Trojan Income I IncRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/10/2024 |
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Annual Returns (GBP) | 31/10/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/10 | |
Price Return | 5.74 | -7.62 | 19.85 | -10.10 | 14.98 | -12.95 | 4.57 | 4.46 |
+/- Category | -4.99 | 2.94 | 0.90 | 2.46 | -2.83 | -9.51 | -2.18 | -2.75 |
+/- Category Index | - | - | - | - | - | - | -3.05 | -3.73 |
% Rank in Category | 88 | 19 | 51 | 36 | 78 | 91 | 82 | 84 |
Trailing Returns (GBP) | 21/11/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.11 | 0.01 | -0.76 |
1 Week | -0.30 | -1.22 | -1.15 |
1 Month | -2.13 | 1.11 | -0.58 |
3 Months | 0.65 | 3.22 | 1.56 |
6 Months | 1.57 | 3.62 | 2.52 |
YTD | 5.49 | -1.87 | -3.73 |
1 Year | 10.77 | -1.88 | -2.88 |
3 Years Annualised | -0.28 | -4.87 | -6.99 |
5 Years Annualised | 0.57 | -4.06 | -4.92 |
10 Years Annualised | 3.48 | -1.59 | -2.26 |
Category: UK Equity Income | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 31/10/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.07 | 0.05 | 5.01 | - |
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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