Rathbone Income Fund S GBP AccumulationRegister 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 | 8.51 | -8.29 | 18.76 | -10.37 | 20.88 | 0.34 | 7.83 | 4.22 |
+/- Category | -2.22 | 2.26 | -0.19 | 2.18 | 3.07 | 3.78 | 1.08 | -2.34 |
+/- Category Index | - | - | - | - | - | - | 0.21 | -3.07 |
% Rank in Category | 69 | 24 | 63 | 39 | 25 | 37 | 47 | 84 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.08 | 0.00 | 0.70 |
1 Week | 0.32 | -0.42 | 0.22 |
1 Month | 2.89 | -0.50 | 1.82 |
3 Months | 5.48 | -0.51 | 1.21 |
6 Months | 6.99 | -4.01 | -3.05 |
YTD | 5.86 | -3.06 | -2.28 |
1 Year | 13.89 | -2.55 | -1.07 |
3 Years Annualised | 6.85 | 0.84 | -1.00 |
5 Years Annualised | 5.41 | 0.43 | 0.44 |
10 Years Annualised | 6.16 | 0.86 | 0.34 |
Category: UK Equity Income | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 0.50 | 3.71 | - | - |
2023 | 1.93 | -0.88 | 1.62 | 5.03 |
2022 | -0.55 | -6.84 | -2.73 | 11.35 |
2021 | 7.44 | 5.21 | 1.47 | 5.39 |
2020 | -26.16 | 10.87 | -3.21 | 13.12 |
2019 | 8.88 | 2.55 | 1.89 | 4.38 |
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