WAY Global Balanced Portfolio Fund S Inc GBPRegister 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 | 6.90 | -6.40 | 10.61 | 8.25 | 8.00 | -10.45 | 5.50 | 4.87 |
+/- Category | -0.55 | -0.92 | -1.80 | 4.17 | -0.07 | 0.01 | -2.03 | -0.19 |
+/- Category Index | - | - | - | 2.96 | 0.00 | -1.19 | -3.76 | -1.49 |
% Rank in Category | 57 | 70 | 76 | 16 | 51 | 56 | 78 | 53 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.13 | -0.01 | -0.47 |
1 Week | 1.27 | 0.15 | -0.12 |
1 Month | -1.23 | -0.73 | -1.26 |
3 Months | 0.03 | -0.48 | -1.42 |
6 Months | 3.95 | -0.55 | -2.25 |
YTD | 4.25 | 0.09 | -1.62 |
1 Year | 8.90 | -0.30 | -2.78 |
3 Years Annualised | -0.22 | -0.70 | -2.36 |
5 Years Annualised | 3.20 | 0.27 | -0.67 |
10 Years Annualised | 4.18 | 0.16 | -1.31 |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.41 | 1.27 | - | - |
2023 | 1.62 | -0.44 | -0.81 | 5.13 |
2022 | -4.67 | -5.75 | -1.61 | 1.30 |
2021 | 1.82 | 4.05 | 0.88 | 1.05 |
2020 | -12.93 | 12.82 | 2.87 | 7.12 |
2019 | 3.41 | 3.66 | 1.45 | 1.71 |
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