StocksPLUS™ Fund E USD AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/05/2024 |
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Annual Returns (GBP) | 31/05/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/05 | |
Price Return | 10.61 | -0.87 | 26.34 | 13.87 | 27.98 | -12.91 | 18.06 | 11.27 |
+/- Category | 0.87 | 0.56 | 2.92 | -0.22 | 1.71 | -3.48 | 0.83 | 1.56 |
+/- Category Index | 0.08 | -1.70 | 0.55 | -2.88 | 0.88 | -3.12 | -1.07 | 0.28 |
% Rank in Category | 38 | 53 | 21 | 57 | 44 | 84 | 56 | 28 |
Trailing Returns (GBP) | 14/06/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.72 | 0.10 | -0.03 |
1 Week | 1.98 | 0.39 | -0.05 |
1 Month | 2.83 | 0.88 | 0.12 |
3 Months | 6.13 | 1.63 | 0.09 |
6 Months | 16.50 | 2.23 | 0.36 |
YTD | 15.00 | 1.93 | 0.23 |
1 Year | 25.45 | 1.79 | -0.50 |
3 Years Annualised | 11.21 | -0.49 | -1.50 |
5 Years Annualised | 13.07 | -0.16 | -1.33 |
10 Years Annualised | 14.49 | 0.34 | -0.90 |
Category: US Large-Cap Blend Equity | |||
Category Index: Morningstar US Large-Mid NR USD |
Quarterly Returns (GBP) | 31/05/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 11.57 | - | - | - |
2023 | 4.18 | 5.60 | 0.47 | 6.81 |
2022 | -3.12 | -11.26 | 2.51 | -1.17 |
2021 | 4.79 | 8.29 | 2.69 | 9.83 |
2020 | -15.93 | 22.64 | 4.03 | 6.17 |
2019 | 11.52 | 6.78 | 4.58 | 1.45 |
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