CCLA COIF Charities Short Duration Bond AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/08/2024 |
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Annual Returns (GBP) | 31/08/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/08 | |
Price Return | 3.03 | -0.57 | 6.49 | 6.62 | -3.99 | -10.24 | 8.11 | 4.16 |
+/- Category | -0.05 | 0.93 | -1.05 | -0.35 | -0.69 | 7.41 | 1.87 | 2.54 |
+/- Category Index | 0.77 | -0.62 | -1.28 | -1.76 | 0.87 | 13.16 | 3.38 | 4.25 |
% Rank in Category | 52 | 24 | 70 | 60 | 70 | 20 | 18 | 6 |
Trailing Returns (GBP) | 16/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.08 | 0.03 | -0.09 |
1 Week | 0.18 | -0.52 | -0.67 |
1 Month | 0.72 | -0.44 | -0.94 |
3 Months | 2.41 | -0.78 | -1.06 |
6 Months | 3.73 | -0.51 | -0.95 |
YTD | 4.49 | 1.04 | 2.65 |
1 Year | 8.68 | -1.67 | -0.86 |
3 Years Annualised | -0.10 | 2.91 | 6.71 |
5 Years Annualised | 0.63 | 1.46 | 4.26 |
10 Years Annualised | 2.85 | 0.94 | 1.84 |
Category: GBP Diversified Bond | |||
Category Index: Morningstar UK Core Bd GR GBP |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.16 | 0.98 | - | - |
2023 | 1.97 | 0.43 | 1.50 | 4.00 |
2022 | -5.08 | -5.17 | -3.65 | 3.49 |
2021 | -4.60 | 1.35 | -1.17 | 0.46 |
2020 | 0.12 | 4.44 | 0.38 | 1.59 |
2019 | 2.88 | 1.54 | 3.69 | -1.69 |
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