Artemis Monthly Distribution Fund R 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 | 8.28 | -8.37 | 11.96 | 0.14 | 13.35 | -6.23 | 6.39 | 8.16 |
+/- Category | 0.83 | -2.88 | -0.46 | -3.94 | 5.28 | 4.23 | -1.14 | 5.23 |
+/- Category Index | - | - | - | -5.15 | 5.35 | 3.03 | -2.87 | 4.54 |
% Rank in Category | 35 | 92 | 56 | 81 | 4 | 13 | 67 | 1 |
Trailing Returns (GBP) | 24/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.00 | -0.15 | 0.12 |
1 Week | 1.09 | 0.29 | 0.26 |
1 Month | -0.19 | 0.66 | 0.75 |
3 Months | 7.59 | 4.77 | 4.16 |
6 Months | 14.55 | 4.87 | 4.82 |
YTD | 7.50 | 5.83 | 5.08 |
1 Year | 13.49 | 7.23 | 5.51 |
3 Years Annualised | 4.94 | 4.15 | 2.79 |
5 Years Annualised | 4.80 | 2.06 | 0.87 |
10 Years Annualised | 5.80 | 1.99 | 0.45 |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 8.16 | - | - | - |
2023 | -0.98 | -0.54 | 2.37 | 5.53 |
2022 | -1.36 | -6.47 | -2.31 | 4.06 |
2021 | 4.01 | 3.10 | 1.51 | 4.14 |
2020 | -16.35 | 10.01 | 1.76 | 6.93 |
2019 | 5.25 | 3.61 | 1.74 | 0.91 |
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