Trojan Income O AccRegister 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 | 6.28 | -7.14 | 20.45 | -9.65 | 15.55 | -12.51 | 5.10 | 2.37 |
+/- Category | -4.46 | 3.41 | 1.50 | 2.91 | -2.25 | -9.07 | -1.65 | -4.19 |
+/- Category Index | - | - | - | - | - | - | -2.52 | -4.92 |
% Rank in Category | 85 | 16 | 46 | 33 | 70 | 89 | 79 | 93 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.33 | -0.33 | 1.11 |
1 Week | 1.00 | 0.33 | 0.89 |
1 Month | 0.98 | -1.43 | -0.09 |
3 Months | 4.15 | -1.31 | -0.12 |
6 Months | 3.41 | -7.47 | -6.64 |
YTD | 3.02 | -5.93 | -5.12 |
1 Year | 8.22 | -9.31 | -6.73 |
3 Years Annualised | 0.47 | -5.33 | -7.39 |
5 Years Annualised | 0.85 | -4.14 | -4.12 |
10 Years Annualised | 4.10 | -1.26 | -1.72 |
Category: UK Equity Income | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.20 | 0.17 | - | - |
2023 | 2.07 | -0.89 | 0.34 | 3.55 |
2022 | -6.39 | -8.99 | -2.31 | 5.12 |
2021 | -0.65 | 6.48 | 1.61 | 7.50 |
2020 | -18.82 | 8.86 | 0.68 | 1.55 |
2019 | 9.41 | 3.04 | 3.95 | 2.77 |
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