Vulcan Value Equity USDRegister 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 | 6.14 | -2.53 | 38.26 | 7.87 | 22.17 | -31.44 | 33.33 | 9.33 |
+/- Category | -3.60 | -1.10 | 14.85 | -6.22 | -4.10 | -22.00 | 16.10 | -4.81 |
+/- Category Index | -4.39 | -3.37 | 12.47 | -8.88 | -4.93 | -21.65 | 14.20 | -6.38 |
% Rank in Category | 85 | 70 | 1 | 83 | 85 | 100 | 1 | 86 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.93 | 0.46 | 0.56 |
1 Week | 2.27 | 2.12 | 2.34 |
1 Month | 3.12 | 1.89 | 1.85 |
3 Months | 1.95 | -2.62 | -4.72 |
6 Months | 12.02 | -2.15 | -3.75 |
YTD | 10.81 | -3.61 | -5.42 |
1 Year | 25.83 | 0.59 | -1.83 |
3 Years Annualised | 1.33 | -9.22 | -10.30 |
5 Years Annualised | 7.76 | -4.57 | -5.74 |
10 Years Annualised | 10.89 | -3.28 | -4.55 |
Category: US Large-Cap Blend Equity | |||
Category Index: Morningstar US Large-Mid NR USD |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 12.96 | -3.21 | - | - |
2023 | 10.77 | 6.89 | -0.50 | 13.18 |
2022 | -11.40 | -23.27 | 0.45 | 0.41 |
2021 | 5.93 | 12.14 | 2.31 | 0.52 |
2020 | -23.40 | 24.54 | 2.02 | 10.84 |
2019 | 12.76 | 6.94 | 5.94 | 8.22 |
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