Courtiers Total Return Balanced Risk 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 | 8.31 | -3.57 | 16.52 | 6.93 | 14.48 | -5.75 | 4.70 | 3.45 |
+/- Category | -1.69 | 2.79 | 0.85 | 1.69 | 3.34 | 4.33 | -3.67 | -0.84 |
+/- Category Index | - | - | - | 2.42 | 2.21 | 1.52 | -5.97 | -1.65 |
% Rank in Category | 77 | 14 | 37 | 34 | 15 | 12 | 91 | 76 |
Trailing Returns (GBP) | 24/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.17 | -0.46 | -0.13 |
1 Week | 1.68 | 0.67 | 0.42 |
1 Month | -0.67 | 0.08 | 0.03 |
3 Months | 4.00 | -0.33 | -0.97 |
6 Months | 11.50 | -0.11 | -0.36 |
YTD | 2.11 | -1.06 | -2.00 |
1 Year | 4.60 | -3.36 | -5.91 |
3 Years Annualised | 1.72 | -0.63 | -2.74 |
5 Years Annualised | 5.74 | 1.40 | 0.00 |
10 Years Annualised | 6.77 | 1.31 | -0.08 |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.45 | - | - | - |
2023 | 1.67 | -2.09 | -0.77 | 5.99 |
2022 | -0.09 | -6.99 | -4.31 | 5.99 |
2021 | 6.73 | 3.79 | -0.40 | 3.76 |
2020 | -16.16 | 12.75 | 0.06 | 13.07 |
2019 | 6.14 | 2.18 | 1.46 | 5.91 |
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