Vulcan Value Equity USD III IncRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2021 | 2022 | 2023 | 30/06 | |||||
Price Return | 22.60 | -31.50 | 33.79 | 9.52 | ||||
+/- Category | -3.67 | -22.06 | 16.56 | -4.62 | ||||
+/- Category Index | -4.50 | -21.71 | 14.66 | -6.19 | ||||
% Rank in Category | 83 | 100 | 1 | 85 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.93 | 0.47 | 0.57 |
1 Week | 2.28 | 2.13 | 2.35 |
1 Month | 3.15 | 1.92 | 1.88 |
3 Months | 2.04 | -2.53 | -4.63 |
6 Months | 12.21 | -1.95 | -3.56 |
YTD | 11.02 | -3.40 | -5.21 |
1 Year | 26.27 | 1.03 | -1.39 |
3 Years Annualised | 1.54 | -9.01 | -10.10 |
5 Years Annualised | - | - | - |
10 Years Annualised | - | - | - |
Category: US Large-Cap Blend Equity | |||
Category Index: Morningstar US Large-Mid NR USD |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 13.05 | -3.12 | - | - |
2023 | 10.87 | 6.98 | -0.42 | 13.28 |
2022 | -11.72 | -23.20 | 0.54 | 0.50 |
2021 | 6.02 | 12.24 | 2.40 | 0.61 |
2020 | - | - | - | 10.94 |
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