Artemis Monthly Distribution Fund R AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 29/02/2024 |
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Annual Returns (GBP) | 29/02/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 29/02 | |
Price Return | 8.28 | -8.37 | 11.96 | 0.14 | 13.35 | -6.23 | 6.39 | 3.66 |
+/- Category | 0.83 | -2.88 | -0.46 | -3.94 | 5.28 | 4.23 | -1.14 | 3.10 |
+/- Category Index | - | - | - | -5.15 | 5.35 | 3.03 | -2.87 | 2.42 |
% Rank in Category | 35 | 92 | 56 | 81 | 4 | 13 | 67 | 1 |
Trailing Returns (GBP) | 28/03/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.20 | 0.09 | 0.14 |
1 Week | 1.18 | 0.22 | 0.71 |
1 Month | 4.68 | 2.66 | 2.35 |
3 Months | 8.35 | 5.68 | 4.75 |
6 Months | 14.52 | 6.38 | 5.14 |
YTD | 8.16 | 5.67 | 4.56 |
1 Year | 17.25 | 8.35 | 7.50 |
3 Years Annualised | 5.82 | 3.99 | 2.47 |
5 Years Annualised | 5.50 | 2.20 | 1.02 |
10 Years Annualised | 5.91 | 1.98 | 0.41 |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 29/02/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2023 | -0.98 | -0.54 | 2.37 | 5.53 |
2022 | -1.36 | -6.47 | -2.31 | 4.06 |
2021 | 4.01 | 3.10 | 1.51 | 4.14 |
2020 | -16.35 | 10.01 | 1.76 | 6.93 |
2019 | 5.25 | 3.61 | 1.74 | 0.91 |
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