Diversified Growth Company - Swiss Excellence Class A CHFRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/03/2024 |
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Annual Returns (GBP) | 31/03/2024 | |||||||
2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/03 | ||
Price Return | -13.16 | 24.35 | 10.72 | 20.51 | -11.75 | 13.22 | 1.88 | |
+/- Category | -6.74 | -1.72 | 0.28 | 0.51 | -2.99 | 2.26 | 1.83 | |
+/- Category Index | - | - | - | -1.84 | -4.53 | 4.57 | 2.03 | |
% Rank in Category | 92 | 81 | 37 | 53 | 79 | 20 | 9 |
Trailing Returns (GBP) | 18/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.17 | 0.32 | -0.03 |
1 Week | -1.42 | 0.02 | -0.37 |
1 Month | -3.25 | 0.13 | 0.08 |
3 Months | 1.79 | 1.84 | 3.17 |
6 Months | 7.53 | 3.70 | 6.13 |
YTD | -1.87 | 1.23 | 1.76 |
1 Year | 0.03 | 1.25 | 2.79 |
3 Years Annualised | 4.22 | -0.17 | -1.14 |
5 Years Annualised | 7.92 | -0.39 | -0.23 |
10 Years Annualised | - | - | - |
Category: Switzerland Equity | |||
Category Index: Morningstar Switzerland TME NR CHF |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.88 | - | - | - |
2023 | 7.76 | -0.01 | -2.43 | 7.69 |
2022 | -6.42 | -10.83 | -0.55 | 6.34 |
2021 | -1.08 | 10.44 | -0.80 | 11.20 |
2020 | -11.33 | 14.93 | 2.41 | 6.09 |
2019 | 8.47 | 10.32 | 1.47 | 2.41 |
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