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WS New Villture Fund (0P00002B59.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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0.00000.0000 (0.00%)
At close: 02:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.74%
5-year average return5.88%
Number of years up14
Number of years down4
Best 1-yr total return (26 Apr 2024)16.46%
Worst 1-yr total return (26 Apr 2024)N/A
Best 3-yr total return16.46%
Worst 3-yr total return2.91%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00002B59.LCategory
YTD4.69%0.00%
1-month2.41%0.00%
3-month4.69%0.00%
1-year13.61%0.00%
3-year3.63%0.00%
5-year6.98%0.00%
10-year6.26%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00002B59.LCategory
2024
N/AN/A
2023
12.30%N/A
2022
-10.30%N/A
2021
11.24%N/A
2020
9.21%N/A
2019
16.46%N/A
2018
-3.78%N/A
2017
6.89%N/A
2016
11.22%N/A
2015
0.02%N/A
2014
7.13%N/A
2013
11.39%N/A
2012
7.97%N/A
2011
-0.11%N/A
2010
4.31%N/A
2009
13.64%N/A
2008
-23.56%N/A
2007
3.92%N/A
2006
4.58%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.69%N/AN/AN/A
20233.49%2.74%-0.21%5.85%
2022-1.64%-9.46%-3.01%3.85%
20215.41%4.42%1.52%-0.45%
2020-10.93%7.49%5.72%7.89%
20196.47%3.63%1.50%4.00%
2018-3.34%3.67%1.92%-5.79%
20172.74%1.23%-0.50%3.29%
2016-0.44%0.91%6.03%4.40%
20154.30%-1.93%-3.82%1.67%
2014-0.37%-0.12%2.44%5.09%
201310.21%-0.46%0.88%0.65%
20123.68%-2.19%3.77%2.60%
20110.63%1.85%-2.39%-0.16%
20101.62%-4.37%2.06%5.17%
20093.36%2.86%4.13%2.65%
2008-6.25%1.52%-7.62%-13.06%
20070.38%3.49%-0.40%0.44%
20062.41%-2.99%1.70%3.51%

Rank in category (by total return)

YTD10
1-month44
3-month10
1-year6
3-year13
5-year3

Load adjusted returns

1-year5.09%
3-year0.97%
5-year5.33%
10-year5.44%