Rathbone Income Fund Institutional 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 | 8.23 | -8.54 | 18.45 | -10.61 | 20.56 | 0.08 | 7.55 | 0.43 |
+/- Category | -2.50 | 2.02 | -0.49 | 1.95 | 2.75 | 3.52 | 0.80 | -1.93 |
+/- Category Index | - | - | - | - | - | - | -0.07 | -3.00 |
% Rank in Category | 73 | 27 | 66 | 41 | 26 | 38 | 52 | 91 |
Trailing Returns (GBP) | 16/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -1.45 | -0.05 | 0.42 |
1 Week | -1.09 | 0.15 | 0.23 |
1 Month | 0.36 | -0.79 | -1.01 |
3 Months | 0.12 | -3.26 | -3.87 |
6 Months | 4.73 | -2.91 | -0.26 |
YTD | -1.17 | -2.31 | -2.94 |
1 Year | 0.76 | -2.40 | -2.34 |
3 Years Annualised | 4.84 | 0.91 | -1.16 |
5 Years Annualised | 4.15 | 0.68 | 0.16 |
10 Years Annualised | 5.48 | 0.75 | 0.07 |
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 | 0.43 | - | - | - |
2023 | 1.87 | -0.95 | 1.55 | 4.96 |
2022 | -0.62 | -6.90 | -2.79 | 11.28 |
2021 | 7.37 | 5.14 | 1.40 | 5.32 |
2020 | -26.21 | 10.79 | -3.27 | 13.05 |
2019 | 8.82 | 2.49 | 1.82 | 4.31 |
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