Rathbone Income Fund Institutional IncRegister 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 | 8.22 | -8.55 | 18.59 | -10.58 | 20.58 | 0.07 | 7.57 | 0.43 |
+/- Category | -2.51 | 2.01 | -0.36 | 1.98 | 2.78 | 3.51 | 0.81 | -1.93 |
+/- Category Index | - | - | - | - | - | - | -0.05 | -3.00 |
% Rank in Category | 73 | 27 | 65 | 40 | 26 | 38 | 52 | 91 |
Trailing Returns (GBP) | 30/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.04 | -0.67 | 0.15 |
1 Week | 1.13 | -0.72 | -0.19 |
1 Month | 2.42 | 0.37 | -0.20 |
3 Months | 4.11 | -2.13 | -3.56 |
6 Months | 11.74 | -3.27 | -2.08 |
YTD | 2.86 | -1.82 | -3.28 |
1 Year | 5.38 | -1.84 | -1.73 |
3 Years Annualised | 6.79 | 1.52 | -0.83 |
5 Years Annualised | 5.00 | 0.79 | 0.05 |
10 Years Annualised | 5.64 | 0.78 | 0.08 |
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 | 4.98 |
2022 | -0.62 | -6.91 | -2.79 | 11.28 |
2021 | 7.37 | 5.14 | 1.40 | 5.34 |
2020 | -26.21 | 10.85 | -3.27 | 13.02 |
2019 | 8.93 | 2.49 | 1.82 | 4.32 |
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