Overstone Global Equity Income Fund J IncRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
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Annual Returns (GBP) | 30/04/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/04 | |
Price Return | 10.65 | -4.59 | 20.47 | -5.50 | 15.85 | -13.62 | 20.28 | 2.04 |
+/- Category | 1.80 | 1.32 | 3.56 | -7.39 | -2.40 | -12.85 | 13.00 | -2.32 |
+/- Category Index | - | - | - | - | -4.50 | -20.43 | 15.52 | -3.40 |
% Rank in Category | 28 | 38 | 20 | 87 | 74 | 99 | 2 | 84 |
Trailing Returns (GBP) | 17/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.14 | 0.35 | 0.16 |
1 Week | 0.75 | 0.55 | 0.81 |
1 Month | 4.02 | -0.58 | -0.54 |
3 Months | 3.52 | -1.78 | -3.16 |
6 Months | 13.26 | 1.65 | 0.07 |
YTD | 5.02 | -2.68 | -3.62 |
1 Year | 14.87 | 0.95 | -1.93 |
3 Years Annualised | 2.64 | -5.76 | -6.96 |
5 Years Annualised | 4.98 | -3.58 | -3.84 |
10 Years Annualised | 7.69 | -1.44 | -1.79 |
Category: Global Equity Income | |||
Category Index: Morningstar Gbl High Div Yld NR USD |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.05 | - | - | - |
2023 | 11.23 | -1.71 | 2.92 | 6.90 |
2022 | -8.48 | -4.93 | -9.03 | 9.13 |
2021 | 11.53 | 3.89 | -2.04 | 2.07 |
2020 | -27.10 | 13.72 | -2.90 | 17.39 |
2019 | 10.03 | 4.00 | 1.70 | 3.52 |
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