WAY Global Balanced Portfolio Fund S Inc GBPRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/08/2024 |
|
Annual Returns (GBP) | 31/08/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/08 | |
Price Return | 6.90 | -6.40 | 10.61 | 8.25 | 8.00 | -10.45 | 5.50 | 5.44 |
+/- Category | -0.55 | -0.92 | -1.80 | 4.17 | -0.07 | 0.01 | -2.03 | -0.44 |
+/- Category Index | - | - | - | 2.96 | 0.00 | -1.19 | -3.76 | -1.54 |
% Rank in Category | 57 | 70 | 76 | 16 | 51 | 56 | 78 | 59 |
Trailing Returns (GBP) | 27/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.18 | 0.01 | -0.10 |
1 Week | 0.22 | 0.06 | 0.38 |
1 Month | 0.13 | -0.68 | -0.42 |
3 Months | 0.80 | -1.54 | -1.14 |
6 Months | 2.29 | -1.61 | -1.65 |
YTD | 5.67 | -0.76 | -1.59 |
1 Year | 10.52 | -1.60 | -2.65 |
3 Years Annualised | 0.04 | -1.26 | -2.74 |
5 Years Annualised | 3.53 | 0.30 | -0.44 |
10 Years Annualised | 4.23 | 0.12 | -1.29 |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/08/2024 | |||
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 |
|
Advertisement |