Source: Financial Express as at 31.03.2021.
| 3 mMonths | 6 mMonths | 1 yYears | 3 yYears | 5 yYears | 10 yYears | Since Launch | |
|---|---|---|---|---|---|---|---|
| Fund | 2.7 | 5.3 | 17.4 | 23.0 | 54.0 | 177.6 | 240.1 |
| Benchmark | 5.2 | 18.5 | 26.7 | 9.9 | 35.7 | 79.0 | 111.8 |
| IA Sector | 5.8 | 22.0 | 38.0 | 14.7 | 38.9 | 93.0 | 130.9 |
| Rank in sector | 203/239 | 235/239 | 236/239 | 50/231 | 38/218 | 19/191 | 18/183 |
| Quartile | 4 | 4 | 4 | 1 | 1 | 1 | 1 |
Source: Financial Express as at 31.03.2021.
| 2021 YTD | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|
| Fund | 2.7 | -7.4 | 24.2 | 0.4 | 15.2 | 17.1 |
| Benchmark | 5.2 | -9.8 | 19.2 | -9.5 | 13.1 | 16.8 |
| IA Sector | 5.8 | -6.0 | 22.2 | -11.2 | 14.0 | 10.8 |
Source: Financial Express as at 31.03.2021.
Evenlode Income was merged through a scheme of arrangement into TB Evenlode Income on 1 September 2017. Performance and dividend history are unaffected. Performance of the B Inc Share Class, total return, bid-to-bid, net of UK dividend tax credit. Share Class launched on 19.10.2009. The Fund's IA Sector is UK All Companies and the Comparator Benchmark is the FTSE All-Share Index. Past performance is not a reliable indicator of future performance.