AXA World Funds - Defensive Optimal Income ZF Capitalisation EURRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/03/2024 |
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Annual Returns (GBP) | 31/03/2024 | |||||||
2021 | 2022 | 2023 | 31/03 | |||||
Price Return | -5.95 | -3.02 | 3.28 | 1.36 | ||||
+/- Category | -3.37 | 2.86 | -0.58 | - | ||||
+/- Category Index | -2.15 | 5.01 | -1.34 | - | ||||
% Rank in Category | 91 | 24 | 64 | 23 |
Trailing Returns (GBP) | 17/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.11 | -0.28 | -0.32 |
1 Week | -0.79 | -0.63 | -0.62 |
1 Month | -0.27 | -0.30 | -0.23 |
3 Months | 1.99 | 1.00 | 0.47 |
6 Months | 6.52 | 5.80 | 5.72 |
YTD | -0.09 | -1.62 | -1.23 |
1 Year | 3.70 | -2.99 | -3.01 |
3 Years Annualised | -1.32 | -0.66 | -0.10 |
5 Years Annualised | - | - | - |
10 Years Annualised | - | - | - |
Category: EUR Cautious Allocation - Global | |||
Category Index: Morningstar EU Cau Gbl Tgt Alloc NR EUR |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.36 | - | - | - |
2023 | -0.95 | -2.65 | 0.45 | 6.63 |
2022 | -1.19 | -1.36 | 0.39 | -0.88 |
2021 | -4.19 | 0.77 | -0.50 | -2.11 |
2020 | - | 7.68 | 2.59 | 1.28 |
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