Artemis Monthly Distribution Fund R IncRegister 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 | 8.26 | -8.36 | 12.33 | 0.12 | 13.31 | -6.22 | 6.36 | 9.88 |
+/- Category | 0.81 | -2.88 | -0.09 | -3.97 | 5.24 | 4.24 | -1.17 | 5.85 |
+/- Category Index | - | - | - | -5.17 | 5.31 | 3.04 | -2.91 | 4.93 |
% Rank in Category | 35 | 92 | 50 | 81 | 4 | 13 | 67 | 1 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.18 | 0.03 | 0.26 |
1 Week | 0.28 | -0.24 | 0.00 |
1 Month | 2.95 | 1.53 | 2.07 |
3 Months | 3.32 | 0.45 | -0.11 |
6 Months | 11.04 | 5.30 | 4.58 |
YTD | 11.16 | 6.31 | 5.40 |
1 Year | 20.01 | 9.58 | 7.83 |
3 Years Annualised | 5.45 | 4.32 | 2.77 |
5 Years Annualised | 4.99 | 2.02 | 1.08 |
10 Years Annualised | 5.97 | 1.91 | 0.41 |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 8.16 | 1.58 | - | - |
2023 | -1.01 | -0.54 | 2.35 | 5.54 |
2022 | -1.35 | -6.47 | -2.32 | 4.06 |
2021 | 3.98 | 3.09 | 1.52 | 4.12 |
2020 | -16.36 | 9.99 | 1.72 | 6.98 |
2019 | 5.59 | 3.61 | 1.75 | 0.91 |
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