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The Arbor Fund (0P00002B8X.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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24.260.00 (0.00%)
As of 09:00PM BST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.12%
5-year average return7.73%
Number of years up15
Number of years down5
Best 1-yr total return (30 Apr 2024)28.26%
Worst 1-yr total return (30 Apr 2024)N/A
Best 3-yr total return28.26%
Worst 3-yr total return1.63%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00002B8X.LCategory
YTD6.93%0.00%
1-month4.20%0.00%
3-month6.93%0.00%
1-year15.98%0.00%
3-year6.90%0.00%
5-year8.50%0.00%
10-year7.55%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00002B8X.LCategory
2024
N/AN/A
2023
12.72%N/A
2022
-8.41%N/A
2021
13.29%N/A
2020
9.50%N/A
2019
17.53%N/A
2018
-5.80%N/A
2017
10.34%N/A
2016
17.16%N/A
2015
-0.97%N/A
2014
6.48%N/A
2013
14.16%N/A
2012
3.18%N/A
2011
-10.87%N/A
2010
20.29%N/A
2009
28.26%N/A
2008
-32.77%N/A
2007
19.77%N/A
2006
11.21%N/A
2005
23.18%N/A
2004
8.45%N/A
2003
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.93%N/AN/AN/A
20233.92%-0.08%2.20%6.22%
2022-3.33%-7.10%-0.94%2.95%
20212.39%5.05%1.66%3.60%
2020-10.81%13.45%3.43%4.62%
20197.02%4.70%3.64%1.20%
2018-4.73%6.74%3.92%-10.86%
20173.69%0.84%0.36%5.15%
20161.93%3.83%7.74%2.74%
20153.69%-4.28%-3.69%3.59%
2014-0.20%1.46%0.52%4.61%
201310.31%-1.04%2.26%2.27%
20124.81%-5.39%1.91%2.10%
2011-0.81%-3.07%-9.96%2.96%
20107.75%-4.05%6.69%9.06%
20092.33%4.81%12.93%5.90%
2008-10.50%1.23%-12.21%-15.48%
20074.38%5.86%7.37%0.95%
20069.88%-6.85%0.77%7.83%
20054.14%1.69%10.64%5.14%
20041.23%-0.30%1.45%5.92%
20036.56%4.42%2.56%N/A

Rank in category (by total return)

YTD5
1-month3
3-month5
1-year5
3-year5
5-year5

Load adjusted returns

1-year4.39%
3-year3.21%
5-year6.24%
10-year6.43%