AXA World Funds - Defensive Optimal Income I Capitalisation EURRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/08/2024 |
|
Annual Returns (GBP) | 31/08/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/08 | |
Price Return | 10.16 | -2.16 | -0.85 | 6.69 | -5.87 | -2.93 | 3.37 | 1.38 |
+/- Category | 3.98 | 1.72 | -2.32 | -0.56 | -3.29 | 2.95 | -0.48 | 0.34 |
+/- Category Index | 4.10 | -1.89 | -3.15 | -2.91 | -2.07 | 5.10 | -1.25 | 0.23 |
% Rank in Category | 5 | 22 | 79 | 61 | 90 | 24 | 62 | 43 |
Trailing Returns (GBP) | 27/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.12 | -0.04 | -0.08 |
1 Week | -0.38 | -0.21 | -0.21 |
1 Month | 0.02 | -0.02 | 0.05 |
3 Months | -0.17 | -1.17 | -1.70 |
6 Months | -0.70 | -1.43 | -1.51 |
YTD | 0.95 | -0.58 | -0.19 |
1 Year | 8.04 | 1.36 | 1.34 |
3 Years Annualised | -0.15 | 0.51 | 1.07 |
5 Years Annualised | -0.19 | -0.25 | 0.28 |
10 Years Annualised | - | - | - |
Category: EUR Cautious Allocation - Global | |||
Category Index: Morningstar EU Cau Gbl Tgt Alloc NR EUR |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.38 | -0.37 | - | - |
2023 | -0.93 | -2.63 | 0.47 | 6.67 |
2022 | -1.17 | -1.34 | 0.41 | -0.86 |
2021 | -4.16 | 0.79 | -0.49 | -2.08 |
2020 | -4.71 | 7.71 | 2.61 | 1.30 |
2019 | -1.54 | 4.11 | -1.04 | -2.25 |
|
Advertisement |