WS Ruffer Total Return Fund J IncomeRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
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Annual Returns (GBP) | 30/04/2024 | |||||||
2020 | 2021 | 2022 | 2023 | 30/04 | ||||
Price Return | 11.99 | 9.13 | 4.53 | -6.03 | -0.05 | |||
+/- Category | 7.38 | 0.40 | 14.47 | -12.04 | -2.03 | |||
+/- Category Index | 6.70 | 1.14 | 13.79 | -15.29 | -2.23 | |||
% Rank in Category | 4 | 36 | 5 | 97 | 78 |
Trailing Returns (GBP) | 15/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.96 | 0.55 | 1.01 |
1 Week | 0.96 | -0.02 | 0.38 |
1 Month | 1.34 | -1.78 | -1.95 |
3 Months | 4.14 | -0.26 | -0.01 |
6 Months | 2.54 | -6.15 | -6.69 |
YTD | 1.31 | -3.19 | -3.63 |
1 Year | -1.56 | -10.00 | -12.78 |
3 Years Annualised | 0.13 | -1.69 | -3.13 |
5 Years Annualised | 5.16 | 1.61 | 0.68 |
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 | -1.07 | - | - | - |
2023 | -0.98 | -6.06 | -0.54 | 1.57 |
2022 | 4.04 | -4.75 | 1.28 | 4.15 |
2021 | 6.72 | 0.61 | 0.15 | 1.48 |
2020 | -0.78 | 6.33 | 1.14 | 4.95 |
2019 | - | - | 2.83 | 0.65 |
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