Trojan Ethical Income Fund O IncomeRegister 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 | 10.22 | -2.93 | 23.90 | -5.96 | 12.12 | -11.24 | 8.21 | 2.80 |
+/- Category | -1.42 | 6.89 | 4.55 | 3.14 | -5.84 | -9.17 | 0.00 | -4.22 |
+/- Category Index | - | - | - | - | - | - | 0.59 | -4.50 |
% Rank in Category | 54 | 8 | 21 | 11 | 97 | 90 | 39 | 95 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.42 | 0.53 | 1.20 |
1 Week | 1.12 | 0.67 | 1.02 |
1 Month | 1.27 | -0.66 | 0.20 |
3 Months | 4.91 | 0.21 | 0.64 |
6 Months | 3.61 | -6.24 | -6.43 |
YTD | 3.51 | -4.38 | -4.63 |
1 Year | 10.56 | -3.67 | -4.39 |
3 Years Annualised | 1.09 | -5.24 | -6.76 |
5 Years Annualised | 1.94 | -2.85 | -3.04 |
10 Years Annualised | - | - | - |
Category: UK Large-Cap Equity | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.57 | 1.21 | - | - |
2023 | 2.47 | -0.17 | 1.15 | 4.57 |
2022 | -5.16 | -8.65 | -2.88 | 5.49 |
2021 | 0.10 | 5.61 | 0.18 | 5.86 |
2020 | -15.77 | 8.31 | 1.44 | 1.61 |
2019 | 9.33 | 6.82 | 3.55 | 2.45 |
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