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S&W Bay Fund (0P00002AY5.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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3,476.00+17.00 (+0.49%)
As of 09:00PM BST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.55%
5-year average return10.72%
Number of years up17
Number of years down6
Best 1-yr total return (12 Jun 2024)24.53%
Worst 1-yr total return (12 Jun 2024)N/A
Best 3-yr total return24.53%
Worst 3-yr total return6.07%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00002AY5.LCategory
YTD8.01%0.00%
1-month1.93%0.00%
3-month1.65%0.00%
1-year18.72%0.00%
3-year9.01%0.00%
5-year11.07%0.00%
10-year10.57%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00002AY5.LCategory
2024
N/AN/A
2023
19.36%N/A
2022
-11.96%N/A
2021
22.95%N/A
2020
10.24%N/A
2019
24.53%N/A
2018
-3.40%N/A
2017
15.47%N/A
2016
22.53%N/A
2015
3.34%N/A
2014
4.81%N/A
2013
18.28%N/A
2012
14.39%N/A
2011
-3.80%N/A
2010
15.86%N/A
2009
21.98%N/A
2008
-17.02%N/A
2007
5.97%N/A
2006
11.56%N/A
2005
17.50%N/A
2004
4.09%N/A
2003
13.11%N/A
2002
-24.41%N/A
2001
-11.53%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.07%N/AN/AN/A
20237.07%4.07%-1.10%8.31%
2022-4.89%-10.76%0.27%3.46%
20212.48%9.44%1.50%8.00%
2020-13.01%17.26%1.96%5.99%
201910.28%8.11%2.08%2.32%
2018-5.25%9.51%3.82%-10.33%
20174.99%2.15%1.95%5.61%
20161.73%7.51%7.92%3.81%
20155.24%-4.39%-3.87%6.85%
20140.45%2.58%-0.61%2.35%
201310.72%-3.16%4.55%5.51%
20128.39%-4.54%6.35%3.95%
20110.38%1.37%-9.47%4.43%
20105.32%-9.67%9.86%10.86%
2009-8.59%3.57%21.08%6.41%
2008-3.09%0.27%-6.68%-8.48%
20071.80%3.76%1.42%-1.07%
20067.72%-5.32%3.12%6.08%
20052.06%4.63%6.18%3.63%
2004-1.39%1.95%-1.64%5.26%
20031.40%5.48%2.14%3.54%
20022.79%-15.45%-16.37%4.01%
2001-6.63%2.31%-16.56%11.00%

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-year9.81%
3-year6.21%
5-year9.35%
10-year9.71%