WS Ruffer Total Return Fund J IncomeRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
|
Annual Returns (GBP) | 31/07/2024 | |||||||
2020 | 2021 | 2022 | 2023 | 31/07 | ||||
Price Return | 11.99 | 9.13 | 4.53 | -6.03 | 1.65 | |||
+/- Category | 7.38 | 0.40 | 14.47 | -12.04 | -3.32 | |||
+/- Category Index | 6.70 | 1.14 | 13.79 | -15.29 | -4.71 | |||
% Rank in Category | 4 | 36 | 5 | 97 | 88 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.84 | 0.71 | 0.23 |
1 Week | 0.84 | -0.39 | -0.56 |
1 Month | 3.46 | 4.61 | 3.43 |
3 Months | 2.15 | 2.01 | 0.69 |
6 Months | 5.36 | 0.96 | -0.84 |
YTD | 2.50 | -1.55 | -3.37 |
1 Year | 2.89 | -5.73 | -8.79 |
3 Years Annualised | 0.72 | 0.39 | -1.42 |
5 Years Annualised | 4.34 | 1.30 | 0.46 |
10 Years Annualised | - | - | - |
Category: GBP Flexible Allocation | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | -1.07 | 0.80 | - | - |
2023 | -0.98 | -6.06 | -0.54 | 1.57 |
2022 | 4.04 | -4.75 | 1.28 | 4.15 |
2021 | 6.72 | 0.61 | 0.15 | 1.48 |
2020 | -0.78 | 6.33 | 1.14 | 4.95 |
2019 | - | - | 2.83 | 0.65 |
|
Advertisement |