Rathbone Income Fund Institutional AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/03/2024 |
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Annual Returns (GBP) | 31/03/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/03 | |
Price Return | 8.23 | -8.54 | 18.45 | -10.61 | 20.56 | 0.08 | 7.55 | 0.43 |
+/- Category | -2.50 | 2.02 | -0.49 | 1.95 | 2.75 | 3.52 | 0.80 | -1.93 |
+/- Category Index | - | - | - | - | - | - | -0.07 | -3.00 |
% Rank in Category | 73 | 27 | 66 | 41 | 26 | 38 | 52 | 91 |
Trailing Returns (GBP) | 29/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.76 | 0.36 | -0.01 |
1 Week | 2.05 | -0.89 | -1.07 |
1 Month | 2.37 | 0.36 | -0.54 |
3 Months | 4.47 | -1.15 | -3.02 |
6 Months | 12.14 | -2.23 | -1.30 |
YTD | 2.82 | -1.08 | -3.17 |
1 Year | 5.31 | -1.10 | -2.16 |
3 Years Annualised | 6.61 | 1.52 | -1.00 |
5 Years Annualised | 4.95 | 0.89 | 0.06 |
10 Years Annualised | 5.61 | 0.81 | -0.06 |
Category: UK Equity Income | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 0.43 | - | - | - |
2023 | 1.87 | -0.95 | 1.55 | 4.96 |
2022 | -0.62 | -6.90 | -2.79 | 11.28 |
2021 | 7.37 | 5.14 | 1.40 | 5.32 |
2020 | -26.21 | 10.79 | -3.27 | 13.05 |
2019 | 8.82 | 2.49 | 1.82 | 4.31 |
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