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Wellington MP Glb Rsrch Eq A Performance
All performances are expressed as percentage change, calculated in Euros on a bid to bid basis with income (dividends) reinvested gross of any applicable taxes.
| 6 months | 1 year | 3 years | 5 years | Since Launch | |
|---|---|---|---|---|---|
| Wellington MP Glb Rsrch Eq A | -7.79 | -12.01 | 3.9 | 29.56 | 99.2 |
| Sector (Equity Global) | -7.49 | -13.35 | 12.27 | 46.09 | N/A |
| Absolute Ranking in Sector | 177 out of 350 | 122 out of 334 | 200 out of 270 | 176 out of 240 | N/A |
| Best Fund in Sector (click to see best fund for each period) | 9.17% | 13.74% | 87.32% | 261.66% | |
| Quartile Ranking | 3 | 2 | 3 | 3 | 1 |
Percentage return on Investment over entire period shown. Also shows ranking within the GIF Sector. Quartile ranking shows which of the four quartiles the fund is in for each time period.
| 0–12 months | 12–24 months | 24–36 months | 36–48 months | 48–60 months | |
|---|---|---|---|---|---|
| Wellington MP Glb Rsrch Eq A | -8.39 | 10.68 | 11.96 | 10.49 | 12.29 |
| Sector (Equity Global) | -8.56 | 14.96 | 16.50 | 13.41 | 13.36 |
| Quartile Ranking | 2 | 4 | 4 | 3 | 2 |
This table shows how consistently the fund achieves its returns. For each of the 12 month periods making up the last 5 years, this table shows the percentage growth achieved. The fund is also ranked within its general sector for each discrete 12 month period; the quartile ranking shows which of four quartiles the fund was in for each period.
| 3 years | 4 years | 5 years | 7 years | 10 years | |
|---|---|---|---|---|---|
| Wellington MP Glb Rsrch Eq A | 3.72% | 3.5% | 3.34% | 4.38% | 4.84% |
| Sector (Equity Global) | 3.88% | 3.67% | 3.49% | 4.42% | 4.85% |
| Volatility Ranking in Sector | 95 out of 270 | 85 out of 255 | 71 out of 240 | 81 out of 195 | 73 out of 126 |
| Least Volatile Fund in Sector | 1.23% | 1.17% | 1.12% | 1.18% | 3.58% |
| Most Volatile Fund in Sector | 1.23% | 6.44% | 6.44% | 7.35% | 8.74% |
| Quartile Ranking | 2 | 2 | 2 | 2 | 3 |
Volatility is a measurement of the total deviation (movement) of a funds past performance. It is sometimes used to represent the 'riskiness' of a funds past performance. The greater the value the more the funds performances have fluctuated over the time period being assessed. Quartile Ranks - (1) Least Volatile and (4) Most Volatile against other funds in sector