Alpha UCITS SICAV - J. Stern & Co. World Stars Global Equity Fund B1 USDRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/08/2024 |
|
Annual Returns (GBP) | 31/08/2024 | |||||||
2020 | 2021 | 2022 | 2023 | 31/08 | ||||
Price Return | 15.37 | 20.35 | -15.30 | 21.86 | 13.91 | |||
+/- Category | -8.33 | 5.78 | 2.78 | 5.83 | 4.32 | |||
+/- Category Index | - | 2.28 | 3.67 | -0.45 | 0.02 | |||
% Rank in Category | 76 | 25 | 40 | 21 | 19 |
Trailing Returns (GBP) | 16/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.27 | 0.05 | 0.12 |
1 Week | 1.70 | -0.48 | -1.06 |
1 Month | -2.44 | -1.43 | -1.16 |
3 Months | -4.90 | -3.75 | -2.87 |
6 Months | 0.09 | -0.97 | -5.39 |
YTD | 11.76 | 3.80 | -1.39 |
1 Year | 17.44 | 4.14 | -1.57 |
3 Years Annualised | 6.06 | 4.99 | 0.98 |
5 Years Annualised | 9.91 | 1.60 | -1.08 |
10 Years Annualised | - | - | - |
Category: Global Large-Cap Growth Equity | |||
Category Index: Morningstar Gbl Growth TME NR USD |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 14.18 | 2.58 | - | - |
2023 | 8.63 | 6.37 | -2.41 | 8.07 |
2022 | -5.64 | -9.99 | -0.38 | 0.10 |
2021 | 0.47 | 10.79 | 1.99 | 6.02 |
2020 | -8.75 | 18.21 | 3.54 | 3.30 |
2019 | - | - | - | 0.51 |
|
Advertisement |