Vulcan Value Equity USD II AccRegister 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 | 6.40 | -2.28 | 38.61 | 8.14 | 22.48 | -31.26 | 33.66 | 13.03 |
+/- Category | -3.34 | -0.85 | 15.19 | -5.95 | -3.79 | -21.83 | 16.43 | 2.08 |
+/- Category Index | -4.12 | -3.11 | 12.82 | -8.61 | -4.62 | -21.48 | 14.53 | 1.56 |
% Rank in Category | 83 | 68 | 1 | 83 | 83 | 100 | 1 | 11 |
Trailing Returns (GBP) | 30/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -1.31 | -0.97 | 0.06 |
1 Week | -1.06 | -0.93 | 0.35 |
1 Month | -3.56 | -0.92 | -0.25 |
3 Months | 7.80 | 2.40 | 1.83 |
6 Months | 26.88 | 8.29 | 9.45 |
YTD | 9.01 | 0.77 | 1.23 |
1 Year | 33.07 | 9.90 | 9.72 |
3 Years Annualised | 2.55 | -7.32 | -7.76 |
5 Years Annualised | 9.25 | -3.31 | -4.08 |
10 Years Annualised | 11.51 | -2.35 | -3.45 |
Category: US Large-Cap Blend Equity | |||
Category Index: Morningstar US LM NR USD |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 13.03 | - | - | - |
2023 | 10.84 | 6.95 | -0.44 | 13.25 |
2022 | -11.35 | -23.22 | 0.51 | 0.47 |
2021 | 6.00 | 12.21 | 2.37 | 0.59 |
2020 | -23.35 | 24.62 | 2.08 | 10.91 |
2019 | 12.83 | 7.01 | 6.01 | 8.29 |
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