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Growth Of 1000 (GBP) | 31/07/2024 |
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Annual Returns (GBP) | 31/07/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/07 | |
Price Return | 16.57 | -16.34 | 16.89 | 19.63 | 21.83 | -8.79 | 9.07 | 0.16 |
+/- Category | 9.65 | -1.11 | 3.71 | 7.85 | 4.28 | -18.39 | 12.60 | -1.32 |
+/- Category Index | 7.97 | -13.15 | 2.84 | 21.39 | -5.65 | -38.79 | 15.92 | -0.11 |
% Rank in Category | 13 | 68 | 19 | 23 | 45 | 82 | 8 | 70 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.22 | -0.18 | 0.43 |
1 Week | -2.25 | -3.08 | -3.29 |
1 Month | 0.56 | 7.69 | 3.50 |
3 Months | -5.83 | 5.68 | 2.40 |
6 Months | 1.38 | -2.66 | -2.60 |
YTD | -3.64 | -0.14 | -0.80 |
1 Year | 4.18 | 4.51 | 5.28 |
3 Years Annualised | 0.77 | -5.01 | -7.78 |
5 Years Annualised | 8.86 | 0.73 | 0.18 |
10 Years Annualised | 8.10 | 3.48 | 0.62 |
Category: Sector Equity Natural Resources | |||
Category Index: Morningstar Gbl Upstm Nat Res NR USD |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.62 | -7.11 | - | - |
2023 | -1.05 | 1.81 | 0.37 | 7.87 |
2022 | -4.01 | -7.37 | -0.84 | 3.46 |
2021 | 10.97 | 1.28 | 1.28 | 7.03 |
2020 | -24.64 | 23.16 | 13.37 | 13.69 |
2019 | 8.54 | 0.15 | 4.68 | 2.72 |
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