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ES River and Mercantile UK Alpha Fund (0P00007Y9Z.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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1,925.34+18.04 (+0.95%)
As of 09:00PM BST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.59%
5-year average return7.87%
Number of years up10
Number of years down7
Best 1-yr total return (20 May 2024)50.99%
Worst 1-yr total return (20 May 2024)N/A
Best 3-yr total return50.99%
Worst 3-yr total return0.75%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00007Y9Z.LCategory
YTD5.75%0.00%
1-month4.42%0.00%
3-month7.62%0.00%
1-year9.19%0.00%
3-year4.54%0.00%
5-year6.11%0.00%
10-year6.71%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00007Y9Z.LCategory
2024
N/AN/A
2023
8.94%N/A
2022
-4.14%N/A
2021
20.26%N/A
2020
-5.77%N/A
2019
21.26%N/A
2018
-10.50%N/A
2017
17.26%N/A
2016
24.24%N/A
2015
1.11%N/A
2014
-0.02%N/A
2013
40.12%N/A
2012
27.29%N/A
2011
-13.51%N/A
2010
21.63%N/A
2009
50.99%N/A
2008
-34.43%N/A
2007
-5.01%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.27%N/AN/AN/A
20233.48%-2.94%3.12%5.18%
2022-0.66%-7.37%-6.43%11.34%
202112.46%4.43%3.33%-0.90%
2020-33.97%15.16%-2.19%26.69%
20199.15%0.55%1.30%9.07%
2018-5.94%9.22%-1.46%-11.59%
20175.00%1.66%4.73%4.90%
20160.06%0.81%12.70%9.29%
20155.98%2.56%-6.92%-0.06%
20143.76%-1.91%-0.64%-1.14%
201311.49%0.99%12.44%10.68%
201214.79%-6.78%9.90%8.24%
20110.43%0.80%-18.50%4.83%
20106.91%-12.45%17.89%10.23%
2009-7.00%25.22%30.65%-0.77%
2008-8.89%-3.42%-13.67%-13.67%
20072.63%3.11%-4.02%-6.48%

Rank in category (by total return)

YTD30
1-month7
3-month19
1-year33
3-year27
5-year15

Load adjusted returns

1-year3.46%
3-year2.67%
5-year4.97%
10-year6.13%