Rathbone Ethical Bond Fund Institutional AccRegister 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 | 10.54 | -3.08 | 12.27 | 8.94 | -0.41 | -17.21 | 10.08 | 2.33 |
+/- Category | 5.69 | -0.77 | 2.65 | 0.22 | 2.26 | 1.50 | 0.40 | 2.12 |
+/- Category Index | 6.82 | -1.03 | 1.11 | -0.51 | 3.45 | 3.43 | 0.35 | 3.04 |
% Rank in Category | 1 | 80 | 13 | 33 | 9 | 31 | 36 | 4 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.21 | 0.00 | 0.10 |
1 Week | 0.37 | 0.10 | 0.12 |
1 Month | 0.88 | 0.13 | -0.02 |
3 Months | 2.26 | 0.00 | -0.35 |
6 Months | 4.08 | 1.43 | 1.84 |
YTD | 3.40 | 2.20 | 3.00 |
1 Year | 12.07 | 0.86 | 1.11 |
3 Years Annualised | -2.31 | 1.41 | 2.43 |
5 Years Annualised | 1.13 | 1.56 | 2.33 |
10 Years Annualised | 3.41 | 0.94 | 1.01 |
Category: GBP Corporate Bond | |||
Category Index: Morningstar UK Corp Bd GR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.14 | 0.18 | - | - |
2023 | 1.76 | -1.07 | 2.02 | 7.17 |
2022 | -6.26 | -8.43 | -9.57 | 6.66 |
2021 | -2.19 | 2.32 | 0.02 | -0.50 |
2020 | -5.65 | 7.14 | 2.99 | 4.64 |
2019 | 4.88 | 2.64 | 2.75 | 1.50 |
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