Fundsmith Equity Fund I USD IncRegister 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 | 22.24 | 2.51 | 25.06 | 17.43 | 20.03 | -12.08 | 10.91 | 9.46 |
+/- Category | 5.22 | 7.26 | 0.83 | -6.27 | 5.46 | 6.00 | -5.11 | 0.21 |
+/- Category Index | - | - | - | - | 1.96 | 6.89 | -11.40 | -0.55 |
% Rank in Category | 3 | 3 | 48 | 64 | 26 | 22 | 74 | 43 |
Trailing Returns (GBP) | 18/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.50 | 0.36 | -0.30 |
1 Week | -1.30 | 1.25 | 1.99 |
1 Month | -1.65 | -0.02 | -0.52 |
3 Months | 7.71 | 1.05 | 1.22 |
6 Months | 12.14 | -0.52 | -2.22 |
YTD | 6.87 | 1.96 | 0.04 |
1 Year | 8.44 | -5.49 | -11.36 |
3 Years Annualised | 5.66 | 3.25 | 0.01 |
5 Years Annualised | 9.65 | 0.53 | -1.73 |
10 Years Annualised | 15.29 | 4.44 | 2.53 |
Category: Global Large-Cap Growth Equity | |||
Category Index: Morningstar Gbl Growth TME NR USD |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 9.46 | - | - | - |
2023 | 6.17 | 0.42 | -0.76 | 4.82 |
2022 | -8.92 | -8.17 | 1.32 | 3.75 |
2021 | 0.73 | 11.55 | 0.51 | 6.29 |
2020 | -7.79 | 15.35 | 5.75 | 4.40 |
2019 | 15.26 | 6.94 | 1.56 | -0.09 |
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