AXA World Funds - Optimal Income F Distribution gr EUR pfRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
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Annual Returns (GBP) | 30/04/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/04 | |
Price Return | 11.32 | -6.75 | 5.95 | 8.48 | 2.29 | -6.75 | 5.17 | 1.99 |
+/- Category | 0.18 | 1.98 | -0.13 | 2.62 | -1.72 | -0.47 | -0.97 | 0.45 |
+/- Category Index | 1.45 | -3.16 | -3.41 | 0.38 | -2.13 | 0.66 | -3.34 | 0.70 |
% Rank in Category | 41 | 39 | 47 | 31 | 58 | 56 | 58 | 45 |
Trailing Returns (GBP) | 03/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.79 | 0.47 | 0.19 |
1 Week | -0.64 | -1.12 | -0.99 |
1 Month | -1.63 | -0.87 | -1.57 |
3 Months | 3.65 | 1.26 | 0.45 |
6 Months | 9.90 | 2.43 | 1.51 |
YTD | 2.56 | 0.87 | 0.28 |
1 Year | 5.34 | 0.42 | -0.86 |
3 Years Annualised | 0.65 | 0.15 | -1.29 |
5 Years Annualised | 2.74 | -0.23 | -1.28 |
10 Years Annualised | 3.49 | -0.02 | -1.34 |
Category: EUR Flexible Allocation | |||
Category Index: Morningstar EU Mod Tgt Alloc NR EUR |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.39 | - | - | - |
2023 | 0.95 | -0.92 | -1.93 | 7.22 |
2022 | -4.27 | -6.42 | 1.45 | 2.59 |
2021 | -2.41 | 4.39 | 0.23 | 0.18 |
2020 | -11.74 | 11.41 | 4.40 | 5.67 |
2019 | 2.71 | 5.11 | -0.26 | -1.62 |
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