Vulcan Value Equity USD AccRegister 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 | 5.61 | -3.01 | 37.57 | 7.34 | 21.56 | -31.78 | 32.66 | 9.06 |
+/- Category | -4.13 | -1.58 | 14.16 | -6.76 | -4.71 | -22.35 | 15.44 | -5.08 |
+/- Category Index | -4.92 | -3.85 | 11.78 | -9.42 | -5.54 | -21.99 | 13.54 | -6.65 |
% Rank in Category | 88 | 73 | 1 | 85 | 87 | 100 | 1 | 87 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.92 | 0.46 | 0.56 |
1 Week | 2.26 | 2.11 | 2.33 |
1 Month | 3.08 | 1.85 | 1.80 |
3 Months | 1.82 | -2.74 | -4.84 |
6 Months | 11.73 | -2.43 | -4.04 |
YTD | 10.51 | -3.91 | -5.72 |
1 Year | 25.20 | -0.04 | -2.46 |
3 Years Annualised | 0.83 | -9.72 | -10.81 |
5 Years Annualised | 7.23 | -5.11 | -6.27 |
10 Years Annualised | 10.34 | -3.83 | -5.10 |
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 | 12.82 | -3.33 | - | - |
2023 | 10.63 | 6.75 | -0.62 | 13.04 |
2022 | -11.51 | -23.37 | 0.32 | 0.28 |
2021 | 5.80 | 12.00 | 2.18 | 0.40 |
2020 | -23.49 | 24.39 | 1.89 | 10.70 |
2019 | 12.63 | 6.81 | 5.81 | 8.08 |
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