WS Ruffer Total Return Fund I IncomeRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
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Annual Returns (GBP) | 31/07/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/07 | |
Price Return | 1.11 | -6.28 | 8.58 | 12.07 | 9.06 | 4.48 | -6.12 | 1.59 |
+/- Category | -6.89 | 0.94 | -3.65 | 7.46 | 0.32 | 14.42 | -12.14 | -3.38 |
+/- Category Index | - | - | - | 6.78 | 1.06 | 13.73 | -15.39 | -4.77 |
% Rank in Category | 99 | 69 | 91 | 4 | 36 | 5 | 97 | 89 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -1.14 | -1.27 | -1.48 |
1 Week | -1.14 | -2.37 | -2.80 |
1 Month | 3.45 | 4.60 | 3.08 |
3 Months | 2.12 | 1.98 | 0.45 |
6 Months | 5.31 | 0.91 | -0.54 |
YTD | 2.44 | -1.62 | -3.80 |
1 Year | 2.79 | -5.83 | -9.22 |
3 Years Annualised | 0.63 | 0.30 | -1.62 |
5 Years Annualised | 4.29 | 1.25 | 0.20 |
10 Years Annualised | 4.39 | 1.03 | -1.10 |
Category: GBP Flexible Allocation | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | -1.09 | 0.78 | - | - |
2023 | -1.01 | -6.08 | -0.56 | 1.55 |
2022 | 4.04 | -4.73 | 1.23 | 4.12 |
2021 | 6.69 | 0.64 | 0.13 | 1.45 |
2020 | -0.80 | 6.36 | 1.21 | 4.95 |
2019 | 3.42 | 1.48 | 2.78 | 0.66 |
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