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CT North American Equity 4 Acc (0P00001077.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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1,601.00+1.00 (+0.06%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return15.93%
5-year average return15.38%
Number of years up16
Number of years down4
Best 1-yr total return (27 Jun 2024)35.38%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return35.38%
Worst 3-yr total return8.17%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00001077.LCategory
YTD10.64%0.00%
1-month1.19%0.00%
3-month3.38%0.00%
1-year26.59%0.00%
3-year14.95%0.00%
5-year15.12%0.00%
10-year15.56%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00001077.LCategory
2024
N/AN/A
2023
20.93%N/A
2022
-5.85%N/A
2021
34.82%N/A
2020
5.85%N/A
2019
25.29%N/A
2018
-0.93%N/A
2017
13.85%N/A
2016
35.38%N/A
2015
1.07%N/A
2014
28.83%N/A
2013
34.54%N/A
2012
7.40%N/A
2011
0.24%N/A
2010
17.56%N/A
2009
18.70%N/A
2008
-14.59%N/A
2007
3.94%N/A
2006
1.35%N/A
2005
20.23%N/A
2004
-1.73%N/A
2003
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.09%N/AN/AN/A
20231.58%6.03%3.09%8.91%
20220.33%-6.90%3.88%-2.97%
20218.63%7.95%4.55%9.97%
2020-16.51%18.30%2.31%4.74%
20199.40%6.08%5.22%2.61%
2018-7.08%11.21%7.94%-11.18%
20174.56%-1.02%2.25%7.59%
20165.02%5.79%9.18%11.62%
20155.68%-7.77%-5.23%9.41%
20141.90%4.49%8.57%11.44%
201319.92%3.18%0.89%7.77%
20127.44%-1.49%4.58%-2.97%
20113.28%-0.05%-11.27%9.43%
201012.84%-11.33%4.55%12.39%
2009-9.88%4.20%20.04%5.30%
2008-12.82%-0.20%-1.89%0.06%
2007-0.21%4.31%0.00%-0.15%
20062.72%-7.93%4.49%2.55%
20050.57%8.28%5.32%4.83%
2004-2.04%1.64%-1.37%0.06%
20032.14%N/AN/AN/A

Rank in category (by total return)

YTD45
1-month75
3-month17
1-year11
3-year3
5-year20

Load adjusted returns

1-year26.59%
3-year14.95%
5-year15.12%
10-year15.56%