Royal London US Equity Tilt Fund Z AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/06 | |
Price Return | 10.61 | -0.87 | 27.22 | 16.14 | 28.60 | -9.95 | 20.27 | 15.80 |
+/- Category | 0.87 | 0.56 | 3.80 | 2.05 | 2.33 | -0.52 | 3.04 | 1.67 |
+/- Category Index | 0.08 | -1.70 | 1.42 | -0.61 | 1.50 | -0.17 | 1.14 | 0.09 |
% Rank in Category | 38 | 53 | 12 | 36 | 36 | 58 | 22 | 36 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.77 | 0.30 | 0.40 |
1 Week | -0.04 | -0.19 | 0.03 |
1 Month | 2.28 | 1.05 | 1.01 |
3 Months | 5.68 | 1.11 | -0.99 |
6 Months | 15.80 | 1.64 | 0.03 |
YTD | 15.74 | 1.32 | -0.49 |
1 Year | 27.44 | 2.19 | -0.23 |
3 Years Annualised | 12.05 | 1.50 | 0.41 |
5 Years Annualised | 13.85 | 1.51 | 0.35 |
10 Years Annualised | 15.60 | 1.43 | 0.16 |
Category: US Large-Cap Blend Equity | |||
Category Index: Morningstar US Large-Mid NR USD |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 10.62 | 4.69 | - | - |
2023 | 3.45 | 6.67 | 1.44 | 7.45 |
2022 | -0.99 | -11.78 | 6.90 | -3.57 |
2021 | 4.77 | 8.33 | 4.97 | 7.94 |
2020 | -12.59 | 18.30 | 5.15 | 6.81 |
2019 | 10.92 | 7.68 | 4.63 | 1.80 |
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