Vulcan Value Equity USDRegister 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 | 6.14 | -2.53 | 38.26 | 7.87 | 22.17 | -31.44 | 33.33 | 8.92 |
+/- Category | -3.60 | -1.10 | 14.85 | -6.22 | -4.10 | -22.00 | 16.10 | 0.91 |
+/- Category Index | -4.39 | -3.37 | 12.47 | -8.88 | -4.93 | -21.65 | 14.20 | 1.13 |
% Rank in Category | 85 | 70 | 1 | 83 | 85 | 100 | 1 | 35 |
Trailing Returns (GBP) | 02/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.18 | -0.57 | -0.54 |
1 Week | -1.87 | -1.70 | -1.74 |
1 Month | -3.81 | -2.01 | -2.79 |
3 Months | 3.54 | -0.96 | -1.08 |
6 Months | 21.88 | 5.93 | 4.82 |
YTD | 7.48 | -0.92 | -2.08 |
1 Year | 31.63 | 7.73 | 4.23 |
3 Years Annualised | 1.84 | -8.31 | -9.23 |
5 Years Annualised | 8.72 | -4.08 | -5.12 |
10 Years Annualised | 11.01 | -2.90 | -4.14 |
Category: US Large-Cap Blend Equity | |||
Category Index: Morningstar US LM NR USD |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 12.96 | - | - | - |
2023 | 10.77 | 6.89 | -0.50 | 13.18 |
2022 | -11.40 | -23.27 | 0.45 | 0.41 |
2021 | 5.93 | 12.14 | 2.31 | 0.52 |
2020 | -23.40 | 24.54 | 2.02 | 10.84 |
2019 | 12.76 | 6.94 | 5.94 | 8.22 |
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