Sparinvest SICAV Global Value EUR IRegister 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 | 11.37 | -7.52 | 15.11 | 0.98 | 27.87 | 4.33 | 6.95 | 4.47 |
+/- Category | 0.43 | 0.79 | 0.48 | -0.76 | 9.64 | 3.84 | -2.34 | -1.45 |
+/- Category Index | - | - | - | - | 6.58 | 0.73 | -1.79 | -3.66 |
% Rank in Category | 71 | 33 | 65 | 84 | 2 | 24 | 69 | 68 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.03 | -0.20 | -0.20 |
1 Week | 1.33 | 0.58 | 0.48 |
1 Month | 2.53 | 0.93 | 0.82 |
3 Months | -0.42 | -1.13 | -2.85 |
6 Months | 6.05 | -0.94 | -3.32 |
YTD | 5.25 | -1.02 | -3.41 |
1 Year | 12.96 | -0.37 | -5.18 |
3 Years Annualised | 8.13 | 1.03 | -1.51 |
5 Years Annualised | 8.58 | 1.39 | 0.13 |
10 Years Annualised | 9.59 | 1.09 | -0.39 |
Category: Global Large-Cap Value Equity | |||
Category Index: Morningstar Gbl Val TME NR USD |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 8.87 | -4.04 | - | - |
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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