Historical returns of Mobius Investment Trust PLC (id:3810 MMIT)
Annual returns
| 2019 | 2020 | 2021 | 2022 | 2023 | YTD | |
|---|---|---|---|---|---|---|
| Mobius Investment Trust PLC | -9.48 % | 27.40 % | 43.26 % | -12.84 % | 1.62 % | 0.550 % |
| Main United Kingdom Index | - (0, index.ID:1) | - (0, index.ID:1) | - (0, index.ID:1) | - (0, index.ID:1) | - (0, index.ID:1) | - (0, index.ID:1) |
| United Kingdom | 63.34 % (632, Country_ID:3) | 67.98 % (648, Country_ID:3) | 27.84 % (669, Country_ID:3) | -2.56 % (726, Country_ID:3) | 89.96 % (733, Country_ID:3) | 23.92 % (736, Country_ID:3) |
Trailing returns
| 1D | 1W | 1M | 3M | YTD | 1Y | 3Y | 5Y | 10Y | 15Y | |
|---|---|---|---|---|---|---|---|---|---|---|
| Mobius Investment Trust PLC | 1.13 % | 0.542 % | -2.28 % | 1.27 % | 0.550 % | 3.54 % | -3.66 % | 10.57 % | 0.000 % | 0.000 % |
| Main United Kingdom Index | 0.000 % | 0.000 % | 0.000 % | 0.000 % | 0.000 % | 0.000 % | 0.000 % | 0.000 % | 0.000 % | 0.000 % |
| All United Kingdom stocks | 0.806 % | 39.43 % | 69.76 % | 9.42 % | 23.79 % | 55.51 % | -5.44 % | 1.97 % | 2.58 % | 5.55 % |
Monthly returns
| January | February | March | April | May | June | July | August | September | October | November | December | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 |
-4.69 %
|
4.60 %
|
-4.30 %
|
-1.49 %
$
|
0.00 %
|
3.22 %
|
1.46 %
|
-0.55 %
|
-0.54 %
|
2.01 %
|
|
|
0.55 % |
2023 |
3.31 %
|
-4.58 %
|
-2.03 %
|
-5.80 %
$
|
-0.79 %
|
1.97 %
|
8.08 %
|
-3.56 %
|
-1.84 %
|
-6.98 %
|
10.88 %
|
2.24 %
|
1.62 % |
2022 |
-7.74 %
|
-5.34 %
|
5.80 %
|
-2.60 %
$
|
-7.94 %
|
-10.38 %
|
8.30 %
|
0.70 %
|
-4.54 %
|
2.37 %
|
7.82 %
|
1.70 %
|
-12.84 % |
2021 |
6.05 %
|
-3.76 %
|
2.47 %
|
-1.71 %
|
9.73 %
|
15.20 %
|
-1.72 %
|
0.70 %
|
3.83 %
|
1.86 %
|
2.32 %
|
-0.32 %
|
43.26 % |
2020 |
10.19 %
|
-9.98 %
|
-99.14 %
|
14.69 %
$
|
4.24 %
|
21.01 %
|
2.69 %
|
4.12 %
|
-3.33 %
|
6.89 %
|
2.44 %
|
4.33 %
|
27.40 % |
2019 |
9.05 %
|
0.53 %
|
-4.52 %
|
1.72 %
|
-5.57 %
|
4.56 %
|
-4.75 %
|
-8.52 %
|
-1.72 %
|
0.82 %
|
-1.43 %
|
3.51 %
|
-9.48 % |
Avg |
2.69 %
|
-3.09 %
|
-16.95 %
|
0.80 %
|
-0.06 %
|
5.93 %
|
2.34 %
|
-1.18 %
|
-1.36 %
|
1.16 %
|
4.41 %
|
2.29 %
|
18.21 % |