AXA World Funds - Optimal Income A Distribution gr 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 | 10.86 | -7.32 | 5.45 | 7.91 | 1.79 | -7.31 | 4.54 | 2.13 |
+/- Category | -0.28 | 1.40 | -0.63 | 2.05 | -2.21 | -1.02 | -1.59 | 0.44 |
+/- Category Index | 1.00 | -3.73 | -3.91 | -0.19 | -2.63 | 0.10 | -3.97 | -1.50 |
% Rank in Category | 45 | 43 | 52 | 35 | 61 | 59 | 64 | 45 |
Trailing Returns (GBP) | 13/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.35 | 0.33 | -0.29 |
1 Week | 0.34 | -0.20 | -0.89 |
1 Month | -1.00 | -0.20 | -2.16 |
3 Months | -3.17 | -1.38 | -3.66 |
6 Months | 3.87 | 1.63 | -1.39 |
YTD | 2.01 | 0.33 | -2.48 |
1 Year | 7.18 | 1.41 | -2.92 |
3 Years Annualised | -0.56 | -0.20 | -2.14 |
5 Years Annualised | 0.74 | -0.50 | -2.15 |
10 Years Annualised | 3.23 | -0.40 | -1.96 |
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 | 4.37 | -1.76 | - | - |
2023 | 0.80 | -1.07 | -2.08 | 7.07 |
2022 | -4.40 | -6.56 | 1.30 | 2.43 |
2021 | -2.52 | 4.26 | 0.11 | 0.05 |
2020 | -11.86 | 11.24 | 4.24 | 5.59 |
2019 | 2.57 | 4.94 | -0.30 | -1.74 |
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