UK markets close in 1 hour 59 minutes

(0P00000TU4.F)

. Currency in USD
Add to watchlist
- (-)

Performance overview

Morningstar return ratingN/A1
Year-to-date return14.60%
5-year average return12.11%
Number of years up18
Number of years down11
Best 1-yr total return (24 Jun 2024)28.85%
Worst 1-yr total return (24 Jun 2024)N/A
Best 3-yr total return28.85%
Worst 3-yr total return-5.43%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00000TU4.FCategory
YTD16.67%0.00%
1-month3.90%0.00%
3-month9.37%0.00%
1-year34.78%0.00%
3-year13.31%0.00%
5-year13.97%0.00%
10-year7.52%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00000TU4.FCategory
2024
N/AN/A
2023
27.76%N/A
2022
-11.96%N/A
2021
28.85%N/A
2020
-2.73%N/A
2019
28.11%N/A
2018
-15.88%N/A
2017
18.53%N/A
2016
-7.32%N/A
2015
19.67%N/A
2014
1.29%N/A
2013
23.23%N/A
2012
11.93%N/A
2011
-21.40%N/A
2010
-3.88%N/A
2009
24.32%N/A
2008
-47.26%N/A
2007
-4.02%N/A
2006
21.84%N/A
2005
15.53%N/A
2004
17.99%N/A
2003
13.63%N/A
2002
-19.63%N/A
2001
-21.73%N/A
2000
10.04%N/A
1999
25.45%N/A
1998
36.83%N/A
1997
49.41%N/A
1996
23.79%N/A
1995
-11.88%N/A
1994
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
202414.01%N/AN/AN/A
202313.02%5.09%-0.77%8.41%
2022-9.08%-12.54%-3.51%14.74%
202110.87%4.99%3.38%7.07%
2020-26.33%14.47%-0.71%16.16%
201914.51%1.90%3.42%6.16%
20181.26%-1.19%-3.78%-12.62%
20178.52%2.83%9.67%-3.15%
2016-14.66%-7.48%2.19%14.87%
201523.37%-1.46%-3.73%2.24%
201414.79%-2.64%-2.67%-6.88%
2013-2.08%1.16%12.86%10.23%
20126.59%-6.36%5.67%6.14%
20115.54%-4.39%-24.22%2.79%
2010-0.73%-12.06%7.04%2.86%
2009-14.93%21.75%19.86%0.15%
2008-17.35%-3.35%-15.75%-21.63%
20072.23%3.63%-5.15%-4.49%
20069.89%-2.21%4.78%8.21%
20054.67%2.87%7.52%-0.21%
20041.44%6.25%-1.36%10.99%
2003-7.19%14.88%-0.19%6.78%
20024.61%-11.69%-19.02%7.43%
2001-9.96%-3.36%-18.39%10.21%
200020.94%-4.04%-1.50%-3.74%
19995.28%-1.68%-2.51%24.30%
199835.68%-3.76%-14.47%22.51%
19978.73%14.24%15.86%3.83%
19962.40%19.29%-3.43%4.94%
1995-19.98%6.66%4.75%-1.44%
19941.53%N/AN/AN/A

Rank in category (by total return)

YTD38
1-month26
3-month33
1-year30
3-year34
5-year33

Load adjusted returns

1-year32.76%
3-year12.74%
5-year13.63%
10-year7.36%