Davy Fundamental Eqs Foundation D Acc |
Growth Of 1000 (EUR) | 31/03/2024 |
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Annual Returns (EUR) | 31/03/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/03 | |
Total Return | 7.74 | -6.85 | 26.18 | 1.83 | 26.50 | -11.62 | 13.29 | 12.34 |
+/- Category | -0.51 | 0.89 | 0.09 | -2.85 | 0.65 | 2.58 | -2.17 | 2.82 |
+/- Category Index | -1.04 | -2.28 | -2.58 | -4.43 | -1.07 | 1.04 | -4.71 | 1.74 |
% Rank in Category | 55 | 44 | 55 | 71 | 52 | 24 | 68 | 13 |
Trailing Returns (EUR) | 17/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -1.89 | -1.41 | -1.76 |
1 Week | -1.89 | 0.08 | 0.89 |
1 Month | -0.40 | 0.39 | 0.14 |
3 Months | 8.86 | 2.43 | 2.03 |
6 Months | 15.00 | 2.61 | 1.18 |
YTD | 8.61 | 2.21 | 1.25 |
1 Year | 20.39 | 4.28 | 0.88 |
3 Years Annualised | 6.83 | 0.65 | -1.14 |
5 Years Annualised | 8.75 | -0.03 | -1.81 |
10 Years Annualised | - | - | - |
Category: Global Large-Cap Blend Equity | |||
Category Index: Morningstar Gbl TME NR USD |
Quarterly Returns (EUR) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 12.34 | - | - | - |
2023 | 1.71 | 4.39 | 0.48 | 6.18 |
2022 | -2.18 | -11.32 | -0.28 | 2.16 |
2021 | 11.00 | 4.42 | 2.16 | 6.82 |
2020 | -20.10 | 13.05 | 2.45 | 10.04 |
2019 | 13.94 | 1.25 | 4.30 | 4.87 |
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