Fulcrum UCITS SICAV - Fulcrum Diversified Absolute Return Fund I USD AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
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Annual Returns (GBP) | 30/04/2024 | |||||||
2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/04 | ||
Price Return | 4.56 | 1.91 | 4.05 | 2.96 | 20.35 | -4.62 | 5.31 | |
+/- Category | -5.73 | -4.18 | 8.70 | -0.40 | 5.23 | -3.58 | 2.12 | |
+/- Category Index | - | - | -1.84 | -1.61 | 22.42 | -8.48 | 3.85 | |
% Rank in Category | 9 | 37 | 59 | 50 | 24 | 76 | 23 |
Trailing Returns (GBP) | 31/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.01 | -0.18 | -0.40 |
1 Week | 0.12 | 0.39 | 0.21 |
1 Month | 0.50 | 1.50 | 0.21 |
3 Months | 2.35 | 1.88 | 1.88 |
6 Months | 6.84 | 3.06 | 2.10 |
YTD | 5.84 | 3.15 | 4.08 |
1 Year | 6.45 | 3.67 | 1.47 |
3 Years Annualised | 8.12 | 2.10 | 4.41 |
5 Years Annualised | 5.22 | 1.49 | 2.21 |
10 Years Annualised | - | - | - |
Category: Macro Trading USD | |||
Category Index: Morningstar US Con Tgt Alloc NR USD |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 6.49 | - | - | - |
2023 | -5.03 | -2.94 | 5.48 | -1.90 |
2022 | 10.70 | 6.61 | 10.88 | -8.04 |
2021 | 0.23 | 2.27 | 0.37 | 0.07 |
2020 | 10.04 | -0.17 | -2.70 | -2.66 |
2019 | 1.54 | 1.88 | 2.36 | -3.76 |
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