AXA World Funds - Optimal Income F Capitalisation EUR pfRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/09/2024 |
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Annual Returns (GBP) | 30/09/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/09 | |
Price Return | 11.54 | -6.76 | 5.89 | 8.20 | 2.29 | -6.95 | 5.13 | 1.58 |
+/- Category | 0.40 | 1.97 | -0.18 | 2.34 | -1.71 | -0.66 | -1.00 | -0.23 |
+/- Category Index | 1.67 | -3.17 | -3.47 | 0.10 | -2.13 | 0.46 | -3.38 | -2.23 |
% Rank in Category | 38 | 40 | 47 | 33 | 58 | 57 | 58 | 55 |
Trailing Returns (GBP) | 17/10/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.01 | 0.25 | 0.10 |
1 Week | -0.12 | -0.23 | -0.41 |
1 Month | -1.08 | -1.66 | -1.04 |
3 Months | -0.31 | -0.71 | -1.89 |
6 Months | -0.10 | -2.23 | -3.75 |
YTD | 1.31 | -1.78 | -3.10 |
1 Year | 9.38 | 1.20 | -1.31 |
3 Years Annualised | -0.07 | -0.97 | -2.23 |
5 Years Annualised | 1.93 | -0.66 | -1.61 |
10 Years Annualised | 4.05 | -0.26 | -1.38 |
Category: EUR Flexible Allocation | |||
Category Index: Morningstar EU Mod Tgt Alloc NR EUR |
Quarterly Returns (GBP) | 30/09/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.63 | -1.17 | -0.82 | - |
2023 | 0.94 | -0.94 | -1.94 | 7.22 |
2022 | -4.61 | -6.08 | 1.24 | 2.59 |
2021 | -2.40 | 4.38 | 0.23 | 0.18 |
2020 | -11.73 | 11.41 | 4.39 | 5.40 |
2019 | 2.71 | 5.08 | -0.27 | -1.62 |
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