Vulcan Value Equity II AccRegister 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 | 6.15 | -2.52 | 39.02 | 8.24 | 22.14 | -31.39 | 34.15 | 14.98 |
+/- Category | -3.59 | -1.10 | 15.61 | -5.86 | -4.12 | -21.96 | 16.92 | 1.54 |
+/- Category Index | -4.38 | -3.36 | 13.23 | -8.52 | -4.95 | -21.60 | 15.02 | -0.26 |
% Rank in Category | 85 | 70 | 1 | 83 | 85 | 100 | 1 | 39 |
Trailing Returns (GBP) | 13/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.40 | 0.94 | 1.27 |
1 Week | 1.88 | -0.13 | -2.01 |
1 Month | -0.47 | 1.86 | 1.32 |
3 Months | -0.69 | -0.95 | -2.47 |
6 Months | 3.66 | -2.00 | -2.92 |
YTD | 9.39 | -1.88 | -4.35 |
1 Year | 21.14 | 1.65 | 0.08 |
3 Years Annualised | 0.84 | -7.89 | -8.98 |
5 Years Annualised | 7.19 | -4.67 | -6.32 |
10 Years Annualised | - | - | - |
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 | 13.08 | -3.18 | - | - |
2023 | 11.37 | 6.74 | -0.28 | 13.16 |
2022 | -10.74 | -23.85 | 0.71 | 0.21 |
2021 | 6.06 | 11.98 | 2.41 | 0.42 |
2020 | -23.80 | 25.22 | 2.13 | 11.06 |
2019 | 13.20 | 7.06 | 5.88 | 8.34 |
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