LO Funds - All Roads Syst. Hdg (USD) MARegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
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Annual Returns (GBP) | 31/07/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/07 | |
Price Return | 3.04 | 2.88 | 9.83 | 1.19 | 6.05 | 4.74 | 3.13 | 6.00 |
+/- Category | 1.46 | 4.63 | 0.41 | -2.77 | -2.81 | 7.16 | -1.19 | 0.82 |
+/- Category Index | - | - | - | - | -2.47 | 7.29 | -4.26 | -0.30 |
% Rank in Category | 37 | 16 | 48 | 65 | 69 | 19 | 55 | 38 |
Trailing Returns (GBP) | 20/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.27 | -0.18 | -0.27 |
1 Week | -0.91 | -0.74 | -0.91 |
1 Month | -1.30 | -1.09 | -2.27 |
3 Months | -2.74 | -1.67 | -3.72 |
6 Months | 1.64 | -0.70 | -2.41 |
YTD | 3.71 | -0.01 | -2.25 |
1 Year | 8.55 | -1.04 | -4.83 |
3 Years Annualised | 3.85 | 1.43 | -0.41 |
5 Years Annualised | 2.35 | -0.33 | -2.09 |
10 Years Annualised | 6.94 | 1.05 | -0.84 |
Category: USD Flexible Allocation | |||
Category Index: Morningstar EAA USD Mod Tgt Alloc NR USD |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 6.29 | 0.42 | - | - |
2023 | 0.44 | -1.69 | 4.64 | -0.18 |
2022 | 0.23 | 4.80 | 6.47 | -6.35 |
2021 | -2.03 | 5.09 | 2.64 | 0.36 |
2020 | 3.63 | 2.56 | -3.20 | -1.64 |
2019 | 4.36 | 5.47 | 5.89 | -5.77 |
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