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Smith & Williamson Wye Investment Fund (0P00001AY1.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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196.62+2.02 (+1.04%)
As of 09:00PM BST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.68%
5-year average return3.82%
Number of years up16
Number of years down6
Best 1-yr total return (25 Jan 2023)20.59%
Worst 1-yr total return (25 Jan 2023)N/A
Best 3-yr total return20.59%
Worst 3-yr total return1.64%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00001AY1.LCategory
YTD2.68%0.00%
1-month3.33%0.00%
3-month6.29%0.00%
1-year-10.03%0.00%
3-year1.81%0.00%
5-year3.82%0.00%
10-year6.91%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00001AY1.LCategory
2022
N/AN/A
2018
N/AN/A
2017
N/AN/A
2016
N/AN/A
2015
N/AN/A
2014
N/AN/A
2013
N/AN/A
2012
N/AN/A
2011
N/AN/A
2010
N/AN/A
2009
N/AN/A
2008
N/AN/A
2007
N/AN/A
2006
N/AN/A
2005
N/AN/A
2004
N/AN/A
2003
N/AN/A
2002
N/AN/A
2001
N/AN/A
2000
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
2022-11.43%-0.74%2.83%N/A
2018-5.67%N/AN/AN/A
20173.19%2.04%0.82%3.31%
20160.12%2.13%7.56%5.39%
20155.57%-2.49%-2.65%6.04%
20140.73%1.54%-0.58%2.66%
201312.31%-1.49%3.47%5.35%
20126.52%-3.27%5.13%1.60%
2011-1.44%-0.40%-11.94%4.12%
20107.46%-7.78%10.69%8.23%
2009-5.14%3.40%15.95%4.45%
2008-4.00%-2.64%-6.31%-2.51%
20075.74%3.36%-2.22%-1.56%
20069.79%-4.12%0.80%5.70%
20051.89%3.33%9.86%7.32%
2004-1.59%2.00%1.15%5.71%
2003-1.30%7.81%6.00%4.34%
2002-1.69%-10.36%-17.31%2.36%
2001-8.06%2.10%-17.03%9.62%
2000-0.10%-2.38%N/AN/A

Rank in category (by total return)

YTD92
1-month48
3-month48
1-year92
3-year76
5-year51

Load adjusted returns

1-year-19.95%
3-year-0.08%
5-year2.28%
10-year6.65%