WAY Global Balanced Portfolio Fund E AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/05/2024 |
|
Annual Returns (GBP) | 31/05/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/05 | |
Price Return | 7.16 | -6.17 | 10.90 | 8.52 | 8.27 | -10.22 | 5.76 | 3.57 |
+/- Category | -0.29 | -0.69 | -1.52 | 4.44 | 0.21 | 0.23 | -1.77 | 0.75 |
+/- Category Index | - | - | - | 3.23 | 0.28 | -0.97 | -3.50 | -0.26 |
% Rank in Category | 53 | 68 | 73 | 14 | 48 | 53 | 75 | 28 |
Trailing Returns (GBP) | 26/06/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.17 | -0.18 | -0.25 |
1 Week | 0.17 | -0.30 | 0.04 |
1 Month | 0.36 | -0.26 | -0.79 |
3 Months | 1.61 | 0.12 | -0.54 |
6 Months | 5.36 | 0.90 | -0.20 |
YTD | 4.93 | 0.99 | -0.38 |
1 Year | 9.62 | -0.32 | -2.44 |
3 Years Annualised | 0.66 | -0.36 | -1.99 |
5 Years Annualised | 3.84 | 0.87 | -0.30 |
10 Years Annualised | 4.38 | 0.48 | -1.10 |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/05/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.47 | - | - | - |
2023 | 1.69 | -0.37 | -0.75 | 5.19 |
2022 | -4.61 | -5.68 | -1.55 | 1.36 |
2021 | 1.89 | 4.11 | 0.95 | 1.11 |
2020 | -12.88 | 12.89 | 2.93 | 7.19 |
2019 | 3.47 | 3.73 | 1.51 | 1.78 |
|
Advertisement |