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LF Ruffer Equity & General Fund I Income (0P000023DD.L)

LSE - LSE Delayed price. Currency in GBp
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500.26+0.83 (+0.17%)
At close: 08:00PM GMT

Performance overview

Morningstar return rating★★★★
Year-to-date returnN/A
5-year average returnN/A
Number of years up13
Number of years down2
Best 1-yr total return (Invalid Date)21.74%
Worst 1-yr total return (Invalid Date)-6.02%
Best 3-yr total return21.74%
Worst 3-yr total return2.35%

Trailing returns (%) vs. Benchmarks

Return0P000023DD.LCategory
YTD12.10%3.30%
1-month-1.99%0.61%
3-month-4.69%3.30%
1-year14.14%15.22%
3-year8.08%7.11%
5-year6.59%6.80%
10-year7.39%5.19%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P000023DD.LCategory
2021
N/AN/A
2020
5.53%N/A
2019
10.43%N/A
2018
-6.02%N/A
2017
11.77%N/A
2016
8.36%N/A
2015
0.64%0.40%
2014
1.57%4.28%
2013
21.74%9.71%
2012
8.10%7.26%
2011
4.18%-5.60%
2010
8.52%10.20%
2009
15.11%18.02%
2008
7.99%-16.01%
2007
5.13%5.28%
2006
-5.55%9.26%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20218.73%6.48%N/AN/A
2020-11.93%8.69%-1.27%11.65%
20192.41%2.11%0.73%4.83%
2018-3.17%4.56%-0.81%-6.43%
20172.79%2.32%4.33%1.87%
2016-2.37%-1.05%7.23%4.61%
20153.43%-0.08%-3.36%0.77%
20142.18%-1.19%0.30%0.30%
201311.20%1.88%3.70%3.62%
20124.47%-1.06%2.30%2.24%
20110.80%0.37%-0.49%3.48%
20107.47%-7.12%2.11%6.47%
2009-8.20%7.39%15.24%1.32%
20081.18%-1.06%3.32%4.40%
20072.16%1.10%1.27%0.51%
20066.21%-4.18%-5.48%-1.82%

Rank in category (by total return)

YTD1
1-month4
3-month2
1-year6
3-year12
5-year12

Load adjusted returns

1-year23.81%
3-year5.84%
5-year8.16%
10-year7.22%