CCLA CBF Church of England Funds Investment 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 | 13.12 | 1.84 | 22.43 | 10.23 | 17.54 | -9.11 | 12.65 | 3.64 |
+/- Category | 0.41 | 9.04 | 4.38 | 3.33 | 3.98 | 0.68 | 3.22 | -1.83 |
+/- Category Index | - | - | - | 4.24 | 1.23 | -3.27 | 0.23 | -3.19 |
% Rank in Category | 40 | 1 | 9 | 24 | 13 | 46 | 15 | 87 |
Trailing Returns (GBP) | 19/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.21 | -0.01 | -0.39 |
1 Week | -2.31 | -0.59 | -0.35 |
1 Month | -2.01 | -1.70 | -2.11 |
3 Months | 2.04 | -3.27 | -3.98 |
6 Months | 7.62 | -1.33 | -2.82 |
YTD | 0.17 | -2.84 | -4.24 |
1 Year | 7.30 | -0.86 | -4.17 |
3 Years Annualised | 5.20 | 2.65 | -0.84 |
5 Years Annualised | 8.30 | 2.96 | 0.57 |
10 Years Annualised | 9.66 | 3.07 | 0.89 |
Category: GBP Allocation 80%+ Equity | |||
Category Index: Morningstar UK Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.64 | - | - | - |
2023 | 4.03 | 0.93 | -0.53 | 7.85 |
2022 | -4.88 | -5.62 | 0.85 | 0.38 |
2021 | 0.33 | 7.66 | 2.19 | 6.48 |
2020 | -11.08 | 13.57 | 3.65 | 5.32 |
2019 | 5.25 | 9.48 | 2.68 | 3.48 |
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