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WS Adam Worldwide Acc (0P00000H7B.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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11.420.00 (0.00%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.10%
5-year average return4.37%
Number of years up18
Number of years down8
Best 1-yr total return (1 Jul 2024)28.94%
Worst 1-yr total return (1 Jul 2024)N/A
Best 3-yr total return28.94%
Worst 3-yr total return1.12%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00000H7B.LCategory
YTD4.60%0.00%
1-month0.71%0.00%
3-month2.72%0.00%
1-year11.21%0.00%
3-year4.24%0.00%
5-year5.23%0.00%
10-year6.89%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00000H7B.LCategory
2024
N/AN/A
2023
11.13%N/A
2022
-9.75%N/A
2021
16.37%N/A
2020
-1.55%N/A
2019
19.60%N/A
2018
-7.13%N/A
2017
12.41%N/A
2016
21.86%N/A
2015
2.49%N/A
2014
7.60%N/A
2013
15.35%N/A
2012
11.73%N/A
2011
-4.50%N/A
2010
22.21%N/A
2009
28.94%N/A
2008
-21.66%N/A
2007
10.94%N/A
2006
15.44%N/A
2005
26.49%N/A
2004
9.27%N/A
2003
14.34%N/A
2002
-13.25%N/A
2001
-20.11%N/A
2000
-9.95%N/A
1999
18.42%N/A
1998
12.40%N/A
1997
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.45%N/AN/AN/A
20233.22%1.74%1.98%3.78%
2022-5.46%-8.30%0.64%3.44%
20214.12%5.64%2.47%3.25%
2020-20.01%12.79%-0.48%9.65%
20198.25%6.73%1.34%2.14%
2018-6.10%8.46%1.04%-9.75%
20174.64%1.34%2.50%3.41%
20160.83%5.11%9.97%4.55%
20155.47%-2.89%-7.45%8.12%
20140.95%2.90%-0.08%3.67%
201313.08%-3.91%2.65%3.41%
20127.53%-4.04%6.32%1.85%
20110.47%2.07%-12.95%6.99%
20107.59%-6.31%9.30%10.93%
2009-5.22%9.36%17.03%6.30%
2008-7.77%0.53%-9.73%-6.39%
20074.62%4.66%0.34%0.98%
20067.89%-5.50%4.18%8.68%
20054.00%5.95%10.51%3.88%
20040.94%0.96%1.74%5.39%
2003-4.80%10.41%3.00%5.62%
20022.44%-7.76%-12.29%4.65%
2001-11.17%-0.41%-14.52%5.65%
20000.19%-4.06%0.69%-6.96%
19993.32%4.31%-5.13%15.82%
199813.28%0.74%-14.04%14.58%
19978.56%-1.16%N/AN/A

Rank in category (by total return)

YTD82
1-month83
3-month47
1-year85
3-year80
5-year94

Load adjusted returns

1-year11.21%
3-year4.24%
5-year5.23%
10-year6.89%