Evelyn Income Portfolio Retail GBP AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/09/2024 |
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Annual Returns (GBP) | 30/09/2024 | |||||||
2017* | 2018* | 2019* | 2020 | 2021 | 2022 | 2023 | 30/09 | |
Price Return | 5.22 | -4.83 | 10.52 | -2.44 | 8.09 | -7.19 | 5.42 | 4.18 |
+/- Category | -2.23 | 0.65 | -1.90 | -6.52 | 0.03 | 3.27 | -2.11 | -2.55 |
+/- Category Index | - | - | - | -7.73 | 0.10 | 2.07 | -3.84 | -3.02 |
% Rank in Category | 85 | 42 | 77 | 94 | 50 | 19 | 79 | 93 |
Trailing Returns (GBP) | 17/10/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.20 | 0.16 | 0.18 |
1 Week | 0.62 | -0.18 | -0.21 |
1 Month | 0.41 | -0.69 | -0.64 |
3 Months | 2.49 | 0.16 | -0.14 |
6 Months | 5.15 | -1.28 | -1.57 |
YTD | 4.68 | -2.64 | -3.73 |
1 Year | 10.22 | -3.89 | -4.05 |
3 Years Annualised | 1.91 | 0.10 | -1.31 |
5 Years Annualised | 1.98 | -1.60 | -2.55 |
10 Years Annualised* | 3.10 | -1.38 | -2.73 |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/09/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.84 | 0.06 | 2.23 | - |
2023 | 1.57 | -0.87 | -0.61 | 5.35 |
2022 | -2.64 | -5.41 | -1.89 | 2.72 |
2021 | 0.49 | 3.93 | 0.38 | 3.11 |
2020 | -14.05 | 8.39 | 0.14 | 4.58 |
2019 | 4.20* | 3.44* | 1.81* | 0.71 |
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