Trojan Fund X IncomeRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/06 | ||
Price Return | -2.78 | 10.85 | 7.60 | 12.31 | -3.67 | 2.89 | 3.86 | |
+/- Category | 4.44 | -1.38 | 2.99 | 3.58 | 6.27 | -3.13 | -0.31 | |
+/- Category Index | - | - | 2.31 | 4.31 | 5.59 | -6.38 | -1.09 | |
% Rank in Category | 8 | 63 | 26 | 20 | 17 | 76 | 59 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.18 | 0.06 | 0.26 |
1 Week | -0.12 | -0.70 | -0.41 |
1 Month | -0.04 | -1.77 | -0.92 |
3 Months | 1.20 | -1.39 | -2.24 |
6 Months | 3.90 | -2.25 | -2.56 |
YTD | 3.69 | -1.59 | -2.07 |
1 Year | 6.48 | -4.57 | -5.70 |
3 Years Annualised | 2.21 | 1.13 | -0.47 |
5 Years Annualised | 4.62 | 1.47 | 0.71 |
10 Years Annualised | - | - | - |
Category: GBP Flexible Allocation | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.33 | 1.50 | - | - |
2023 | 1.72 | -1.06 | -0.34 | 2.58 |
2022 | 0.51 | -4.44 | 0.16 | 0.14 |
2021 | -0.03 | 6.17 | 2.65 | 3.09 |
2020 | -1.70 | 7.09 | 1.89 | 0.32 |
2019 | 3.88 | 4.32 | 2.04 | 0.24 |
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