StocksPLUS™ Fund E USD AccumulationRegister 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 | 10.61 | -0.87 | 26.34 | 13.87 | 27.98 | -12.91 | 18.06 | 15.27 |
+/- Category | 0.87 | 0.56 | 2.92 | -0.22 | 1.71 | -3.48 | 0.83 | 1.83 |
+/- Category Index | 0.08 | -1.70 | 0.55 | -2.88 | 0.88 | -3.12 | -1.07 | 0.02 |
% Rank in Category | 38 | 53 | 21 | 57 | 44 | 84 | 56 | 31 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.15 | -0.61 | 0.01 |
1 Week | 3.88 | 1.72 | -0.01 |
1 Month | -2.01 | -0.35 | -0.21 |
3 Months | 1.62 | 0.53 | -0.16 |
6 Months | 6.50 | 0.65 | -0.08 |
YTD | 13.65 | 1.64 | -0.08 |
1 Year | 20.31 | 0.60 | -0.75 |
3 Years Annualised | 8.31 | -0.54 | -1.50 |
5 Years Annualised | 12.18 | 0.10 | -1.33 |
10 Years Annualised | 14.04 | 0.23 | -0.92 |
Category: US Large-Cap Blend Equity | |||
Category Index: Morningstar US Large-Mid NR USD |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 11.57 | 3.84 | - | - |
2023 | 4.18 | 5.60 | 0.47 | 6.81 |
2022 | -3.12 | -11.26 | 2.51 | -1.17 |
2021 | 4.79 | 8.29 | 2.69 | 9.83 |
2020 | -15.93 | 22.64 | 4.03 | 6.17 |
2019 | 11.52 | 6.78 | 4.58 | 1.45 |
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