AXA World Funds - Next Generation F Capitalisation USDRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/08/2024 |
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Annual Returns (GBP) | 31/08/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/08 | |
Price Return | 19.21 | -5.75 | 14.31 | 16.94 | 7.00 | -21.24 | -3.90 | -5.67 |
+/- Category | 4.44 | 4.88 | -4.57 | 3.59 | -9.51 | -9.31 | -12.96 | -10.22 |
+/- Category Index | 6.98 | - | -6.25 | 5.95 | -10.40 | -13.96 | -13.62 | -12.15 |
% Rank in Category | 24 | 13 | 87 | 32 | 91 | 82 | 96 | 96 |
Trailing Returns (GBP) | 25/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.37 | -0.38 | 0.05 |
1 Week | -0.23 | -0.23 | -0.05 |
1 Month | -1.32 | -1.09 | -1.37 |
3 Months | -0.91 | -2.06 | -2.62 |
6 Months | -6.31 | -5.75 | -6.84 |
YTD | -7.98 | -11.16 | -13.69 |
1 Year | -3.63 | -14.24 | -16.37 |
3 Years Annualised | -12.38 | -9.73 | -15.53 |
5 Years Annualised | -2.90 | -8.85 | -10.09 |
10 Years Annualised | 5.26 | -3.08 | -4.52 |
Category: Global Small/Mid-Cap Equity | |||
Category Index: Morningstar Gbl SMID NR USD |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | -1.02 | -6.11 | - | - |
2023 | 0.22 | -3.47 | -5.47 | 5.09 |
2022 | -13.99 | -12.26 | 3.69 | 0.65 |
2021 | -4.27 | 6.22 | 5.67 | -0.41 |
2020 | -20.28 | 22.91 | 3.51 | 15.29 |
2019 | 9.52 | 8.00 | -2.58 | -0.80 |
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