---|---|---|---|
| Fund volatility | - | 3.05% | 3.15% | 3.15% | 7.51% | - | - | - | 7.56% |
| Performance indicator volatility | - | 2.40% | 2.79% | 2.43% | 8.29% | - | - | - | 8.05% |
| Tracking error | - | 2.22% | 2.12% | 2.43% | 1.54% | - | - | - | 1.05% |
| Information ratio | - | 1.04 | 1.18 | 1.09 | 0.89 | - | - | - | 0.89 |
| Sharpe ratio | - | 3.27 | 8.32 | 7.05 | 0.92 | - | - | - | 1.59 |
| Beta | - | 0.8800 | 0.8490 | 0.8419 | 0.8936 | - | - | - | 0.9319 |
| Alpha | - | 0.0142% | 0.0185% | 0.0209% | 0.0259% | - | - | - | 0.1270% |
