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WS Ruffer Total Return I Acc (0P00001RYR.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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564.83-1.45 (-0.26%)
At close: 08:00PM GMT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-7.49%
5-year average return4.80%
Number of years up16
Number of years down2
Best 1-yr total return (22 Nov 2023)21.75%
Worst 1-yr total return (22 Nov 2023)N/A
Best 3-yr total return21.75%
Worst 3-yr total return0.95%

Trailing returns (%) vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P00001RYR.LCategory
YTD-7.49%0.00%
1-month0.85%0.00%
3-month0.66%0.00%
1-year-6.77%0.00%
3-year2.70%0.00%
5-year4.80%0.00%
10-year3.98%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00001RYR.LCategory
2023
N/AN/A
2022
4.48%N/A
2021
9.05%N/A
2020
12.09%N/A
2019
8.58%N/A
2018
-6.29%N/A
2017
1.11%N/A
2016
14.31%N/A
2015
0.01%N/A
2014
6.49%N/A
2013
10.12%N/A
2012
3.17%N/A
2011
1.64%N/A
2010
14.40%N/A
2009
11.66%N/A
2008
21.75%N/A
2007
6.16%N/A
2006
-2.21%N/A
2005
19.11%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
2023-1.02%-6.08%-0.56%N/A
20224.04%-4.73%1.23%4.12%
20216.69%0.64%0.11%1.45%
2020-0.77%6.35%1.21%4.95%
20193.42%1.48%2.78%0.66%
2018-2.52%2.25%-0.44%-5.56%
2017-0.24%-0.25%-0.91%2.54%
20160.58%3.88%7.34%1.93%
20154.87%-0.37%-5.41%1.18%
2014-0.81%0.53%2.49%4.20%
201310.20%-1.17%0.01%1.10%
20122.23%-3.12%1.36%2.77%
20110.10%1.08%-1.92%2.42%
20105.75%-0.61%3.15%5.53%
2009-4.83%6.31%7.89%2.30%
20084.74%-1.49%0.03%17.95%
20071.87%-0.69%3.05%1.82%
20062.35%-3.53%-0.88%-0.08%
20052.59%2.41%10.77%2.34%

Rank in category (by total return)

YTD89
1-month23
3-month21
1-year87
3-year24
5-year17

Load adjusted returns

1-year-10.69%
3-year1.77%
5-year3.04%
10-year3.30%