StocksPLUS™ Fund Institutional USD IncomeRegister 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 | 11.57 | 0.02 | 27.51 | 14.88 | 29.15 | -12.13 | 19.12 | 16.39 |
+/- Category | 1.83 | 1.44 | 4.09 | 0.79 | 2.89 | -2.70 | 1.89 | 2.25 |
+/- Category Index | 1.04 | -0.82 | 1.72 | -1.87 | 2.06 | -2.34 | -0.01 | 0.68 |
% Rank in Category | 20 | 41 | 11 | 47 | 29 | 80 | 41 | 24 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.36 | -0.10 | 0.00 |
1 Week | -0.09 | -0.24 | -0.02 |
1 Month | 1.28 | 0.05 | 0.00 |
3 Months | 6.98 | 2.42 | 0.32 |
6 Months | 16.46 | 2.30 | 0.69 |
YTD | 16.97 | 2.55 | 0.74 |
1 Year | 28.44 | 3.19 | 0.77 |
3 Years Annualised | 11.11 | 0.56 | -0.53 |
5 Years Annualised | 13.16 | 0.82 | -0.34 |
10 Years Annualised | 15.55 | 1.39 | 0.11 |
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 | 11.82 | 4.08 | - | - |
2023 | 4.43 | 5.83 | 0.68 | 7.05 |
2022 | -2.91 | -11.05 | 2.75 | -0.98 |
2021 | 5.05 | 8.51 | 2.92 | 10.08 |
2020 | -15.75 | 22.93 | 4.23 | 6.42 |
2019 | 11.79 | 7.04 | 4.79 | 1.69 |
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