Alpha UCITS SICAV - J. Stern & Co. World Stars Global Equity Fund A1 USDRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
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Annual Returns (GBP) | 31/07/2024 | |||||||
2020 | 2021 | 2022 | 2023 | 31/07 | ||||
Price Return | 15.72 | 20.83 | -15.06 | 22.22 | 14.56 | |||
+/- Category | -7.98 | 6.27 | 3.02 | 6.20 | 5.69 | |||
+/- Category Index | - | 2.77 | 3.91 | -0.09 | 0.91 | |||
% Rank in Category | 74 | 22 | 38 | 20 | 12 |
Trailing Returns (GBP) | 13/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.19 | 1.38 | 0.82 |
1 Week | 2.19 | 0.38 | -2.13 |
1 Month | -3.32 | 0.17 | 0.40 |
3 Months | -1.46 | 0.96 | -2.96 |
6 Months | 5.06 | 3.14 | -0.74 |
YTD | 13.00 | 6.82 | 0.35 |
1 Year | 19.62 | 6.65 | -0.89 |
3 Years Annualised | 7.01 | 6.12 | 1.45 |
5 Years Annualised | 10.20 | 2.39 | -0.94 |
10 Years Annualised | - | - | - |
Category: Global Large-Cap Growth Equity | |||
Category Index: Morningstar Gbl Growth TME NR USD |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 14.26 | 2.66 | - | - |
2023 | 8.71 | 6.45 | -2.34 | 8.15 |
2022 | -5.58 | -9.93 | -0.30 | 0.18 |
2021 | 0.61 | 10.87 | 2.09 | 6.10 |
2020 | -8.69 | 18.31 | 3.65 | 3.35 |
2019 | - | - | 4.37 | 0.59 |
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