Algebris UCITS Funds plc - Algebris Financial Income Fund BD USD Inc HedgedRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/08/2019 |
|
Annual Returns (GBP) | 31/08/2019 | |||||||
2014 | 2015 | 2016 | 2017 | 2018 | 31/08 | |||
Price Return | 13.41 | 9.35 | 28.80 | 9.16 | -9.49 | 16.74 | ||
+/- Category | 4.97 | 6.55 | 4.22 | 7.33 | -8.69 | - | ||
+/- Category Index | - | - | - | - | - | - | ||
% Rank in Category | 10 | 3 | 12 | 7 | 100 | 22 |
Trailing Returns (GBP) | 16/08/2019 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.97 | 0.92 | 1.36 |
1 Week | -1.36 | -1.18 | -0.46 |
1 Month | -1.86 | -0.91 | -0.48 |
3 Months | 4.28 | 1.24 | 1.24 |
6 Months | 9.91 | 1.49 | 1.43 |
YTD | 17.09 | 13.78 | 13.73 |
1 Year | 3.51 | -4.83 | -6.02 |
3 Years Annualised | 10.54 | 7.02 | 5.78 |
5 Years Annualised | 12.27 | 8.06 | 6.61 |
10 Years Annualised | - | - | - |
Category: USD Moderate Allocation | |||
Category Index: Morningstar EAA USD Mod Tgt Alloc NR USD |
Quarterly Returns (GBP) | 31/08/2019 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2019 | 6.17 | 7.63 | - | - |
2018 | -3.94 | 1.89 | 2.98 | -10.19 |
2017 | 4.95 | 0.68 | 1.03 | 2.25 |
2016 | -4.11 | 4.27 | 10.72 | 16.34 |
2015 | 13.10 | -5.51 | -2.20 | 4.62 |
2014 | 4.46 | -2.21 | 5.57 | 5.16 |
|
Advertisement |