Athelney | Performance

Overview

Performance

Data as at: 21/01/2021

Company website

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.