Santander Max 70% Shares Portfolio RARegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
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Annual Returns (GBP) | 30/04/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/04 | |
Price Return | 9.13 | -6.93 | 13.33 | 4.67 | 6.66 | -10.24 | 7.34 | 2.61 |
+/- Category | -0.87 | -0.57 | -2.34 | -0.57 | -4.49 | -0.16 | -1.02 | -0.81 |
+/- Category Index | - | - | - | 0.16 | -5.61 | -2.97 | -3.32 | -1.20 |
% Rank in Category | 64 | 62 | 79 | 54 | 91 | 59 | 66 | 77 |
Trailing Returns (GBP) | 16/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.70 | 0.72 | 0.87 |
1 Week | 1.13 | 0.60 | 0.94 |
1 Month | 4.10 | 0.26 | 0.13 |
3 Months | 5.15 | 0.11 | -0.02 |
6 Months | 9.46 | -0.94 | -1.39 |
YTD | 5.41 | -0.68 | -1.49 |
1 Year | 9.72 | -1.96 | -4.29 |
3 Years Annualised | 2.39 | -1.21 | -3.35 |
5 Years Annualised | 3.72 | -1.41 | -2.70 |
10 Years Annualised | 4.53 | -1.21 | -2.53 |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.06 | - | - | - |
2023 | 2.41 | -1.32 | 1.10 | 5.07 |
2022 | -3.81 | -6.26 | -4.97 | 4.76 |
2021 | 0.12 | 3.48 | 0.92 | 2.01 |
2020 | -13.42 | 11.56 | 0.69 | 7.63 |
2019 | 5.95 | 3.65 | 2.27 | 0.91 |
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