Barclays Portfolios SICAV - Barclays GlobalBeta Portfolio 5 R Inc USDRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 29/02/2024 |
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Annual Returns (GBP) | 29/02/2024 | |||||||
2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 29/02 | ||
Price Return | 1.75 | 16.00 | 8.16 | 16.31 | 3.47 | 6.84 | 4.45 | |
+/- Category | 5.05 | 2.02 | 2.26 | 3.53 | 7.41 | 0.86 | 1.11 | |
+/- Category Index | - | - | - | 1.75 | 8.42 | -4.95 | 0.29 | |
% Rank in Category | 6 | 27 | 33 | 24 | 11 | 41 | 19 |
Trailing Returns (GBP) | 27/03/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.37 | 0.07 | 0.31 |
1 Week | 1.87 | 1.15 | 1.74 |
1 Month | 3.37 | 0.30 | 0.66 |
3 Months | 8.34 | 1.56 | 2.18 |
6 Months | 7.90 | -2.65 | -8.75 |
YTD | 7.45 | 0.89 | 1.30 |
1 Year | 15.32 | 1.25 | -3.14 |
3 Years Annualised | 10.74 | 3.88 | 5.57 |
5 Years Annualised | 10.91 | 4.04 | 2.22 |
10 Years Annualised | - | - | - |
Category: USD Aggressive Allocation | |||
Category Index: Morningstar EAA USD Agg Tgt Alloc NR USD |
Quarterly Returns (GBP) | 29/02/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2023 | 1.16 | -0.08 | 4.54 | 1.12 |
2022 | -0.42 | 0.22 | 9.09 | -4.96 |
2021 | 1.65 | 6.37 | 3.00 | 4.44 |
2020 | -9.19 | 17.98 | -1.54 | 2.54 |
2019 | 6.41 | 7.87 | 5.97 | -4.63 |
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