Vulcan Value Equity USD II IncRegister 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 | 6.44 | -2.28 | 38.61 | 8.13 | 22.47 | -31.72 | 33.66 | 15.07 |
+/- Category | -3.30 | -0.85 | 15.19 | -5.96 | -3.79 | -22.28 | 16.43 | 1.63 |
+/- Category Index | -4.09 | -3.11 | 12.82 | -8.62 | -4.62 | -21.93 | 14.53 | -0.18 |
% Rank in Category | 83 | 68 | 1 | 83 | 83 | 100 | 1 | 37 |
Trailing Returns (GBP) | 13/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.78 | 1.02 | 1.64 |
1 Week | 2.28 | 0.12 | -1.61 |
1 Month | -0.08 | 1.58 | 1.72 |
3 Months | -0.19 | -1.28 | -1.98 |
6 Months | 4.13 | -1.71 | -2.45 |
YTD | 9.86 | -2.15 | -3.88 |
1 Year | 21.85 | 2.14 | 0.79 |
3 Years Annualised | 0.72 | -8.13 | -9.09 |
5 Years Annualised | 7.15 | -4.93 | -6.36 |
10 Years Annualised | 10.79 | -3.03 | -4.18 |
Category: US Large-Cap Blend Equity | |||
Category Index: Morningstar US Large-Mid NR USD |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 13.03 | -3.15 | - | - |
2023 | 10.84 | 6.95 | -0.44 | 13.25 |
2022 | -11.93 | -23.22 | 0.51 | 0.47 |
2021 | 6.00 | 12.21 | 2.37 | 0.59 |
2020 | -23.36 | 24.62 | 2.08 | 10.91 |
2019 | 12.83 | 7.01 | 6.01 | 8.29 |
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