Vulcan Value Equity USD III IncRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
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Annual Returns (GBP) | 30/04/2024 | |||||||
2021 | 2022 | 2023 | 30/04 | |||||
Price Return | 22.60 | -31.50 | 33.79 | 9.04 | ||||
+/- Category | -3.67 | -22.06 | 16.56 | 1.04 | ||||
+/- Category Index | -4.50 | -21.71 | 14.66 | 1.26 | ||||
% Rank in Category | 83 | 100 | 1 | 32 |
Trailing Returns (GBP) | 02/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.18 | -0.57 | -0.54 |
1 Week | -1.86 | -1.69 | -1.73 |
1 Month | -3.78 | -1.98 | -2.76 |
3 Months | 3.63 | -0.87 | -0.99 |
6 Months | 22.09 | 6.14 | 5.03 |
YTD | 7.61 | -0.80 | -1.95 |
1 Year | 32.08 | 8.19 | 4.69 |
3 Years Annualised | 2.05 | -8.11 | -9.02 |
5 Years Annualised | - | - | - |
10 Years Annualised | - | - | - |
Category: US Large-Cap Blend Equity | |||
Category Index: Morningstar US LM NR USD |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 13.05 | - | - | - |
2023 | 10.87 | 6.98 | -0.42 | 13.28 |
2022 | -11.72 | -23.20 | 0.54 | 0.50 |
2021 | 6.02 | 12.24 | 2.40 | 0.61 |
2020 | - | - | - | 10.94 |
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