Vulcan Value Equity GBP IncRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/08/2024 |
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Annual Returns (GBP) | 31/08/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/08 | |
Price Return | 6.13 | -2.65 | 38.39 | 7.81 | 22.30 | -32.25 | 34.01 | 12.17 |
+/- Category | -3.61 | -1.22 | 14.97 | -6.29 | -3.97 | -22.82 | 16.78 | -1.25 |
+/- Category Index | -4.40 | -3.48 | 12.59 | -8.95 | -4.80 | -22.46 | 14.88 | -3.16 |
% Rank in Category | 85 | 71 | 1 | 84 | 84 | 100 | 1 | 72 |
Trailing Returns (GBP) | 16/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.61 | -0.61 | -0.44 |
1 Week | 1.62 | -0.85 | -0.52 |
1 Month | -0.14 | 0.41 | 0.66 |
3 Months | 3.52 | 3.39 | 3.67 |
6 Months | 2.34 | -2.64 | -4.18 |
YTD | 11.02 | -2.10 | -3.58 |
1 Year | 22.08 | 4.03 | 1.90 |
3 Years Annualised | -0.18 | -9.24 | -9.95 |
5 Years Annualised | 7.16 | -4.84 | -5.95 |
10 Years Annualised | 10.11 | -3.19 | -4.35 |
Category: US Large-Cap Blend Equity | |||
Category Index: Morningstar US Large-Mid NR USD |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 13.05 | -3.29 | - | - |
2023 | 11.58 | 6.75 | -0.57 | 13.15 |
2022 | -11.82 | -23.62 | 0.66 | -0.07 |
2021 | 6.06 | 11.90 | 2.52 | 0.52 |
2020 | -23.55 | 24.41 | 2.50 | 10.58 |
2019 | 12.90 | 7.12 | 5.95 | 7.99 |
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