Edmond de Rothschild Fund - Income Europe R EURRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/03/2024 |
|
Annual Returns (GBP) | 31/03/2024 | |||||||
2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/03 | ||
Price Return | -5.29 | 0.71 | 1.97 | -2.33 | -2.99 | 4.51 | 0.42 | |
+/- Category | -1.57 | -0.04 | -4.40 | 0.32 | 2.22 | 0.23 | -0.05 | |
+/- Category Index | -4.81 | -1.58 | -7.05 | 1.76 | 5.46 | -0.45 | 0.48 | |
% Rank in Category | 81 | 53 | 95 | 41 | 30 | 46 | 49 |
Trailing Returns (GBP) | 25/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.51 | -0.36 | -0.83 |
1 Week | 0.34 | 0.47 | 0.23 |
1 Month | -0.77 | 0.21 | 0.17 |
3 Months | 1.01 | -0.13 | 0.04 |
6 Months | 4.43 | -0.71 | -0.85 |
YTD | -0.35 | -0.06 | 0.64 |
1 Year | 2.26 | 0.03 | 0.90 |
3 Years Annualised | -0.21 | 1.31 | 1.97 |
5 Years Annualised | 0.31 | -0.05 | 0.06 |
10 Years Annualised | - | - | - |
Category: EUR Cautious Allocation | |||
Category Index: Morningstar EU Cau Tgt Alloc NR EUR |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 0.42 | - | - | - |
2023 | 0.25 | -1.54 | 1.35 | 4.46 |
2022 | -1.77 | -5.37 | -1.42 | 5.86 |
2021 | -3.62 | 2.72 | 0.29 | -1.63 |
2020 | -9.59 | 9.45 | 0.63 | 2.41 |
2019 | -0.29 | 4.70 | 0.83 | -4.33 |
|
Advertisement |