AXA Distribution Fund Class J Net Accumulation SharesRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
|
Annual Returns (GBP) | 31/07/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/07 | |
Price Return | 7.50 | -6.70 | 15.73 | -1.78 | 9.40 | -10.50 | 7.61 | 4.91 |
+/- Category | 0.05 | -1.21 | 3.31 | -5.86 | 1.34 | -0.04 | 0.08 | -0.16 |
+/- Category Index | - | - | - | -7.07 | 1.41 | -1.24 | -1.65 | -1.45 |
% Rank in Category | 46 | 75 | 12 | 92 | 31 | 58 | 48 | 52 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.67 | 0.25 | 0.33 |
1 Week | 1.67 | 0.50 | 0.00 |
1 Month | 1.67 | 1.75 | 1.30 |
3 Months | 2.24 | 1.24 | 0.56 |
6 Months | 8.72 | 3.62 | 2.87 |
YTD | 4.91 | 0.29 | -1.32 |
1 Year | 10.47 | 0.51 | -1.54 |
3 Years Annualised | 0.72 | 0.09 | -1.53 |
5 Years Annualised | 2.68 | -0.35 | -1.41 |
10 Years Annualised | 3.72 | -0.29 | -1.77 |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 0.06 | 2.17 | - | - |
2023 | 3.36 | -1.99 | 1.08 | 5.09 |
2022 | -2.33 | -8.80 | -6.27 | 7.21 |
2021 | 0.74 | 3.87 | 2.50 | 2.00 |
2020 | -14.18 | 8.99 | -2.05 | 7.20 |
2019 | 7.79 | 2.55 | 3.38 | 1.27 |
|
Advertisement |