Vulcan Value Equity GBPRegister 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 | 6.19 | -2.65 | 38.39 | 7.82 | 22.30 | -31.82 | 34.01 | 9.32 |
+/- Category | -3.54 | -1.22 | 14.97 | -6.28 | -3.97 | -22.39 | 16.78 | -4.82 |
+/- Category Index | -4.33 | -3.48 | 12.59 | -8.94 | -4.80 | -22.03 | 14.88 | -6.39 |
% Rank in Category | 84 | 71 | 1 | 84 | 84 | 100 | 1 | 86 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.01 | 0.55 | 0.65 |
1 Week | 2.22 | 2.07 | 2.29 |
1 Month | 3.43 | 2.20 | 2.16 |
3 Months | 2.05 | -2.51 | -4.62 |
6 Months | 12.26 | -1.90 | -3.51 |
YTD | 10.93 | -3.50 | -5.30 |
1 Year | 25.74 | 0.49 | -1.93 |
3 Years Annualised | 1.27 | -9.28 | -10.36 |
5 Years Annualised | 7.80 | -4.54 | -5.70 |
10 Years Annualised | 10.91 | -3.26 | -4.53 |
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 | 13.05 | -3.29 | - | - |
2023 | 11.58 | 6.75 | -0.57 | 13.15 |
2022 | -11.26 | -23.62 | 0.66 | -0.07 |
2021 | 6.06 | 11.90 | 2.52 | 0.52 |
2020 | -23.54 | 24.41 | 2.50 | 10.58 |
2019 | 12.90 | 7.12 | 5.95 | 7.99 |
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