Wellington US Research Eq USD N Ac |
Growth Of 1000 (EUR) | 30/04/2024 |
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Annual Returns (EUR) | 30/04/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/04 | |
Total Return | 5.64 | -2.47 | 33.48 | 11.79 | 32.80 | -17.28 | 20.09 | 10.48 |
+/- Category | 0.12 | 0.05 | 2.74 | 3.78 | -1.81 | -2.99 | 0.07 | 0.88 |
+/- Category Index | -0.64 | -2.19 | 0.23 | 1.27 | -2.70 | -2.65 | -1.88 | 1.10 |
% Rank in Category | 53 | 59 | 27 | 19 | 76 | 83 | 61 | 36 |
Trailing Returns (EUR) | 06/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.14 | 0.50 | 0.19 |
1 Week | 0.90 | 0.84 | 0.22 |
1 Month | 0.23 | 0.51 | 0.32 |
3 Months | 4.76 | 1.25 | 0.20 |
6 Months | 21.58 | 3.46 | 2.16 |
YTD | 12.90 | 2.55 | 1.22 |
1 Year | 28.98 | 0.70 | -1.15 |
3 Years Annualised | 10.04 | -0.41 | -1.78 |
5 Years Annualised | 12.84 | 0.18 | -1.17 |
10 Years Annualised | - | - | - |
Category: US Large-Cap Blend Equity | |||
Category Index: Morningstar US LM NR USD |
Quarterly Returns (EUR) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 13.91 | - | - | - |
2023 | 5.47 | 6.48 | -1.21 | 8.24 |
2022 | -4.52 | -12.01 | 1.14 | -2.64 |
2021 | 9.23 | 7.16 | 1.74 | 11.52 |
2020 | -18.52 | 19.53 | 4.57 | 9.77 |
2019 | 16.82 | 3.12 | 4.67 | 5.85 |
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