WS Ruffer Total Return Fund K AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2020 | 2021 | 2022 | 2023 | 30/06 | ||||
Price Return | 12.11 | 9.24 | 4.56 | -6.12 | -0.33 | |||
+/- Category | 7.50 | 0.51 | 14.50 | -12.14 | -4.50 | |||
+/- Category Index | 6.82 | 1.25 | 13.82 | -15.39 | -5.28 | |||
% Rank in Category | 4 | 33 | 4 | 97 | 91 |
Trailing Returns (GBP) | 10/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.08 | -0.08 | 0.16 |
1 Week | 0.08 | -0.58 | -0.20 |
1 Month | -1.28 | -3.02 | -2.16 |
3 Months | -0.93 | -4.13 | -4.37 |
6 Months | 0.89 | -5.47 | -5.57 |
YTD | -0.98 | -6.50 | -6.74 |
1 Year | -0.45 | -10.82 | -12.63 |
3 Years Annualised | -0.37 | -1.48 | -3.05 |
5 Years Annualised | 4.12 | 0.87 | 0.21 |
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 | -1.10 | 0.78 | - | - |
2023 | -1.02 | -6.09 | -0.54 | 1.54 |
2022 | 4.07 | -4.71 | 1.25 | 4.13 |
2021 | 6.73 | 0.68 | 0.16 | 1.51 |
2020 | -0.75 | 6.36 | 1.18 | 4.96 |
2019 | - | - | 2.82 | 0.64 |
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