Trojan Income Fund X IncomeRegister 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 | 6.30 | -7.01 | 20.64 | -9.51 | 15.73 | -12.38 | 5.26 | 5.69 |
+/- Category | -4.44 | 3.54 | 1.69 | 3.04 | -2.08 | -8.94 | -1.50 | -5.38 |
+/- Category Index | - | - | - | - | - | - | -2.36 | -5.02 |
% Rank in Category | 85 | 16 | 45 | 32 | 67 | 89 | 78 | 97 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.00 | 1.04 | 0.67 |
1 Week | 2.49 | 0.28 | -0.25 |
1 Month | 1.70 | 2.37 | 1.68 |
3 Months | 0.55 | 0.69 | 1.24 |
6 Months | 3.90 | -7.52 | -8.63 |
YTD | 4.53 | -3.70 | -4.49 |
1 Year | 7.65 | -6.29 | -5.92 |
3 Years Annualised | 0.42 | -4.12 | -6.37 |
5 Years Annualised | 1.50 | -4.21 | -4.37 |
10 Years Annualised* | 4.43 | -0.88 | -1.48 |
Category: UK Equity Income | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.25 | 0.20 | - | - |
2023 | 2.12 | -0.86 | 0.37 | 3.59 |
2022 | -6.36 | -8.95 | -2.28 | 5.16 |
2021 | -0.62 | 6.53 | 1.65 | 7.53 |
2020 | -18.79 | 8.90 | 0.71 | 1.59 |
2019 | 9.46 | 3.07 | 3.99 | 2.82 |
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