Wellington US Research Eq USD S Ac |
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 | 5.83 | -2.28 | 33.73 | 12.00 | 33.05 | -17.12 | 20.32 | 13.97 |
+/- Category | 0.30 | 0.24 | 3.00 | 3.99 | -1.56 | -2.83 | 0.29 | 1.52 |
+/- Category Index | -0.46 | -2.00 | 0.48 | 1.48 | -2.44 | -2.49 | -1.65 | 0.98 |
% Rank in Category | 50 | 56 | 23 | 19 | 75 | 82 | 59 | 17 |
Trailing Returns (EUR) | 19/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -1.19 | -0.71 | -0.18 |
1 Week | -3.67 | -0.39 | -0.19 |
1 Month | -2.45 | -0.93 | -0.12 |
3 Months | 5.21 | -0.85 | 0.24 |
6 Months | 18.38 | 2.86 | 2.39 |
YTD | 8.80 | 0.49 | 0.71 |
1 Year | 24.24 | 0.22 | -0.51 |
3 Years Annualised | 8.76 | -1.32 | -1.88 |
5 Years Annualised | 12.68 | -0.12 | -0.94 |
10 Years Annualised | 13.83 | 0.50 | -0.64 |
Category: US Large-Cap Blend Equity | |||
Category Index: Morningstar US LM NR USD |
Quarterly Returns (EUR) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 13.97 | - | - | - |
2023 | 5.52 | 6.53 | -1.16 | 8.29 |
2022 | -4.48 | -11.97 | 1.19 | -2.60 |
2021 | 9.28 | 7.21 | 1.79 | 11.57 |
2020 | -18.48 | 19.58 | 4.62 | 9.82 |
2019 | 16.87 | 3.17 | 4.72 | 5.91 |
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