Evelyn Income Portfolio Clean GBP DistRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/08/2024 |
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Annual Returns (GBP) | 31/08/2024 | |||||||
2017* | 2018* | 2019* | 2020 | 2021 | 2022 | 2023 | 31/08 | |
Price Return | 5.89 | -4.24 | 12.34 | -2.46 | 8.17 | -6.49 | 6.22 | 3.96 |
+/- Category | -1.56 | 1.25 | -0.07 | -6.54 | 0.11 | 3.96 | -1.32 | -1.91 |
+/- Category Index | - | - | - | -7.75 | 0.18 | 2.76 | -3.05 | -3.02 |
% Rank in Category | 77 | 30 | 49 | 94 | 49 | 14 | 69 | 90 |
Trailing Returns (GBP) | 25/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.05 | -0.12 | 0.18 |
1 Week | -0.35 | -0.51 | -0.46 |
1 Month | 0.38 | -0.43 | 0.21 |
3 Months | 1.53 | -0.81 | -0.04 |
6 Months | 2.44 | -1.47 | -1.31 |
YTD | 4.17 | -2.26 | -2.79 |
1 Year | 9.35 | -2.76 | -3.07 |
3 Years Annualised | 1.78 | 0.48 | -0.90 |
5 Years Annualised | 2.06 | -1.17 | -1.91 |
10 Years Annualised* | 3.30 | -0.81 | -2.21 |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.03 | 0.25 | - | - |
2023 | 1.76 | -0.68 | -0.43 | 5.55 |
2022 | -2.46 | -5.23 | -1.70 | 2.91 |
2021 | 0.67 | 4.13 | 0.57 | 2.59 |
2020 | -13.84 | 7.70 | 0.33 | 4.77 |
2019 | 4.31* | 3.58* | 3.05* | 0.90 |
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