Thesis Lavaud AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/09/2024 |
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Annual Returns (GBP) | 30/09/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/09 | |
Price Return | 11.11 | -4.88 | 21.52 | 11.34 | 21.72 | -12.07 | 16.28 | 12.12 |
+/- Category | 5.45 | -1.58 | 7.54 | 5.44 | 8.94 | -8.13 | 10.29 | 5.98 |
+/- Category Index | - | - | - | - | 7.16 | -7.13 | 4.49 | 2.87 |
% Rank in Category | 12 | 73 | 5 | 17 | 5 | 92 | 3 | 3 |
Trailing Returns (GBP) | 11/10/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.31 | -0.69 | -0.42 |
1 Week | 1.15 | 0.56 | 0.43 |
1 Month | 3.57 | 0.25 | -0.01 |
3 Months | 0.07 | -1.06 | -1.40 |
6 Months | 4.57 | 2.22 | -0.06 |
YTD | 14.74 | 5.77 | 3.37 |
1 Year | 22.47 | 8.91 | 5.47 |
3 Years Annualised | 7.86 | 2.85 | 0.51 |
5 Years Annualised | 10.79 | 5.23 | 2.38 |
10 Years Annualised | 10.95 | 3.39 | 0.71 |
Category: USD Aggressive Allocation | |||
Category Index: Morningstar EAA USD Agg Tgt Alloc NR USD |
Quarterly Returns (GBP) | 30/09/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 10.63 | 3.70 | -2.27 | - |
2023 | 3.34 | 4.11 | 0.86 | 7.16 |
2022 | -5.68 | -10.24 | 1.32 | 2.51 |
2021 | 2.49 | 8.53 | 3.15 | 6.09 |
2020 | -13.91 | 16.95 | 3.37 | 6.98 |
2019 | 9.26 | 5.89 | 3.44 | 1.55 |
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