CFP SDL UK Buffettology Fund General IncomeRegister 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 | 25.63 | 0.37 | 25.25 | 3.85 | 8.77 | -23.38 | 1.10 | 4.79 |
+/- Category | 6.09 | 15.31 | -5.58 | 6.78 | -6.03 | -1.22 | -4.80 | 3.11 |
+/- Category Index | - | - | - | - | - | - | -15.46 | 1.75 |
% Rank in Category | 59 | 4 | 62 | 61 | 87 | 62 | 86 | 13 |
Trailing Returns (GBP) | 18/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.18 | -0.30 | -0.60 |
1 Week | -1.29 | 0.95 | 0.41 |
1 Month | -0.91 | -0.79 | -0.88 |
3 Months | 3.79 | -0.60 | -0.08 |
6 Months | 12.89 | 1.39 | -0.88 |
YTD | 2.44 | 2.48 | 2.72 |
1 Year | 4.07 | 1.48 | -2.74 |
3 Years Annualised | -6.20 | -1.49 | -4.73 |
5 Years Annualised | 0.04 | -1.19 | -2.41 |
10 Years Annualised | 7.59 | 3.18 | 2.60 |
Category: UK Mid-Cap Equity | |||
Category Index: Morningstar UK SMID Cap TME NR GBP |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.79 | - | - | - |
2023 | -2.50 | 1.09 | -1.44 | 4.08 |
2022 | -14.40 | -12.14 | -6.30 | 8.71 |
2021 | -0.39 | 6.90 | 5.53 | -3.21 |
2020 | -26.04 | 19.82 | 2.74 | 14.06 |
2019 | 3.85 | 9.51 | 1.11 | 8.91 |
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