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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 | 7.52 | -7.61 | 24.06 | 1.13 | 25.71 | 8.98 | 5.73 | 8.53 |
+/- Category | 1.82 | -3.97 | 5.01 | 0.52 | -0.41 | 4.97 | 0.14 | -1.56 |
+/- Category Index | 1.33 | -5.07 | 1.78 | 1.95 | -1.09 | 4.93 | -1.36 | -3.77 |
% Rank in Category | 31 | 82 | 13 | 39 | 55 | 11 | 49 | 79 |
Trailing Returns (GBP) | 13/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.93 | 1.02 | 0.81 |
1 Week | 1.30 | 0.93 | -0.85 |
1 Month | 0.65 | 0.58 | -0.14 |
3 Months | -1.95 | 0.37 | -2.51 |
6 Months | 2.27 | -2.90 | -4.26 |
YTD | 5.09 | -1.59 | -5.37 |
1 Year | 9.99 | -1.07 | -4.81 |
3 Years Annualised | 8.74 | 1.22 | -1.21 |
5 Years Annualised | 9.38 | 0.64 | -1.26 |
10 Years Annualised | 11.94 | 1.13 | -0.51 |
Category: US Large-Cap Value Equity | |||
Category Index: Morningstar US LM Brd Value NR USD |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 9.66 | -3.91 | - | - |
2023 | -3.18 | 1.76 | 3.25 | 3.94 |
2022 | 2.49 | -2.86 | 3.52 | 5.74 |
2021 | 10.32 | 6.02 | 0.43 | 7.02 |
2020 | -23.99 | 16.64 | 0.31 | 13.72 |
2019 | 10.14 | 7.80 | 2.95 | 1.49 |
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