LSE - Delayed Quote GBp

AXA Sterling Index Lnkd Bd FundRGrossAcc (0P0000HKAI.L)

159.50
-2.60
(-1.60%)
At close: February 22 at 8:00:00 PM GMT

Performance Overview

Morningstar Return Rating --
YTD Return -9.32%
5y Average Return -8.14%
Number of Years Up 14
Number of Years Down 4
Best 1Y Total Return (Feb 22, 2024) 26.06%
Worst 1Y Total Return (Feb 22, 2024) --
Best 3Y Total Return 26.06%
Worst 3Y Total Return -14.55%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000HKAI.L
Category
YTD
-6.65%
0.00%
1-Month
-6.65%
0.00%
3-Month
4.12%
0.00%
1-Year
-11.39%
0.00%
3-Year
-15.61%
0.00%
5-Year
-7.22%
0.00%
10-Year
0.27%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000HKAI.L
Category
2023
-1.68%
--
2022
-38.73%
--
2021
3.58%
--
2020
12.62%
--
2019
6.06%
--
2018
-1.09%
--
2017
1.27%
--
2016
26.06%
--

2015
-1.16%
--
2014
20.37%
--
2013
0.13%
--
2012
0.19%
--
2011
22.06%
--
2010
7.91%
--
2009
5.13%
--
2008
2.17%
--
2007
7.68%
--
2006
0.98%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2023 4.36% -10.07% -4.94% 10.21%
2022 -7.81% -22.85% -12.81% -1.21%
2021 -7.34% 4.52% 1.68% 5.19%
2020 6.31% 7.78% -1.71% 0.00%
2019 6.69% 1.99% 8.53% -10.19%
2018 -0.63% -0.67% -1.49% 1.72%
2017 1.70% -2.71% -1.07% 3.47%
2016 5.51% 10.60% 14.99% -6.06%
2015 3.91% -4.53% 2.51% -2.81%
2014 3.06% 2.35% 5.01% 8.68%

2013 7.90% -5.38% -1.12% -0.82%
2012 -2.17% 0.39% -2.67% 4.81%
2011 -0.16% 3.83% 7.67% 9.36%
2010 1.60% 1.74% 3.58% 0.79%
2009 -2.21% 3.25% 2.54% 1.54%
2008 2.80% 1.14% -1.13% -0.62%
2007 -1.07% -2.45% 5.13% 6.14%
2006 -1.18% -1.46% 4.31% -0.58%

Rank in Category (By Total Return)

YTD 97
1-Month 97
3-Month 62
1-Year 96
3-Year 94
5-Year 96

Load Adjusted Returns

1-Year -11.39%
3-Year -15.61%
5-Year -7.22%
10-Year 0.27%

Performance & Risk

YTD Return -9.32%
5y Average Return -8.14%
Rank in Category (ytd) 97
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.10
Morningstar Risk Rating

Fund Overview

Category --
Fund Family AXA Investment Managers UK Ltd
Net Assets 7.1M
YTD Return -6.65%
Yield 0.00%
Morningstar Rating
Inception Date Aug 26, 2014

Fund Summary

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