Fundsmith Equity Fund R EUR 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 | 21.80 | 1.53 | 24.44 | 16.42 | 20.32 | -13.09 | 10.18 | 9.75 |
+/- Category | 4.78 | 6.27 | 0.21 | -7.28 | 5.75 | 4.99 | -5.84 | 0.49 |
+/- Category Index | - | - | - | - | 2.25 | 5.89 | -12.13 | -0.26 |
% Rank in Category | 3 | 4 | 54 | 70 | 25 | 26 | 78 | 40 |
Trailing Returns (GBP) | 19/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.03 | 0.82 | 1.46 |
1 Week | -2.21 | 0.35 | 2.07 |
1 Month | -1.82 | -0.19 | 1.21 |
3 Months | 6.40 | -0.26 | 2.61 |
6 Months | 11.59 | -1.07 | -2.05 |
YTD | 6.72 | 1.80 | 1.48 |
1 Year | 8.66 | -5.27 | -9.84 |
3 Years Annualised | 5.26 | 2.85 | -0.44 |
5 Years Annualised | 9.00 | -0.12 | -2.03 |
10 Years Annualised | 14.60 | 3.75 | 2.01 |
Category: Global Large-Cap Growth Equity | |||
Category Index: Morningstar Gbl Growth TME NR USD |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 9.75 | - | - | - |
2023 | 6.14 | 0.84 | -1.58 | 4.60 |
2022 | -9.24 | -8.11 | 1.00 | 3.18 |
2021 | 1.04 | 10.94 | 0.84 | 6.44 |
2020 | -7.71 | 15.14 | 5.58 | 3.76 |
2019 | 15.25 | 6.84 | 1.17 | -0.10 |
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