UK markets open in 2 hours 47 minutes

Scottish Widows Balanced Portfolio Fund A Acc (0P00000K76.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
Add to watchlist
237.60+0.80 (+0.34%)
At close: 09:00PM BST

Performance overview

Morningstar return rating★★★★
Year-to-date returnN/A
5-year average returnN/A
Number of years up15
Number of years down3
Best 1-yr total return (Invalid Date)18.57%
Worst 1-yr total return (Invalid Date)-16.62%
Best 3-yr total return18.57%
Worst 3-yr total return-3.87%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00000K76.LCategory
YTD3.89%2.91%
1-month1.24%0.67%
3-month3.48%2.91%
1-year12.50%12.90%
3-year5.13%6.44%
5-year5.40%6.97%
10-year6.21%4.88%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00000K76.LCategory
2021
N/AN/A
2020
5.25%N/A
2019
13.59%N/A
2018
-6.23%N/A
2017
6.14%N/A
2016
12.66%N/A
2015
1.12%1.35%
2014
7.60%5.51%
2013
11.01%9.90%
2012
10.24%8.56%
2011
-1.89%-2.70%
2010
10.95%10.10%
2009
18.57%16.85%
2008
-16.62%-15.01%
2007
3.17%2.45%
2006
3.26%7.36%
2005
12.58%14.65%
2004
6.70%9.74%
2003
11.55%16.83%
2002
N/A-12.45%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20211.09%2.77%N/AN/A
2020-11.69%10.63%0.33%7.37%
20195.38%3.92%2.86%0.84%
2018-4.02%4.24%0.73%-6.96%
20172.19%0.71%0.25%2.87%
20161.35%2.20%6.45%2.18%
20154.74%-3.28%-3.57%3.52%
20140.83%1.78%1.37%3.43%
20136.85%-1.13%2.68%2.35%
20125.68%-2.31%4.83%1.87%
20110.46%0.10%-6.07%3.88%
20105.24%-3.97%5.77%3.80%
2009-4.96%7.05%13.88%2.33%
2008-5.82%-1.74%-4.59%-5.57%
20071.03%0.85%0.93%0.33%
20062.39%-3.30%2.23%2.01%
20050.60%4.39%3.98%3.10%
20041.54%-0.10%1.31%3.84%
20030.04%6.55%1.85%2.76%
2002-6.30%-6.42%0.64%N/A

Rank in category (by total return)

YTD69
1-month77
3-month62
1-year67
3-year47
5-year46

Load adjusted returns

1-year4.31%
3-year2.34%
5-year4.67%
10-year5.20%