Athelney | Performance

Overview

Performance

Data as at: 24/09/2021

Daily factsheet

Company website

Performance (%)

	Return type	1 year	3 years	5 years	10 years
Athelney	Share price total return	38.8	6.3	47.2	181.2
UK Smaller Companies AIC sector	Share price total return	74.7	43.0	104.9	357.1
Athelney	NAV total return	32.0	33.5	46.8	215.2
UK Smaller Companies AIC sector	NAV total return	63.7	38.5	89.0	308.0
Morningstar UK Small Cap *	Total return	43.3	23.8	52.3	216.8

Discrete annual performance (%)

	Return type	24/09/16 - 17	24/09/17 - 18	24/09/18 - 19	24/09/19 - 20	24/09/20 - 21
Athelney	Share price total return	27.3	8.8	-8.1	-16.7	38.8
Athelney	NAV total return	15.7	-3.2	-4.5	4.2	32.0
Morningstar UK Small Cap *	Total return	16.5	5.6	-4.9	-9.1	43.3

* 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.