Vulcan Value Equity GBP II IncRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
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Annual Returns (GBP) | 30/04/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/04 | |
Price Return | 6.42 | -2.40 | 38.73 | 8.08 | 22.61 | -32.22 | 34.35 | 9.22 |
+/- Category | -3.32 | -0.98 | 15.32 | -6.02 | -3.66 | -22.79 | 17.12 | 1.22 |
+/- Category Index | -4.11 | -3.24 | 12.94 | -8.67 | -4.49 | -22.44 | 15.22 | 1.44 |
% Rank in Category | 83 | 69 | 1 | 83 | 83 | 100 | 1 | 29 |
Trailing Returns (GBP) | 02/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.22 | -0.97 | -0.95 |
1 Week | -2.08 | -1.92 | -1.96 |
1 Month | -4.12 | -2.32 | -3.09 |
3 Months | 3.02 | -1.48 | -1.60 |
6 Months | 21.88 | 5.93 | 4.82 |
YTD | 7.12 | -1.29 | -2.44 |
1 Year | 31.58 | 7.68 | 4.18 |
3 Years Annualised | 1.58 | -8.57 | -9.48 |
5 Years Annualised | 8.71 | -4.09 | -5.12 |
10 Years Annualised | 11.15 | -2.76 | -4.01 |
Category: US Large-Cap Blend Equity | |||
Category Index: Morningstar US LM NR USD |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 13.11 | - | - | - |
2023 | 11.65 | 6.82 | -0.51 | 13.22 |
2022 | -11.95 | -23.58 | 0.73 | -0.01 |
2021 | 6.12 | 11.97 | 2.58 | 0.58 |
2020 | -23.49 | 24.48 | 2.56 | 10.65 |
2019 | 12.97 | 7.19 | 6.02 | 8.06 |
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