Carmignac Portfolio Sécurité FW EUR 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 | 4.38 | -1.65 | -1.88 | 8.32 | -5.78 | 1.22 | 2.02 | 0.52 |
+/- Category | 0.15 | -1.15 | 2.37 | 2.53 | 0.86 | 0.47 | 0.24 | 1.50 |
+/- Category Index | 0.52 | -2.64 | 3.36 | 2.51 | 0.95 | 0.73 | 0.66 | 2.02 |
% Rank in Category | 32 | 87 | 8 | 2 | 16 | 49 | 30 | 3 |
Trailing Returns (GBP) | 12/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.26 | -0.41 | -0.44 |
1 Week | -0.56 | -0.35 | -0.39 |
1 Month | 0.18 | 0.06 | 0.08 |
3 Months | -0.72 | -0.24 | -0.23 |
6 Months | 0.62 | 1.26 | 1.65 |
YTD | -0.13 | 1.31 | 1.81 |
1 Year | 4.91 | 2.25 | 2.82 |
3 Years Annualised | 0.38 | 0.57 | 1.03 |
5 Years Annualised | 0.14 | 1.27 | 1.67 |
10 Years Annualised | 1.67 | 0.83 | 0.96 |
Category: EUR Diversified Bond - Short Term | |||
Category Index: Morningstar EZN 1-3Y Core Bd GR EUR |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 0.35 | 0.16 | - | - |
2023 | -1.06 | -1.70 | 1.77 | 3.07 |
2022 | -3.34 | -1.71 | 2.86 | 3.57 |
2021 | -4.46 | 1.06 | 0.32 | -2.72 |
2020 | 0.25 | 5.93 | 1.40 | 0.59 |
2019 | -3.22 | 5.48 | 0.33 | -4.20 |
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