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AXA Life-Fortress Fund A Performance figures as of: 20/01/2006
Unit Trust Centre > Singapore Insurance Linked > Equity Singapore > AXA Life-Fortress Fund A

Overview | Performance (Cumulative | Consistency | Volatility)
The performances are calculated on a bid to bid basis with the inclusion of any income or capital gains dividends being reinvested at the dividend date. The fund performances shown are percentage growth values in S$.

Cumulative Performance Analysis (% growth in Singapore Dollar, 20/01/2006)
   6 mo  1 yr  3 yr  5 yr  10 yr
AXA Life-Fortress Fund A  6.590  25.670      
Sector (Equity Singapore)  4.900  19.530  80.040  58.550  
Absolute Ranking in Sector  1/5  1/5      
Best Fund in Sector (click to see best fund for each period)  6.590  25.670  100.790  58.550  
Quartile Ranking  1  1      

Percentage return on investment over entire period shown, assuming reinvestment of all income generated. Also shows ranking within General Sector. Quartile ranking shows which of four quartiles the fund is in for each period.


Consistency of Performance Analysis (% growth in Singapore Dollar, 20/01/2006)
   0-12 mo  12-24 mo  24-36 mo  48-60 mo  108-120 mo
AXA Life-Fortress Fund A  25.710  22.860      
Sector (Equity Singapore)  19.330  17.310  31.890  -7.700  
Quartile Ranking  2  1      

Percentage growth for each discrete 12-month period. Also shows ranking within General Sector for each discrete 12 month period. Quartile ranking shows which of four quartiles the fund was in for each discrete period.


Volatility Analysis (% deviation from average for each period, 20/01/2006)
   3 yr  4 yr  5 yr  7 yr  10 yr
AXA Life-Fortress Fund A          
Sector (Equity Singapore)  2.620  4.080  5.390  6.420  
Volatility Ranking in Sector          
Least Volatile Fund in Sector  2.520  4.000  5.390  6.420  
Most Volatile Fund in Sector  2.710  4.160  5.390  6.420  
Quartile Ranking          

Shows percentage deviation from average change for sector. Sector volatility shows sector's standard deviation from average for all sectors.

 

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