Artemis Monthly Distribution Fund I IncRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/08/2024 |
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Annual Returns (GBP) | 31/08/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/08 | |
Price Return | 8.97 | -7.77 | 13.04 | 0.78 | 14.05 | -5.61 | 7.00 | 12.39 |
+/- Category | 1.52 | -2.28 | 0.63 | -3.30 | 5.99 | 4.85 | -0.53 | 6.51 |
+/- Category Index | - | - | - | -4.51 | 6.06 | 3.65 | -2.26 | 5.41 |
% Rank in Category | 25 | 88 | 39 | 77 | 3 | 10 | 58 | 1 |
Trailing Returns (GBP) | 16/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.08 | -0.23 | -0.12 |
1 Week | 1.66 | 0.57 | 0.73 |
1 Month | 0.90 | 0.16 | 0.45 |
3 Months | 4.00 | 1.44 | 1.75 |
6 Months | 6.75 | 2.19 | 1.33 |
YTD | 12.60 | 6.54 | 5.40 |
1 Year | 17.32 | 6.78 | 5.58 |
3 Years Annualised | 5.79 | 4.69 | 3.13 |
5 Years Annualised | 5.79 | 2.66 | 1.73 |
10 Years Annualised | 6.63 | 2.64 | 1.20 |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 8.33 | 1.73 | - | - |
2023 | -0.86 | -0.39 | 2.52 | 5.69 |
2022 | -1.20 | -6.33 | -2.15 | 4.23 |
2021 | 4.15 | 3.26 | 1.69 | 4.29 |
2020 | -16.20 | 10.17 | 1.88 | 7.15 |
2019 | 5.75 | 3.78 | 1.91 | 1.07 |
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