McInroy & Wood Balanced Fund 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 | 6.51 | -2.00 | 11.51 | 12.08 | 11.10 | -4.20 | 5.21 | 2.38 |
+/- Category | -3.49 | 4.37 | -4.16 | 6.83 | -0.05 | 5.88 | -3.15 | -3.59 |
+/- Category Index | - | - | - | 7.56 | -1.17 | 3.06 | -5.46 | -4.66 |
% Rank in Category | 93 | 6 | 93 | 9 | 52 | 7 | 88 | 94 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.37 | 0.19 | 0.49 |
1 Week | 0.62 | 0.20 | 0.36 |
1 Month | 0.30 | -1.22 | -0.80 |
3 Months | 0.33 | -2.72 | -3.58 |
6 Months | 3.73 | -3.94 | -4.87 |
YTD | 2.44 | -4.22 | -5.39 |
1 Year | 7.33 | -5.54 | -7.73 |
3 Years Annualised | 2.76 | 0.09 | -2.28 |
5 Years Annualised | 4.76 | 0.20 | -0.98 |
10 Years Annualised | 6.97 | 1.18 | -0.14 |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.80 | -0.40 | - | - |
2023 | 3.34 | -1.86 | -1.22 | 5.02 |
2022 | -1.94 | -5.31 | 2.76 | 0.40 |
2021 | -1.85 | 6.53 | 3.55 | 2.61 |
2020 | -8.55 | 14.44 | 2.95 | 4.03 |
2019 | 5.77 | 6.67 | 0.12 | -1.29 |
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