Algebris UCITS Funds plc - Algebris Financial Income Fund M EUR 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 | 22.43 | -15.82 | 17.94 | 9.77 | 12.84 | 3.12 | 12.54 | 6.34 |
+/- Category | 13.81 | -9.97 | 11.70 | 1.63 | 10.21 | 11.13 | 6.73 | 3.70 |
+/- Category Index | - | - | - | -0.33 | 8.24 | 10.43 | 4.14 | 3.04 |
% Rank in Category | 1 | 100 | 1 | 35 | 2 | 2 | 2 | 4 |
Trailing Returns (GBP) | 30/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.36 | -0.11 | -0.45 |
1 Week | -0.89 | -0.15 | -0.19 |
1 Month | -0.25 | 1.61 | 1.39 |
3 Months | 6.41 | 4.85 | 4.63 |
6 Months | 16.85 | 8.62 | 8.58 |
YTD | 6.08 | 4.86 | 4.47 |
1 Year | 20.17 | 13.68 | 13.28 |
3 Years Annualised | 8.02 | 7.88 | 6.27 |
5 Years Annualised | 10.44 | 7.50 | 6.26 |
10 Years Annualised | 8.15 | 3.86 | 2.60 |
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 | 6.34 | - | - | - |
2023 | -1.41 | 1.06 | 4.51 | 8.07 |
2022 | -0.06 | -6.72 | -1.57 | 12.37 |
2021 | 5.81 | 3.76 | 3.39 | -0.59 |
2020 | -21.66 | 19.11 | 0.02 | 17.62 |
2019 | 3.72 | 8.42 | 1.57 | 3.25 |
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