Trojan Income S AccRegister 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 | 6.54 | -6.91 | 20.75 | -9.42 | 15.84 | -12.29 | 5.37 | 5.75 |
+/- Category | -4.19 | 3.64 | 1.80 | 3.14 | -1.97 | -8.85 | -1.39 | -5.32 |
+/- Category Index | - | - | - | - | - | - | -2.26 | -4.96 |
% Rank in Category | 84 | 15 | 45 | 31 | 65 | 88 | 77 | 96 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.00 | 1.05 | 0.30 |
1 Week | 2.49 | 0.28 | 0.70 |
1 Month | 1.72 | 2.39 | 1.00 |
3 Months | 0.59 | 0.72 | 0.76 |
6 Months | 3.96 | -7.46 | -8.54 |
YTD | 4.59 | -3.63 | -5.19 |
1 Year | 7.76 | -6.18 | -6.86 |
3 Years Annualised | 0.52 | -4.02 | -6.52 |
5 Years Annualised | 1.60 | -4.11 | -4.71 |
10 Years Annualised | 4.59 | -0.73 | -1.35 |
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 | 2.26 | 0.23 | - | - |
2023 | 2.14 | -0.83 | 0.40 | 3.61 |
2022 | -6.33 | -8.93 | -2.25 | 5.19 |
2021 | -0.59 | 6.55 | 1.68 | 7.56 |
2020 | -18.77 | 8.94 | 0.74 | 1.61 |
2019 | 9.48 | 3.10 | 4.02 | 2.84 |
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