Fidelity MoneyBuilder DividendRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/03/2024 |
|
Annual Returns (GBP) | 31/03/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/03 | |
Price Return | 4.50 | -9.88 | 20.06 | -13.05 | 17.08 | 3.02 | 5.87 | 1.28 |
+/- Category | -6.24 | 0.68 | 1.11 | -0.49 | -0.73 | 6.46 | -0.89 | -1.08 |
+/- Category Index | - | - | - | - | - | - | -1.75 | -2.15 |
% Rank in Category | 94 | 39 | 49 | 64 | 49 | 19 | 72 | 78 |
Trailing Returns (GBP) | 26/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.40 | 0.00 | -0.37 |
1 Week | 3.87 | 0.93 | 0.75 |
1 Month | 3.22 | 1.21 | 0.31 |
3 Months | 6.02 | 0.40 | -1.47 |
6 Months | 9.32 | -5.04 | -4.11 |
YTD | 3.99 | 0.09 | -1.99 |
1 Year | 3.35 | -3.07 | -4.13 |
3 Years Annualised | 7.81 | 2.72 | 0.20 |
5 Years Annualised | 4.69 | 0.63 | -0.20 |
10 Years Annualised | 4.49 | -0.32 | -1.19 |
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 | 1.28 | - | - | - |
2023 | 3.37 | -2.66 | 3.10 | 2.05 |
2022 | 3.54 | -2.79 | -3.53 | 6.09 |
2021 | 3.67 | 5.22 | 2.74 | 4.46 |
2020 | -22.83 | 9.00 | -3.52 | 7.14 |
2019 | 8.45 | 0.80 | 2.39 | 7.27 |
|
Advertisement |