WS Adam Worldwide Fund IncomeRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
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Annual Returns (GBP) | 30/04/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/04 | |
Price Return | 12.41 | -7.13 | 19.60 | -1.55 | 16.38 | -9.75 | 11.14 | 3.86 |
+/- Category | -0.16 | -0.42 | 0.57 | -12.14 | -1.67 | -0.41 | -1.62 | -1.64 |
+/- Category Index | -0.71 | -3.62 | -1.96 | -13.81 | -3.28 | -2.04 | -4.11 | -2.65 |
% Rank in Category | 84 | 70 | 50 | 96 | 65 | 57 | 66 | 77 |
Trailing Returns (GBP) | 17/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.04 | 0.01 | 0.14 |
1 Week | -0.04 | -0.44 | -0.34 |
1 Month | 4.42 | -0.07 | -0.41 |
3 Months | 4.46 | -1.30 | -1.55 |
6 Months | 11.60 | -2.30 | -3.04 |
YTD | 6.57 | -3.03 | -3.86 |
1 Year | 12.40 | -5.28 | -8.10 |
3 Years Annualised | 5.36 | -3.08 | -4.59 |
5 Years Annualised | 5.44 | -4.69 | -5.97 |
10 Years Annualised | 7.27 | -2.95 | -4.56 |
Category: Global Large-Cap Blend Equity | |||
Category Index: Morningstar Global TME NR USD |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.45 | - | - | - |
2023 | 3.22 | 1.74 | 1.98 | 3.78 |
2022 | -5.46 | -8.31 | 0.65 | 3.44 |
2021 | 4.12 | 5.64 | 2.47 | 3.25 |
2020 | -20.01 | 12.79 | -0.49 | 9.65 |
2019 | 8.25 | 6.73 | 1.34 | 2.14 |
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