Vulcan Value Equity USD III AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/03/2024 |
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Annual Returns (GBP) | 31/03/2024 | |||||||
2021 | 2022 | 2023 | 31/03 | |||||
Price Return | 22.60 | -31.20 | 33.79 | 13.06 | ||||
+/- Category | -3.67 | -21.76 | 16.56 | 2.11 | ||||
+/- Category Index | -4.50 | -21.41 | 14.67 | 1.59 | ||||
% Rank in Category | 83 | 100 | 1 | 11 |
Trailing Returns (GBP) | 01/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -1.49 | -0.70 | -1.41 |
1 Week | -2.92 | -1.45 | -1.43 |
1 Month | -5.51 | -1.77 | -1.79 |
3 Months | 4.17 | -0.16 | 0.01 |
6 Months | 23.90 | 7.68 | 7.86 |
YTD | 7.42 | 0.29 | -0.28 |
1 Year | 30.71 | 9.24 | 7.91 |
3 Years Annualised | 2.14 | -7.71 | -8.14 |
5 Years Annualised | - | - | - |
10 Years Annualised | - | - | - |
Category: US Large-Cap Blend Equity | |||
Category Index: Morningstar US LM NR USD |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 13.06 | - | - | - |
2023 | 10.87 | 6.98 | -0.41 | 13.28 |
2022 | -11.33 | -23.20 | 0.54 | 0.50 |
2021 | 6.02 | 12.24 | 2.40 | 0.61 |
2020 | - | - | - | 10.94 |
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