McInroy & Wood Smaller Companies Fund Personal IncRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
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Annual Returns (GBP) | 30/04/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/04 | |
Price Return | 18.73 | -4.15 | 22.45 | 19.17 | 12.96 | -23.64 | 5.39 | -0.42 |
+/- Category | 3.95 | 6.49 | 3.58 | 5.83 | -3.55 | -11.71 | -3.67 | -2.34 |
+/- Category Index | 6.49 | - | 1.90 | 8.18 | -4.44 | -16.36 | -4.33 | -3.67 |
% Rank in Category | 28 | 7 | 18 | 26 | 76 | 86 | 79 | 77 |
Trailing Returns (GBP) | 03/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.47 | -0.48 | 0.13 |
1 Week | 1.22 | 0.26 | 0.92 |
1 Month | -0.96 | 0.13 | 0.00 |
3 Months | 1.48 | -2.49 | -3.78 |
6 Months | 9.68 | -3.63 | -4.73 |
YTD | -0.42 | -2.56 | -5.04 |
1 Year | 0.63 | -8.38 | -15.34 |
3 Years Annualised | -5.34 | -4.10 | -9.67 |
5 Years Annualised | 2.88 | -2.84 | -5.14 |
10 Years Annualised | 7.73 | 0.02 | -2.23 |
Category: Global Small/Mid-Cap Equity | |||
Category Index: Morningstar Gbl SMID NR USD |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.22 | - | - | - |
2023 | 1.15 | 4.59 | -4.82 | 4.68 |
2022 | -13.25 | -12.02 | -5.40 | 5.75 |
2021 | 1.09 | 6.11 | 2.92 | 2.31 |
2020 | -18.53 | 19.90 | 4.78 | 16.43 |
2019 | 6.47 | 10.16 | 0.71 | 3.68 |
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