Artemis Monthly Distribution Fund I IncRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 29/02/2024 |
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Annual Returns (GBP) | 29/02/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 29/02 | |
Price Return | 8.97 | -7.77 | 13.04 | 0.78 | 14.05 | -5.61 | 7.00 | 3.77 |
+/- Category | 1.52 | -2.28 | 0.63 | -3.30 | 5.99 | 4.85 | -0.53 | 3.21 |
+/- Category Index | - | - | - | -4.51 | 6.06 | 3.65 | -2.27 | 2.52 |
% Rank in Category | 25 | 88 | 39 | 77 | 3 | 10 | 58 | 1 |
Trailing Returns (GBP) | 28/03/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.21 | 0.09 | -0.12 |
1 Week | 1.20 | 0.23 | 0.12 |
1 Month | 4.73 | 2.71 | 2.27 |
3 Months | 8.52 | 5.84 | 5.12 |
6 Months | 14.86 | 6.72 | 5.54 |
YTD | 8.32 | 5.83 | 4.79 |
1 Year | 17.95 | 9.05 | 7.02 |
3 Years Annualised | 6.48 | 4.64 | 3.24 |
5 Years Annualised | 6.16 | 2.86 | 1.53 |
10 Years Annualised | 6.59 | 2.66 | 1.07 |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 29/02/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2023 | -0.86 | -0.39 | 2.52 | 5.68 |
2022 | -1.20 | -6.33 | -2.15 | 4.23 |
2021 | 4.15 | 3.26 | 1.69 | 4.29 |
2020 | -16.20 | 10.17 | 1.88 | 7.15 |
2019 | 5.75 | 3.78 | 1.91 | 1.07 |
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