AXA World Funds - Defensive Optimal Income F Capitalisation EURRegister 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 | 9.96 | -2.35 | -1.03 | 6.48 | -6.05 | -3.12 | 3.17 | 1.25 |
+/- Category | 3.78 | 1.53 | -2.50 | -0.77 | -3.46 | 2.76 | -0.69 | 0.21 |
+/- Category Index | 3.89 | -2.08 | -3.33 | -3.12 | -2.24 | 4.91 | -1.45 | 0.10 |
% Rank in Category | 6 | 25 | 81 | 64 | 92 | 25 | 66 | 47 |
Trailing Returns (GBP) | 27/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.11 | -0.05 | -0.09 |
1 Week | -0.37 | -0.21 | -0.21 |
1 Month | 0.00 | -0.03 | 0.04 |
3 Months | -0.22 | -1.22 | -1.75 |
6 Months | -0.80 | -1.53 | -1.61 |
YTD | 0.81 | -0.72 | -0.33 |
1 Year | 7.83 | 1.14 | 1.12 |
3 Years Annualised | -0.34 | 0.31 | 0.87 |
5 Years Annualised | -0.38 | -0.44 | 0.09 |
10 Years Annualised | 2.16 | -0.12 | -0.61 |
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 | 1.33 | -0.41 | - | - |
2023 | -0.98 | -2.68 | 0.41 | 6.61 |
2022 | -1.21 | -1.39 | 0.36 | -0.90 |
2021 | -4.21 | 0.75 | -0.54 | -2.13 |
2020 | -4.75 | 7.65 | 2.55 | 1.26 |
2019 | -1.59 | 4.06 | -1.10 | -2.28 |
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