Sparinvest SICAV Global Value EUR IRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/05/2024 |
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Annual Returns (GBP) | 31/05/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/05 | |
Price Return | 11.37 | -7.52 | 15.11 | 0.98 | 27.87 | 4.33 | 6.95 | 5.88 |
+/- Category | 0.43 | 0.79 | 0.48 | -0.76 | 9.64 | 3.84 | -2.34 | -0.54 |
+/- Category Index | - | - | - | - | 6.58 | 0.73 | -1.79 | -1.61 |
% Rank in Category | 71 | 33 | 65 | 84 | 2 | 24 | 69 | 62 |
Trailing Returns (GBP) | 25/06/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.50 | -0.40 | -0.38 |
1 Week | 0.10 | -0.69 | -0.56 |
1 Month | -1.50 | -1.01 | -1.96 |
3 Months | -2.99 | -3.10 | -4.25 |
6 Months | 4.18 | -2.34 | -4.73 |
YTD | 3.83 | -2.16 | -4.28 |
1 Year | 12.52 | -1.33 | -5.71 |
3 Years Annualised | 7.07 | 0.29 | -2.36 |
5 Years Annualised | 9.27 | 1.49 | 0.14 |
10 Years Annualised | 9.29 | 0.93 | -0.57 |
Category: Global Large-Cap Value Equity | |||
Category Index: Morningstar Gbl Val TME NR USD |
Quarterly Returns (GBP) | 31/05/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 8.87 | - | - | - |
2023 | -0.23 | 1.29 | 1.82 | 3.94 |
2022 | 2.53 | -5.43 | -1.01 | 8.69 |
2021 | 13.86 | 6.15 | 1.85 | 3.88 |
2020 | -24.48 | 16.24 | 0.18 | 14.81 |
2019 | 7.64 | 3.86 | 2.48 | 0.48 |
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