WS Ruffer Total Return Fund K IncomeRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/08/2024 |
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Annual Returns (GBP) | 31/08/2024 | |||||||
2020 | 2021 | 2022 | 2023 | 31/08 | ||||
Price Return | 12.07 | 9.15 | 4.55 | -6.14 | 1.54 | |||
+/- Category | 7.46 | 0.42 | 14.50 | -12.16 | -3.96 | |||
+/- Category Index | 6.78 | 1.16 | 13.81 | -15.41 | -5.44 | |||
% Rank in Category | 4 | 35 | 4 | 97 | 90 |
Trailing Returns (GBP) | 11/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.47 | 0.34 | 0.43 |
1 Week | 0.47 | -0.68 | -0.46 |
1 Month | -1.44 | -2.08 | -1.90 |
3 Months | 1.79 | -0.31 | -0.47 |
6 Months | 4.01 | -0.32 | -1.41 |
YTD | 2.06 | -3.82 | -5.13 |
1 Year | 4.10 | -5.60 | -7.63 |
3 Years Annualised | 0.67 | 0.02 | -1.99 |
5 Years Annualised | 4.26 | 1.02 | 0.20 |
10 Years Annualised | - | - | - |
Category: GBP Flexible Allocation | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | -1.11 | 0.75 | - | - |
2023 | -1.00 | -6.12 | -0.56 | 1.55 |
2022 | 4.06 | -4.73 | 1.26 | 4.15 |
2021 | 6.73 | 0.62 | 0.16 | 1.48 |
2020 | -0.78 | 6.37 | 1.17 | 4.97 |
2019 | - | - | 2.83 | 0.65 |
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