WS Doherty Distribution Fund B AccumulationRegister 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 | 5.46 | -6.52 | 11.44 | -3.49 | 1.69 | -12.12 | 6.81 | -3.46 |
+/- Category | -2.54 | 0.70 | -0.79 | -8.10 | -7.04 | -2.18 | 0.79 | -5.44 |
+/- Category Index | - | - | - | -8.78 | -6.30 | -2.86 | -2.46 | -5.64 |
% Rank in Category | 75 | 51 | 59 | 90 | 96 | 65 | 49 | 97 |
Trailing Returns (GBP) | 17/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.00 | 0.09 | 0.21 |
1 Week | -0.02 | -0.50 | -0.24 |
1 Month | 0.03 | -3.19 | -3.07 |
3 Months | -1.46 | -5.75 | -5.39 |
6 Months | 1.11 | -7.36 | -7.48 |
YTD | -3.51 | -7.89 | -8.24 |
1 Year | 1.44 | -7.15 | -9.35 |
3 Years Annualised | -2.94 | -4.54 | -6.16 |
5 Years Annualised | -1.14 | -4.55 | -5.58 |
10 Years Annualised | - | - | - |
Category: GBP Flexible Allocation | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | -0.94 | - | - | - |
2023 | 1.42 | -1.13 | -0.57 | 7.12 |
2022 | -4.91 | -6.65 | -5.95 | 5.27 |
2021 | -0.46 | 2.63 | 0.33 | -0.79 |
2020 | -16.60 | 9.59 | -1.24 | 6.93 |
2019 | 4.11 | 1.88 | 1.72 | 3.29 |
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