AXA Rosenberg Equity Alpha Trust - AXA Rosenberg Global Small Cap Alpha Fund A USD Acc (0P00000RNO) - Performance

75.059998 USD

1.05

1.42%

Last update Jun 26, 9:30 AM EDT

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74.010002

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AXA Rosenberg Equity Alpha Trust - AXA Rosenb...

75.06

1.05

1.42%

Performance

Trailing returns

Period	Return	Category	Rank
ytd	-0.032	0	68
1 month	0.003	0	82
3 months	-0.061	0	54
1 year	0.068	0	34
3 years	0.073	0	18
5 years	0.133	0	21
10 years	0.054	0	—

Annual total returns

Year	Return	Category
2025	—	—
2024	0.148	—
2023	0.187	—
2022	-0.167	—
2021	0.231	—
2020	0.042	—
2019	0.245	—
2018	-0.223	—
2017	0.190	—
2016	0.102	—
2015	0.006	—
2014	0.024	—
2013	0.387	—
2012	0.210	—
2011	-0.077	—
2010	0.221	—
2009	0.306	—
2008	-0.476	—
2007	0.030	—
2006	0.196	—
2005	0.176	—
2004	0.233	—
2003	0.519	—
2002	-0.020	—
2001	-0.059	—
2000	0.088	—
1999	—	—

Quarterly total returns

Year	Q1	Q2	Q3	Q4
2025	-0.035	—	—	—
2024	0.089	-0.021	0.099	-0.019
2023	0.066	0.043	-0.038	0.109
2022	-0.055	-0.159	-0.058	0.114
2021	0.135	0.048	-0.007	0.043
2020	-0.332	0.210	0.065	0.212
2019	0.140	0.003	-0.003	0.092
2018	-0.035	0.000	-0.006	-0.191
2017	0.047	0.040	0.052	0.039
2016	-0.002	-0.015	0.065	0.052
2015	0.049	0.019	-0.085	0.027
2014	0.035	0.036	-0.067	0.024
2013	0.130	0.004	0.113	0.098
2012	0.141	-0.067	0.075	0.057
2011	0.075	0.008	-0.221	0.094
2010	0.076	-0.126	0.139	0.138
2009	-0.105	0.199	0.187	0.025
2008	-0.082	0.061	-0.231	-0.301
2007	0.060	0.059	-0.025	-0.059
2006	0.118	-0.028	-0.002	0.103
2005	0.027	0.019	0.095	0.027
2004	0.074	0.003	0.005	0.140
2003	-0.020	0.214	0.119	0.141
2002	0.081	0.016	-0.150	0.049
2001	-0.050	0.063	-0.134	0.076
2000	0.079	0.018	-0.009	-0.001
1999	0.059	—	—	—

Load adjusted returns

Year	Return
1 year	0.068
3 years	0.073
5 years	0.133
10 years	0.054