Artemis Monthly Distribution Fund R 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 | 8.26 | -8.36 | 12.33 | 0.12 | 13.31 | -6.22 | 6.36 | 8.16 |
+/- Category | 0.81 | -2.88 | -0.09 | -3.97 | 5.24 | 4.24 | -1.17 | 5.24 |
+/- Category Index | - | - | - | -5.17 | 5.31 | 3.04 | -2.91 | 4.54 |
% Rank in Category | 35 | 92 | 50 | 81 | 4 | 13 | 67 | 1 |
Trailing Returns (GBP) | 23/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.16 | -0.33 | -0.01 |
1 Week | 0.91 | 0.56 | -0.02 |
1 Month | -0.20 | 0.81 | 0.62 |
3 Months | 7.88 | 5.12 | 4.38 |
6 Months | 14.64 | 5.05 | 4.30 |
YTD | 7.49 | 5.98 | 4.94 |
1 Year | 13.25 | 7.12 | 5.22 |
3 Years Annualised | 4.92 | 4.22 | 2.74 |
5 Years Annualised | 4.82 | 2.07 | 0.88 |
10 Years Annualised | 5.81 | 2.00 | 0.44 |
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 | -1.01 | -0.54 | 2.35 | 5.54 |
2022 | -1.35 | -6.47 | -2.32 | 4.06 |
2021 | 3.98 | 3.09 | 1.52 | 4.12 |
2020 | -16.36 | 9.99 | 1.72 | 6.98 |
2019 | 5.59 | 3.61 | 1.75 | 0.91 |
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