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WS Ruffer Equity & General I Acc (0P000023DE.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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654.63+14.63 (+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)21.78%
Worst 1-yr total return (24 Apr 2024)N/A
Best 3-yr total return21.78%
Worst 3-yr total return3.07%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P000023DE.LCategory
YTD3.21%0.00%
1-month3.35%0.00%
3-month3.21%0.00%
1-year4.12%0.00%
3-year4.19%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
0P000023DE.LCategory
2024
N/AN/A
2023
3.66%N/A
2022
1.28%N/A
2021
13.50%N/A
2020
5.52%N/A
2019
10.42%N/A
2018
-6.02%N/A
2017
11.77%N/A
2016
8.36%N/A
2015
0.64%N/A
2014
1.58%N/A
2013
21.78%N/A
2012
8.09%N/A
2011
4.15%N/A
2010
8.59%N/A
2009
15.59%N/A
2008
8.00%N/A
2007
6.35%N/A
2006
-5.39%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.21%N/AN/AN/A
20232.76%-2.04%0.59%2.37%
20221.32%-2.55%-3.39%6.18%
20218.73%6.48%-0.02%-1.94%
2020-11.92%8.69%-1.27%11.65%
20192.40%2.12%0.73%4.83%
2018-3.17%4.56%-0.81%-6.43%
20172.78%2.32%4.32%1.87%
2016-2.37%-1.06%7.23%4.61%
20153.43%-0.08%-3.36%0.77%
20142.18%-1.21%0.32%0.30%
201311.63%1.52%3.70%3.62%
20124.46%-1.06%2.31%2.22%
20110.79%0.38%-0.50%3.46%
20107.47%-7.14%2.20%6.47%
2009-8.20%7.39%15.69%1.34%
20081.18%-1.04%3.32%4.40%
20072.17%1.85%1.70%0.50%
20066.20%-4.18%-5.47%-1.64%

Rank in category (by total return)

YTD51
1-month10
3-month51
1-year74
3-year19
5-year7

Load adjusted returns

1-year-1.09%
3-year2.43%
5-year5.86%
10-year4.48%