Caledonia | Performance
Overview
Performance
Charges & gearing
Portfolio
Management
Structure
Data as at: 25/02/2021
Company website
Performance (%)
| Return type | 1 year | 3 years | 5 years | 10 years | |
|---|---|---|---|---|---|
| Caledonia | Share price total return | -7.9 | 5.6 | 39.3 | 97.8 |
| Flexible Investment AIC sector | Share price total return | 1.3 | 7.7 | 41.8 | 78.4 |
| Caledonia | NAV total return | -2.3 | 10.6 | 42.1 | 105.6 |
| Flexible Investment AIC sector | NAV total return | 5.5 | 16.7 | 44.0 | 107.0 |
Discrete annual performance (%)
| Return type | 25/02/16 - 17 | 25/02/17 - 18 | 25/02/18 - 19 | 25/02/19 - 20 | 25/02/20 - 70 | |
|---|---|---|---|---|---|---|
| Caledonia | Share price total return | 28.4 | 2.7 | 11.0 | 3.3 | -7.9 |
| Caledonia | NAV total return | 18.4 | 8.9 | 4.6 | 8.1 | -2.3 |
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Data provided by Morningstar.
Company documents provided by FE fundinfo.
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