Algebris UCITS Funds plc - Algebris Financial Income Fund R CHF Acc HedgedRegister 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 | 9.74 | -14.38 | 19.76 | 8.43 | 15.41 | 6.07 | 15.05 | 0.60 |
+/- Category | 7.15 | -11.61 | 10.20 | -0.44 | 9.74 | 10.83 | 6.09 | 1.68 |
+/- Category Index | 6.85 | -15.72 | 9.96 | -1.43 | 7.50 | 12.61 | -1.20 | -1.32 |
% Rank in Category | 3 | 99 | 1 | 62 | 1 | 2 | 4 | 14 |
Trailing Returns (GBP) | 22/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.15 | 0.47 | 1.15 |
1 Week | 2.10 | 1.96 | 3.73 |
1 Month | 0.90 | 2.37 | 2.52 |
3 Months | 4.30 | 4.67 | 1.95 |
6 Months | 12.82 | 8.78 | 5.28 |
YTD | 1.07 | 4.75 | 1.29 |
1 Year | 15.45 | 12.56 | 5.53 |
3 Years Annualised | 10.46 | 7.45 | 4.86 |
5 Years Annualised | 11.33 | 6.36 | 5.02 |
10 Years Annualised | 8.21 | 3.68 | 0.94 |
Category: CHF Moderate Allocation | |||
Category Index: Cat 50%Citi SwissGBI&50%MSCI Wld Free NR |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 0.60 | - | - | - |
2023 | -2.77 | 1.79 | 4.30 | 11.46 |
2022 | 0.90 | -5.03 | 1.63 | 8.91 |
2021 | 2.99 | 4.10 | 4.36 | 3.14 |
2020 | -20.27 | 18.40 | -1.67 | 16.81 |
2019 | 4.01 | 8.65 | 3.19 | 2.69 |
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