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7IM Adventurous Fund D Inc (0P0000196J.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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296.73-1.36 (-0.46%)
At close: 09:00PM BST

Performance overview

Morningstar return rating★★
Year-to-date returnN/A
5-year average returnN/A
Number of years up13
Number of years down3
Best 1-yr total return (Invalid Date)24.15%
Worst 1-yr total return (Invalid Date)-24.90%
Best 3-yr total return24.15%
Worst 3-yr total return-5.93%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000196J.LCategory
YTD11.82%4.05%
1-month1.76%0.96%
3-month4.01%4.05%
1-year13.52%17.76%
3-year11.24%8.14%
5-year7.62%8.79%
10-year8.55%5.40%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000196J.LCategory
2021
N/AN/A
2020
8.13%N/A
2019
14.25%N/A
2018
-11.08%N/A
2017
11.30%N/A
2016
12.12%N/A
2015
2.38%2.29%
2014
7.78%5.14%
2013
20.81%14.85%
2012
9.93%10.54%
2011
-11.11%-5.89%
2010
12.91%12.27%
2009
24.15%19.80%
2008
-24.90%-20.02%
2007
3.14%3.46%
2006
7.45%8.79%
2005
20.28%17.77%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20212.75%4.13%N/AN/A
2020-18.13%16.17%2.90%10.48%
20197.72%2.53%1.42%2.00%
2018-3.33%3.21%0.82%-11.60%
20174.20%1.50%1.48%3.70%
2016-2.39%1.51%10.03%2.84%
20159.04%-1.11%-10.78%6.41%
20140.63%2.44%2.10%2.41%
20139.73%0.37%5.38%4.09%
20128.46%-6.22%4.33%3.58%
2011-0.27%-0.52%-13.48%3.56%
20107.20%-10.42%8.10%8.77%
2009-6.89%9.13%18.32%3.28%
2008-8.04%-0.97%-8.02%-10.34%
20072.84%3.27%-2.02%-0.88%
20066.99%-6.76%2.53%5.05%
20051.81%4.38%7.05%5.74%

Rank in category (by total return)

YTD80
1-month60
3-month91
1-year56
3-year86
5-year85

Load adjusted returns

1-year16.78%
3-year4.19%
5-year7.28%
10-year6.34%