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AXA Equitable Accumulator Select Variable Annuity
AXA Equitable Accumulator Select Variable Annuity Asset Allocation Composite Moderate
AXA Equitable Accumulator Select Variable Annuity Asset Allocation Composite Moderate
live (public) 0.54% February 28
Delayed
Holdings (As of 10/31/2024)
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| Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
|---|---|---|---|---|
| General Bond | VFICX (VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND INVESTOR SHARES) | 0.12% | Multimanager Core Bond Portfolio | 39.17% |
| US Equity | VWUSX (VANGUARD U.S. GROWTH FUND INVESTOR SHARES) | 2.88% | EQ/Large Cap Growth PLUS Portfolio | 14.37% |
| US Equity | IWF (iShares Russell 1000 Growth ETF) | 2.90% | EQ/Equity Growth PLUS Portfolio | 13.39% |
| International Equity | OGLYX (Oppenheimer Global Fund Cl Y) | 1.92% | EQ/Oppenheimer Global Portfolio | 16.92% |
| International Equity | MGRAX (MFS INTERNATIONAL GROWTH FUND A) | 1.10% | EQ/MFS International Growth Portfolio | 16.15% |
* Day change on 10/31/2024.
Previous
Beta
Performance (As of 02/28/2025)
Since 12/31/2000
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| AXA Equitable Accumulator Select Variable Annuity Asset Allocation Composite Moderate | 5.8% | 17.5% | 1.7% | 5.5% | 6.6% | 7.3% |
| VFINX (Vanguard (S&P 500) Index) | -0.2% | 13.5% | 13.9% | 16.9% | 12.8% | 13.5% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | -0.8% | 5.0% | 6.7% | 6.7% | 6.7% | 8.0% |
* YTD: Year to Date
** AR: Annualized Return
** portfolio AR is delayed
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 15 Yr | 20 Yr | 20 Yr | Since 01/02/2001 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.3 | 5.8 | 17.5 | 1.7 | 5.5 | 6.6 | 7.3 | 7.8 | 7.6 | 8.0 | 9.2 | 6.3 | 7.5 | -13.3 | 6.9 | 14.8 | 16.4 | -1.0 | 15.7 | 12.3 | -0.7 | 4.5 | 17.8 | 10.3 | -0.5 | 18.1 | 16.9 | -1.4 | 10.1 | 10.6 | 5.2 | 17.4 | 31.2 | 16.3 | 6.5 |
| Sharpe Ratio | NA | 0.19 | -0.09 | -0.12 | 0.23 | 0.51 | NA | NA | NA | NA | 0.87 | -0.03 | 0.39 | -1.55 | 0.63 | 1.65 | 2.13 | -0.23 | 2.77 | 1.64 | -0.1 | 0.63 | 2.29 | 1.2 | -0.03 | 1.66 | 1.5 | -0.25 | 0.77 | 0.89 | 0.44 | 1.75 | 3.61 | 2.07 | 0.66 |
| Draw Down(%) | NA | 2.3 | 7.4 | 13.8 | 21.9 | 21.9 | NA | NA | NA | NA | 21.9 | 6.7 | 7.4 | 14.0 | 6.7 | 13.0 | 3.5 | 10.3 | 1.6 | 4.1 | 6.5 | 5.3 | 6.0 | 7.0 | 15.3 | 9.0 | 6.1 | 8.4 | 6.1 | 9.2 | 4.9 | 7.9 | 5.3 | 3.3 | 5.3 |
| Standard Deviation(%) | NA | 7.8 | 9.5 | 8.8 | 9.4 | 8.6 | NA | NA | NA | NA | 9.0 | 9.8 | 8.3 | 9.5 | 11.0 | 8.8 | 7.1 | 10.0 | 5.4 | 7.4 | 7.4 | 7.1 | 7.7 | 8.5 | 15.5 | 10.8 | 11.2 | 9.3 | 9.3 | 8.3 | 7.0 | 9.4 | 8.4 | 7.3 | 6.3 |
| Treynor Ratio | NA | 0.03 | -0.01 | -0.03 | 0.09 | 0.14 | NA | NA | NA | NA | 0.36 | 0.0 | 0.06 | -0.53 | 0.1 | 1.6 | 0.3 | -0.04 | 0.23 | 0.37 | -0.02 | 0.08 | 0.27 | 0.16 | -0.01 | 0.52 | 1.7 | 0.33 | 0.13 | 0.1 | 0.05 | 0.25 | 2.78 | -1.24 | -0.76 |
| Alpha | NA | 0.03 | -0.03 | -0.01 | 0.0 | 0.01 | NA | NA | NA | NA | 0.03 | -0.04 | -0.02 | -0.04 | -0.04 | 0.05 | 0.01 | 0.01 | 0.01 | 0.03 | 0.0 | -0.01 | 0.0 | 0.01 | 0.0 | 0.05 | 0.05 | -0.02 | 0.02 | 0.0 | 0.01 | 0.04 | 0.1 | 0.04 | 0.01 |
| Beta | NA | 0.53 | 0.64 | 0.38 | 0.25 | 0.31 | NA | NA | NA | NA | 0.22 | 0.67 | 0.52 | 0.28 | 0.66 | 0.09 | 0.5 | 0.54 | 0.65 | 0.33 | 0.32 | 0.59 | 0.66 | 0.63 | 0.64 | 0.35 | 0.1 | -0.07 | 0.54 | 0.73 | 0.57 | 0.66 | 0.11 | -0.12 | -0.05 |
| RSquared | NA | 0.81 | 0.75 | 0.54 | 0.32 | 0.4 | NA | NA | NA | NA | 0.22 | 0.76 | 0.67 | 0.5 | 0.62 | 0.13 | 0.79 | 0.84 | 0.64 | 0.34 | 0.45 | 0.89 | 0.9 | 0.91 | 0.92 | 0.34 | 0.06 | 0.1 | 0.88 | 0.77 | 0.7 | 0.6 | 0.05 | 0.19 | 0.03 |
| Sortino Ratio | NA | 0.27 | -0.12 | -0.16 | 0.32 | 0.69 | NA | NA | NA | NA | 1.22 | -0.03 | 0.56 | -1.97 | 0.88 | 2.27 | 2.97 | -0.3 | 4.31 | 2.27 | -0.13 | 0.88 | 3.27 | 1.83 | -0.04 | 2.41 | 2.29 | -0.33 | 1.06 | 1.31 | 0.63 | 2.47 | 5.61 | 3.11 | 0.93 |
| Yield(%) | N/A | 0.0 | 1.8 | 2.8 | 3.5 | 4.5 | 7.0 | 7.0 | 9.2 | 9.2 | 4.54 | 2.0 | 4.5 | 1.8 | 2.6 | 4.8 | 2.6 | 1.9 | 7.4 | 5.2 | 1.8 | 9.3 | 5.2 | 5.0 | 3.2 | 3.8 | 5.0 | 3.9 | 6.1 | 4.0 | 2.4 | 4.6 | 6.7 | 5.4 | 6.4 |
| Dividend Growth(%) | N/A | -100.0 | -54.8 | -7.5 | 21.4 | 43.3 | N/A | N/A | N/A | N/A | N/A | -52.4 | 115.8 | -26.0 | -38.2 | 117.0 | 36.8 | -70.4 | 60.0 | 180.8 | -79.3 | 106.4 | 16.3 | 53.5 | -1.4 | -8.8 | 24.7 | -28.5 | 65.0 | 80.9 | -39.2 | -8.6 | 40.8 | -9.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/2000
Portfolio Description
The risk profile of this portfolio is 40%. The total allocation of the fixed income asset should be at least 40%.
The portfolio’s stock (risk asset) allocation can be dynamically reduced when stock or risk asset markets are in a downtrend.
This portfolio belongs to AXA Equitable Accumulator Select Variable Annuity
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