Trojan Income O IncRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/08/2024 |
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Annual Returns (GBP) | 31/08/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/08 | |
Price Return | 6.28 | -7.15 | 20.45 | -9.65 | 15.55 | -12.51 | 5.10 | 7.69 |
+/- Category | -4.45 | 3.41 | 1.50 | 2.91 | -2.26 | -9.07 | -1.65 | -3.59 |
+/- Category Index | - | - | - | - | - | - | -2.52 | -3.84 |
% Rank in Category | 85 | 17 | 46 | 34 | 70 | 89 | 79 | 93 |
Trailing Returns (GBP) | 16/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.24 | -0.20 | -0.32 |
1 Week | 1.15 | 0.49 | 0.94 |
1 Month | 3.26 | 3.28 | 3.36 |
3 Months | 6.43 | 1.87 | 3.28 |
6 Months | 7.97 | -2.05 | -1.95 |
YTD | 8.58 | -1.49 | -1.78 |
1 Year | 10.15 | -3.34 | -1.95 |
3 Years Annualised | 2.05 | -3.58 | -5.92 |
5 Years Annualised | 1.69 | -3.55 | -3.96 |
10 Years Annualised | 4.61 | -0.68 | -1.23 |
Category: UK Equity Income | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.20 | 0.17 | - | - |
2023 | 2.08 | -0.90 | 0.34 | 3.55 |
2022 | -6.39 | -8.99 | -2.31 | 5.12 |
2021 | -0.65 | 6.49 | 1.61 | 7.50 |
2020 | -18.81 | 8.86 | 0.67 | 1.55 |
2019 | 9.41 | 3.04 | 3.96 | 2.77 |
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