Athelney | Performance

Data as at: 21/01/2021

Performance (%)

Return type 1 year 3 years 5 years 10 years
Athelney Share price total return -3.2 -6.9 16.1 135.7
UK Smaller Companies AIC sector Share price total return -0.9 16.7 73.4 214.7
Athelney NAV total return 6.7 9.8 39.3 148.2
UK Smaller Companies AIC sector NAV total return 1.4 12.4 67.5 185.5
Morningstar UK Small Cap * Total return 0.6 8.3 51.8 141.8

Discrete annual performance (%)

Return type 21/01/16 - 17 21/01/17 - 18 21/01/18 - 19 21/01/19 - 20 21/01/20 - 21
Athelney Share price total return 8.3 15.2 -17.1 16.0 -3.2
Athelney NAV total return 11.3 16.4 -15.9 22.0 6.7
Morningstar UK Small Cap * Total return 20.2 16.6 -8 17 0.6

* The Morningstar market index is not necessarily the official benchmark of the investment company, however it has been identified as an appropriate comparative index. Please hover over the definition for further detail on the index construction.

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