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WS Ruffer Equity & General I Inc (0P000023DD.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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543.14+12.14 (+2.29%)
As of 09:00PM BST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.78%
5-year average return6.95%
Number of years up16
Number of years down2
Best 1-yr total return (24 Apr 2024)21.74%
Worst 1-yr total return (24 Apr 2024)N/A
Best 3-yr total return21.74%
Worst 3-yr total return3.07%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P000023DD.LCategory
YTD3.22%0.00%
1-month3.36%0.00%
3-month3.22%0.00%
1-year4.12%0.00%
3-year4.20%0.00%
5-year6.95%0.00%
10-year5.02%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P000023DD.LCategory
2024
N/AN/A
2023
3.66%N/A
2022
1.28%N/A
2021
13.50%N/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%N/A
2014
1.57%N/A
2013
21.74%N/A
2012
8.10%N/A
2011
4.18%N/A
2010
8.52%N/A
2009
15.11%N/A
2008
7.99%N/A
2007
5.13%N/A
2006
-5.55%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.22%N/AN/AN/A
20232.76%-2.04%0.60%2.37%
20221.32%-2.55%-3.39%6.18%
20218.73%6.48%-0.02%-1.95%
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)

YTD51
1-month9
3-month51
1-year74
3-year19
5-year7

Load adjusted returns

1-year-1.08%
3-year2.43%
5-year5.86%
10-year4.48%