Evelyn Income Portfolio Clean 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 | 5.94 | -4.25 | 11.11 | -1.70 | 8.91 | -6.49 | 6.21 | 4.78 |
+/- Category | -1.51 | 1.23 | -1.30 | -5.78 | 0.84 | 3.97 | -1.32 | -1.94 |
+/- Category Index | - | - | - | -6.99 | 0.91 | 2.77 | -3.05 | -2.42 |
% Rank in Category | 76 | 30 | 69 | 92 | 38 | 14 | 69 | 87 |
Trailing Returns (GBP) | 17/10/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.20 | 0.17 | 0.19 |
1 Week | 0.64 | -0.16 | -0.18 |
1 Month | 0.48 | -0.62 | -0.58 |
3 Months | 2.69 | 0.36 | 0.06 |
6 Months | 5.55 | -0.87 | -1.17 |
YTD | 5.32 | -2.00 | -3.08 |
1 Year | 11.06 | -3.05 | -3.21 |
3 Years Annualised | 2.68 | 0.87 | -0.54 |
5 Years Annualised | 2.74 | -0.84 | -1.78 |
10 Years Annualised* | 3.80 | -0.68 | -2.03 |
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 | 2.04 | 0.25 | 2.44 | - |
2023 | 1.76 | -0.68 | -0.43 | 5.54 |
2022 | -2.47 | -5.24 | -1.70 | 2.92 |
2021 | 0.67 | 4.14 | 0.57 | 3.30 |
2020 | -13.88 | 8.59 | 0.33 | 4.77 |
2019 | 4.31* | 3.58* | 1.93* | 0.90 |
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