Algebris UCITS Funds plc - Algebris Financial Income Fund RD EUR 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 | 20.24 | -17.33 | 15.83 | 7.84 | 10.81 | 1.28 | 10.53 | 5.88 |
+/- Category | 11.63 | -11.49 | 9.60 | -0.31 | 8.18 | 9.29 | 4.72 | 3.23 |
+/- Category Index | - | - | - | -2.27 | 6.21 | 8.59 | 2.13 | 2.58 |
% Rank in Category | 1 | 100 | 2 | 55 | 4 | 3 | 5 | 4 |
Trailing Returns (GBP) | 30/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.38 | -0.13 | -0.47 |
1 Week | -0.93 | -0.20 | -0.23 |
1 Month | -0.42 | 1.44 | 1.22 |
3 Months | 5.93 | 4.38 | 4.16 |
6 Months | 15.81 | 7.58 | 7.54 |
YTD | 5.44 | 4.21 | 3.83 |
1 Year | 18.01 | 11.51 | 11.11 |
3 Years Annualised | 6.08 | 5.95 | 4.34 |
5 Years Annualised | 8.47 | 5.53 | 4.29 |
10 Years Annualised | 6.21 | 1.92 | 0.67 |
Category: EUR Moderate Allocation - Global | |||
Category Index: Morningstar EU Mod Gbl Tgt Alloc NR EUR |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 5.88 | - | - | - |
2023 | -1.86 | 0.60 | 4.05 | 7.59 |
2022 | -0.51 | -7.14 | -2.02 | 11.88 |
2021 | 5.33 | 3.30 | 2.92 | -1.04 |
2020 | -22.02 | 18.59 | -0.43 | 17.12 |
2019 | 3.27 | 7.95 | 1.09 | 2.78 |
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