AXA World Funds - Optimal Income A Capitalisation EUR pfRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
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Annual Returns (GBP) | 31/07/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/07 | |
Price Return | 11.01 | -7.33 | 5.47 | 8.13 | 1.55 | -7.31 | 4.54 | 2.13 |
+/- Category | -0.13 | 1.40 | -0.61 | 2.27 | -2.46 | -1.02 | -1.59 | 0.44 |
+/- Category Index | 1.15 | -3.74 | -3.89 | 0.03 | -2.87 | 0.10 | -3.97 | -1.50 |
% Rank in Category | 45 | 43 | 52 | 34 | 62 | 59 | 64 | 45 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.68 | 0.66 | 0.23 |
1 Week | 0.95 | 0.42 | 0.13 |
1 Month | -0.34 | 0.46 | -0.85 |
3 Months | -2.48 | -0.68 | -2.35 |
6 Months | 3.65 | 1.41 | -1.82 |
YTD | 2.71 | 1.03 | -1.11 |
1 Year | 8.14 | 2.37 | -1.13 |
3 Years Annualised | -0.34 | 0.02 | -1.69 |
5 Years Annualised | 1.14 | -0.10 | -1.42 |
10 Years Annualised | 3.27 | -0.36 | -1.87 |
Category: EUR Flexible Allocation | |||
Category Index: Morningstar EU Mod Tgt Alloc NR EUR |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.38 | -1.77 | - | - |
2023 | 0.80 | -1.06 | -2.08 | 7.06 |
2022 | -4.40 | -6.56 | 1.30 | 2.44 |
2021 | -2.76 | 4.26 | 0.11 | 0.06 |
2020 | -11.86 | 11.24 | 4.24 | 5.80 |
2019 | 2.57 | 4.95 | -0.28 | -1.74 |
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