Trojan Income Fund X IncomeRegister 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 | 6.30 | -7.01 | 20.64 | -9.51 | 15.73 | -12.38 | 5.26 | 0.76 |
+/- Category | -4.44 | 3.54 | 1.69 | 3.04 | -2.08 | -8.94 | -1.50 | -4.07 |
+/- Category Index | - | - | - | - | - | - | -2.36 | -5.38 |
% Rank in Category | 85 | 16 | 45 | 32 | 67 | 89 | 78 | 93 |
Trailing Returns (GBP) | 02/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.16 | 0.05 | -0.49 |
1 Week | 0.49 | -0.57 | -0.83 |
1 Month | -1.22 | -3.10 | -4.53 |
3 Months | -0.69 | -6.98 | -9.09 |
6 Months | 6.20 | -6.39 | -5.88 |
YTD | 0.42 | -4.15 | -6.14 |
1 Year | 0.00 | -6.39 | -8.77 |
3 Years Annualised | 1.08 | -4.24 | -6.68 |
5 Years Annualised | 1.09 | -3.17 | -4.12 |
10 Years Annualised* | 3.96 | -0.76 | -1.58 |
Category: UK Equity Income | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.25 | - | - | - |
2023 | 2.12 | -0.86 | 0.37 | 3.59 |
2022 | -6.36 | -8.95 | -2.28 | 5.16 |
2021 | -0.62 | 6.53 | 1.65 | 7.53 |
2020 | -18.79 | 8.90 | 0.71 | 1.59 |
2019 | 9.46 | 3.07 | 3.99 | 2.82 |
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