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Scottish Widows UK Growth Fund (0P00002A0K.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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142.70+0.50 (+0.35%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.61%
5-year average return3.97%
Number of years up11
Number of years down7
Best 1-yr total return (17 Jul 2024)28.66%
Worst 1-yr total return (17 Jul 2024)N/A
Best 3-yr total return28.66%
Worst 3-yr total return-1.79%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00002A0K.LCategory
YTD9.23%0.00%
1-month-0.84%0.00%
3-month4.68%0.00%
1-year18.13%0.00%
3-year6.60%0.00%
5-year4.36%0.00%
10-year5.18%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00002A0K.LCategory
2024
N/AN/A
2023
10.16%N/A
2022
-4.09%N/A
2021
16.01%N/A
2020
-10.89%N/A
2019
15.30%N/A
2018
-7.82%N/A
2017
13.46%N/A
2016
13.79%N/A
2015
2.81%N/A
2014
-0.78%N/A
2013
21.59%N/A
2012
10.94%N/A
2011
-5.99%N/A
2010
13.11%N/A
2009
28.66%N/A
2008
-32.03%N/A
2007
-2.56%N/A
2006
16.73%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.34%4.68%N/AN/A
20233.83%-1.90%4.36%3.63%
2022-1.51%-5.86%-8.11%12.58%
20214.00%6.26%-0.38%5.38%
2020-27.51%13.04%-2.59%11.64%
20197.68%3.20%1.23%2.50%
2018-6.19%9.84%-0.28%-10.30%
20175.22%0.89%1.61%5.19%
2016-0.63%0.95%10.21%2.93%
20157.03%-1.34%-8.88%6.85%
20140.11%0.65%-1.13%-0.41%
20139.99%-0.26%6.41%4.15%
20124.13%-3.73%6.82%3.61%
20110.90%-0.27%-12.82%7.15%
20105.05%-11.92%13.64%7.57%
2009-11.20%16.12%21.39%2.79%
2008-10.81%-4.55%-13.00%-8.23%
2007-0.62%2.26%-5.11%1.04%
20066.87%-3.89%4.23%9.04%

Rank in category (by total return)

YTD8
1-month55
3-month17
1-year4
3-year61
5-year71

Load adjusted returns

1-year9.86%
3-year4.05%
5-year2.85%
10-year4.42%