Vulcan Value Equity GBP III AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
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Annual Returns (GBP) | 31/07/2024 | |||||||
2021 | 2022 | 2023 | 31/07 | |||||
Price Return | 22.73 | -31.58 | 34.48 | 15.03 | ||||
+/- Category | -3.54 | -22.15 | 17.25 | 1.59 | ||||
+/- Category Index | -4.37 | -21.80 | 15.35 | -0.22 | ||||
% Rank in Category | 82 | 100 | 1 | 38 |
Trailing Returns (GBP) | 13/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.30 | 0.83 | 1.16 |
1 Week | 1.82 | -0.18 | -2.06 |
1 Month | -0.43 | 1.90 | 1.36 |
3 Months | -0.56 | -0.82 | -2.34 |
6 Months | 3.74 | -1.92 | -2.84 |
YTD | 9.55 | -1.72 | -4.18 |
1 Year | 21.44 | 1.95 | 0.38 |
3 Years Annualised | 0.97 | -7.75 | -8.84 |
5 Years Annualised | - | - | - |
10 Years Annualised | - | - | - |
Category: US Large-Cap Blend Equity | |||
Category Index: Morningstar US Large-Mid NR USD |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 13.14 | -3.21 | - | - |
2023 | 11.68 | 6.84 | -0.48 | 13.25 |
2022 | -11.18 | -23.56 | 0.75 | 0.02 |
2021 | 6.15 | 12.00 | 2.61 | 0.61 |
2020 | - | - | - | 10.68 |
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