Leith Wheeler Income Advantage Fund Series FRegister to Unlock Ratings |
Growth Of 1000 (CAD) | 30-04-2024 |
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Annual Returns (GBP) | 30-04-2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30-04 | |
Total Return | 5.61 | -5.15 | 10.84 | 4.94 | 10.93 | -6.90 | 9.24 | 1.34 |
+/- Category | 1.33 | -3.17 | 1.55 | -1.53 | 6.37 | 2.63 | 1.64 | - |
+/- Category Index | - | - | - | -3.39 | 8.31 | 3.22 | 0.86 | 1.78 |
% Rank in Category | 18 | 98 | 22 | 79 | 3 | 10 | 14 | - |
Trailing Returns (GBP) | 01-05-2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.15 | -0.03 | -0.02 |
1 Week | -0.39 | -0.48 | -0.49 |
1 Month | -1.11 | -0.05 | 0.04 |
3 Months | -0.04 | -0.02 | 0.37 |
6 Months | 9.49 | 2.21 | 2.88 |
YTD | 1.49 | 1.09 | 1.77 |
1 Year | 6.30 | 2.29 | 2.42 |
3 Years Annualised | 2.73 | 2.08 | 2.27 |
5 Years Annualised | 4.29 | 2.05 | 2.00 |
10 Years Annualised | - | - | - |
Category: Canadian Fixed Income Balanced | |||
Category Index: Morningstar Can FI Tgt Alloc NR CAD |
Quarterly Returns (GBP) | 30-04-2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.05 | - | - | - |
2023 | 3.16 | 0.27 | -1.89 | 7.64 |
2022 | -1.46 | -7.24 | -0.71 | 2.59 |
2021 | 4.24 | 3.56 | 0.69 | 2.05 |
2020 | -14.68 | 9.45 | 4.78 | 7.26 |
2019 | 6.38 | 0.75 | 1.40 | 2.00 |
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