Rathbone Income 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 | 8.23 | -8.54 | 18.45 | -10.61 | 20.56 | 0.08 | 7.55 | 4.09 |
+/- Category | -2.50 | 2.02 | -0.49 | 1.95 | 2.75 | 3.52 | 0.80 | -2.47 |
+/- Category Index | - | - | - | - | - | - | -0.07 | -3.20 |
% Rank in Category | 73 | 27 | 66 | 41 | 26 | 38 | 52 | 86 |
Trailing Returns (GBP) | 26/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.68 | -0.01 | 0.31 |
1 Week | 1.41 | 0.67 | -0.24 |
1 Month | 2.39 | 0.24 | 0.86 |
3 Months | 4.75 | -0.31 | 1.31 |
6 Months | 9.05 | -2.04 | -2.13 |
YTD | 6.89 | -2.36 | -2.74 |
1 Year | 12.45 | -1.20 | -0.13 |
3 Years Annualised | 6.88 | 0.89 | -1.29 |
5 Years Annualised | 5.35 | 0.36 | 0.17 |
10 Years Annualised | 5.91 | 0.66 | 0.08 |
Category: UK Equity Income | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 0.43 | 3.64 | - | - |
2023 | 1.87 | -0.95 | 1.55 | 4.96 |
2022 | -0.62 | -6.90 | -2.79 | 11.28 |
2021 | 7.37 | 5.14 | 1.40 | 5.32 |
2020 | -26.21 | 10.79 | -3.27 | 13.05 |
2019 | 8.82 | 2.49 | 1.82 | 4.31 |
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