Artemis Monthly Distribution Fund C IncRegister 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 | 8.26 | -8.36 | 12.33 | 0.35 | 13.62 | -6.00 | 6.62 | 12.52 |
+/- Category | 0.81 | -2.88 | -0.09 | -3.73 | 5.56 | 4.46 | -0.91 | 5.80 |
+/- Category Index | - | - | - | -4.94 | 5.63 | 3.26 | -2.65 | 5.33 |
% Rank in Category | 35 | 92 | 50 | 79 | 3 | 12 | 62 | 2 |
Trailing Returns (GBP) | 17/10/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.50 | 0.24 | 0.49 |
1 Week | 1.58 | 0.76 | 0.76 |
1 Month | 2.12 | 1.16 | 1.06 |
3 Months | 3.16 | 0.89 | 0.52 |
6 Months | 8.06 | 1.71 | 1.33 |
YTD | 14.96 | 7.67 | 6.55 |
1 Year | 20.79 | 6.94 | 6.52 |
3 Years Annualised | 6.41 | 4.56 | 3.19 |
5 Years Annualised* | 6.18 | 2.60 | 1.65 |
10 Years Annualised* | 6.69 | 2.20 | 0.86 |
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 | 8.22 | 1.66 | 2.28 | - |
2023 | -0.95 | -0.49 | 2.42 | 5.61 |
2022 | -1.30 | -6.42 | -2.26 | 4.12 |
2021 | 4.06 | 3.16 | 1.58 | 4.19 |
2020 | -16.33* | 10.07 | 1.80 | 7.04 |
2019 | 5.59* | 3.61* | 1.75* | 0.91* |
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