Scottish Widows Ethical Fund XRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/03/2024 |
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Annual Returns (GBP) | 31/03/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/03 | |
Price Return | 17.57 | -7.60 | 30.37 | -6.64 | 10.32 | -3.59 | 8.09 | -1.49 |
+/- Category | 1.45 | 4.58 | 6.62 | -1.63 | -6.02 | 8.09 | 0.09 | -4.44 |
+/- Category Index | - | - | - | - | - | - | 0.47 | -4.92 |
% Rank in Category | 4 | 18 | 20 | 59 | 87 | 23 | 45 | 98 |
Trailing Returns (GBP) | 19/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.91 | 1.42 | 0.71 |
1 Week | -0.81 | 1.84 | 0.42 |
1 Month | -0.69 | -0.85 | -2.93 |
3 Months | -0.08 | -3.92 | -6.73 |
6 Months | 3.70 | -5.29 | -4.15 |
YTD | -4.35 | -4.84 | -7.13 |
1 Year | -3.94 | -6.78 | -7.81 |
3 Years Annualised | 1.02 | 0.89 | -5.39 |
5 Years Annualised | 2.96 | 0.23 | -1.26 |
10 Years Annualised | 5.42 | 0.74 | -0.02 |
Category: UK Flex-Cap Equity | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | -1.49 | - | - | - |
2023 | 3.85 | -0.45 | -2.83 | 7.59 |
2022 | -3.31 | -0.51 | -10.40 | 11.84 |
2021 | 2.84 | 4.69 | 0.00 | 2.47 |
2020 | -24.18 | 10.82 | -1.10 | 12.35 |
2019 | 9.98 | 9.07 | 3.61 | 4.90 |
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