AXA Distribution Investment ICVC - AXA Ethical Distribution Fund Z AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
|
Annual Returns (GBP) | 30/04/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/04 | |
Price Return | 7.83 | -9.23 | 17.93 | 1.63 | 10.46 | -20.90 | 6.10 | -1.12 |
+/- Category | 0.38 | -3.75 | 5.51 | -2.45 | 2.39 | -10.44 | -1.43 | -3.00 |
+/- Category Index | - | - | - | -3.66 | 2.46 | -11.64 | -3.16 | -3.29 |
% Rank in Category | 42 | 96 | 4 | 69 | 20 | 99 | 71 | 98 |
Trailing Returns (GBP) | 03/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.62 | 0.25 | 0.16 |
1 Week | 1.08 | 0.58 | 0.55 |
1 Month | 0.11 | 0.62 | -0.01 |
3 Months | 0.85 | -1.23 | -2.11 |
6 Months | 7.97 | -0.12 | -1.07 |
YTD | -0.89 | -2.78 | -4.06 |
1 Year | 2.01 | -4.67 | -7.19 |
3 Years Annualised | -4.04 | -4.81 | -6.53 |
5 Years Annualised | -0.10 | -2.94 | -4.29 |
10 Years Annualised | 2.64 | -1.17 | -2.74 |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | -0.28 | - | - | - |
2023 | 2.67 | -2.48 | -1.42 | 7.50 |
2022 | -9.47 | -13.10 | -6.02 | 6.97 |
2021 | 0.10 | 5.43 | 3.33 | 1.28 |
2020 | -16.62 | 10.03 | 1.03 | 9.65 |
2019 | 6.45 | 4.84 | 1.39 | 4.22 |
|
Advertisement |