StocksPLUS™ Fund Investor USD AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/06 | |
Price Return | 11.18 | -0.33 | 27.07 | 14.48 | 28.70 | -12.43 | 18.71 | 16.18 |
+/- Category | 1.44 | 1.10 | 3.65 | 0.38 | 2.43 | -3.00 | 1.48 | 2.04 |
+/- Category Index | 0.65 | -1.16 | 1.28 | -2.27 | 1.60 | -2.64 | -0.42 | 0.47 |
% Rank in Category | 24 | 45 | 14 | 51 | 34 | 82 | 46 | 27 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.36 | -0.11 | -0.01 |
1 Week | -0.10 | -0.26 | -0.04 |
1 Month | 1.24 | 0.01 | -0.03 |
3 Months | 6.89 | 2.32 | 0.22 |
6 Months | 16.25 | 2.09 | 0.48 |
YTD | 16.73 | 2.31 | 0.50 |
1 Year | 27.98 | 2.73 | 0.31 |
3 Years Annualised | 10.71 | 0.17 | -0.92 |
5 Years Annualised | 12.76 | 0.43 | -0.73 |
10 Years Annualised | 15.16 | 0.99 | -0.28 |
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 | 11.73 | 3.99 | - | - |
2023 | 4.34 | 5.74 | 0.60 | 6.95 |
2022 | -2.99 | -11.13 | 2.66 | -1.06 |
2021 | 4.95 | 8.45 | 2.82 | 9.97 |
2020 | -15.83 | 22.86 | 4.13 | 6.33 |
2019 | 11.69 | 6.95 | 4.71 | 1.60 |
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