BA Beutel Goodman US Value Fund Dollar Class D AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/09/2024 |
|
Annual Returns (GBP) | 30/09/2024 | |||||||
2017* | 2018* | 2019* | 2020* | 2021* | 2022* | 2023 | 30/09 | |
Price Return | 2.54 | -9.79 | 21.06 | 0.03 | 14.67 | 13.85 | 5.11 | 10.72 |
+/- Category | -3.16 | -6.15 | 2.01 | -0.58 | -11.46 | 9.83 | -0.49 | 2.05 |
+/- Category Index | -3.65 | -7.25 | -1.22 | 0.86 | -12.14 | 9.80 | -1.99 | -1.20 |
% Rank in Category | 9 | 58 | 16 | 22 | 100 | 3 | 57 | 25 |
Trailing Returns (GBP) | 17/10/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.22 | -0.14 | 0.28 |
1 Week | 2.83 | 0.63 | 0.81 |
1 Month | 4.74 | -0.08 | -0.25 |
3 Months | 5.48 | 0.27 | 0.05 |
6 Months | 9.86 | 2.00 | -0.30 |
YTD | 16.31 | 2.10 | -0.75 |
1 Year | 24.23 | 5.43 | 2.81 |
3 Years Annualised* | 11.91 | 2.03 | -0.04 |
5 Years Annualised* | 10.23 | -0.83 | -1.63 |
10 Years Annualised* | 9.14 | -2.37 | -4.01 |
Category: US Large-Cap Value Equity | |||
Category Index: Morningstar US LM Brd Value NR USD |
Quarterly Returns (GBP) | 30/09/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 11.00 | -1.76 | 1.53 | - |
2023 | -0.45 | 0.54 | -1.53 | 6.65 |
2022 | 3.36* | -0.94* | 2.65* | 8.31 |
2021 | 8.07* | 5.72* | -1.29* | 1.68* |
2020 | -16.04* | 16.04* | 1.40* | 1.26* |
2019 | 8.32* | 6.77* | 6.46* | -1.67* |
|
Advertisement |