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S&W Beech Fund (0P00002AI2.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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1,668.00+18.00 (+1.09%)
As of 09:00PM BST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.70%
5-year average return2.15%
Number of years up18
Number of years down4
Best 1-yr total return (12 Jun 2024)19.76%
Worst 1-yr total return (12 Jun 2024)N/A
Best 3-yr total return19.76%
Worst 3-yr total return-4.86%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00002AI2.LCategory
YTD3.61%0.00%
1-month-0.30%0.00%
3-month-1.09%0.00%
1-year11.22%0.00%
3-year-0.37%0.00%
5-year2.38%0.00%
10-year3.59%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00002AI2.LCategory
2024
N/AN/A
2023
14.93%N/A
2022
-25.78%N/A
2021
18.29%N/A
2020
-1.91%N/A
2019
19.76%N/A
2018
-6.20%N/A
2017
6.28%N/A
2016
9.81%N/A
2015
2.49%N/A
2014
6.44%N/A
2013
7.65%N/A
2012
4.61%N/A
2011
2.51%N/A
2010
14.40%N/A
2009
13.08%N/A
2008
7.90%N/A
2007
0.60%N/A
2006
5.56%N/A
2005
12.04%N/A
2004
6.07%N/A
2003
6.03%N/A
2002
-19.19%N/A
2001
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.59%N/AN/AN/A
20235.61%2.69%-1.07%7.13%
2022-11.73%-15.74%1.53%-1.72%
20214.24%9.00%1.63%2.44%
2020-22.56%14.42%0.15%10.54%
20198.58%5.78%2.04%2.19%
2018-4.38%7.20%2.39%-10.63%
20172.62%-1.27%1.19%3.67%
2016-4.00%2.38%5.80%5.60%
20155.71%-2.23%-4.51%3.86%
20140.42%2.30%1.19%2.40%
20137.33%-4.70%3.16%2.03%
20123.12%-2.56%2.51%1.56%
2011-0.55%1.78%-1.67%2.99%
20104.97%-3.59%6.95%5.70%
2009-1.35%-0.37%11.07%3.58%
20081.48%-1.77%-0.83%9.14%
2007-0.21%0.51%0.72%-0.41%
20062.86%-4.18%4.73%2.27%
20050.28%3.98%4.25%3.07%
20040.02%-1.98%3.63%4.39%
2003-1.59%4.58%0.65%2.35%
2002-0.24%-9.89%-12.95%3.26%
2001-0.09%-14.12%6.98%N/A

Rank in category (by total return)

YTDN/A
1-monthN/A
3-monthN/A
1-yearN/A
3-yearN/A
5-yearN/A

Load adjusted returns

1-year2.88%
3-year-2.93%
5-year0.80%
10-year2.79%