Rathbone Ethical Bond Fund Institutional IncRegister to Unlock Ratings |
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 | 10.55 | -3.08 | 12.41 | 8.93 | -0.41 | -17.21 | 10.06 | 2.77 |
+/- Category | 5.71 | -0.76 | 2.79 | 0.22 | 2.26 | 1.51 | 0.38 | 1.01 |
+/- Category Index | 6.83 | -1.03 | 1.25 | -0.52 | 3.44 | 3.43 | 0.33 | 1.54 |
% Rank in Category | 1 | 80 | 13 | 33 | 9 | 31 | 37 | 16 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.35 | 0.11 | -0.03 |
1 Week | 0.65 | 0.54 | 0.26 |
1 Month | 1.59 | 0.34 | 0.17 |
3 Months | 1.54 | -0.67 | -1.04 |
6 Months | 3.93 | -0.12 | -0.63 |
YTD | 3.52 | 1.25 | 1.81 |
1 Year | 11.46 | -0.09 | -0.32 |
3 Years Annualised | -2.47 | 1.15 | 2.29 |
5 Years Annualised | 0.94 | 1.55 | 2.33 |
10 Years Annualised | 3.36 | 0.88 | 1.00 |
Category: GBP Corporate Bond | |||
Category Index: Morningstar UK Corp Bd GR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.14 | 0.19 | - | - |
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 | -0.51 |
2020 | -5.64 | 7.13 | 2.99 | 4.64 |
2019 | 5.01 | 2.65 | 2.74 | 1.51 |
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