CFP SDL Free Spirit General IncomeRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/09/2024 |
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Annual Returns (GBP) | 30/09/2024 | |||||||
2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/09 | ||
Price Return | -5.44 | 31.29 | 13.65 | 14.35 | -17.61 | 1.35 | 6.40 | |
+/- Category | 6.54 | 6.04 | 6.36 | -8.50 | 6.41 | 1.58 | -1.25 | |
+/- Category Index | - | - | - | - | - | -5.56 | -2.87 | |
% Rank in Category | 13 | 30 | 21 | 90 | 24 | 36 | 66 |
Trailing Returns (GBP) | 17/10/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.35 | -0.28 | -0.16 |
1 Week | 1.15 | -0.23 | -1.58 |
1 Month | -1.27 | -0.41 | -1.53 |
3 Months | -1.09 | 2.28 | -2.96 |
6 Months | 6.66 | 0.11 | -5.69 |
YTD | 6.05 | -2.13 | -3.62 |
1 Year | 21.05 | 0.64 | -2.31 |
3 Years Annualised | -3.38 | 2.93 | -0.93 |
5 Years Annualised | 5.66 | 1.57 | 3.91 |
10 Years Annualised | - | - | - |
Category: UK Small-Cap Equity | |||
Category Index: Morningstar UK Small Cap TME NR GBP |
Quarterly Returns (GBP) | 30/09/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 0.71 | 5.82 | -0.16 | - |
2023 | -2.55 | 1.22 | -2.34 | 5.21 |
2022 | -14.65 | -11.69 | -4.05 | 13.91 |
2021 | 3.94 | 8.39 | 0.13 | 1.38 |
2020 | -19.56 | 15.82 | 10.13 | 10.77 |
2019 | 7.86 | 8.43 | -2.44 | 15.07 |
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