Trojan Income I IncRegister 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 | 5.74 | -7.62 | 19.85 | -10.10 | 14.98 | -12.95 | 4.57 | 5.29 |
+/- Category | -4.99 | 2.94 | 0.90 | 2.46 | -2.83 | -9.51 | -2.18 | -5.78 |
+/- Category Index | - | - | - | - | - | - | -3.05 | -5.42 |
% Rank in Category | 88 | 19 | 51 | 36 | 78 | 91 | 82 | 98 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.00 | 1.05 | 0.67 |
1 Week | 2.47 | 0.26 | -0.27 |
1 Month | 1.65 | 2.32 | 1.62 |
3 Months | 0.39 | 0.53 | 1.07 |
6 Months | 3.57 | -7.85 | -8.96 |
YTD | 4.10 | -4.12 | -4.91 |
1 Year | 6.96 | -6.98 | -6.62 |
3 Years Annualised | -0.23 | -4.78 | -7.03 |
5 Years Annualised | 0.84 | -4.87 | -5.03 |
10 Years Annualised | 3.81 | -1.51 | -2.11 |
Category: UK Equity Income | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.07 | 0.05 | - | - |
2023 | 1.95 | -1.02 | 0.20 | 3.42 |
2022 | -6.51 | -9.10 | -2.43 | 4.99 |
2021 | -0.78 | 6.35 | 1.48 | 7.36 |
2020 | -18.92 | 8.72 | 0.55 | 1.42 |
2019 | 9.28 | 2.91 | 3.82 | 2.65 |
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