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State Street AUT North America Screened (ex Controversies and CW) Index Equity (0P00007Z95.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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660.54+6.62 (+1.01%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.25%
5-year average return13.78%
Number of years up15
Number of years down2
Best 1-yr total return (2 May 2024)33.43%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return33.43%
Worst 3-yr total return8.86%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00007Z95.LCategory
YTD11.13%0.00%
1-month3.17%0.00%
3-month11.13%0.00%
1-year27.19%0.00%
3-year13.67%0.00%
5-year15.06%0.00%
10-year15.17%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00007Z95.LCategory
2024
N/AN/A
2023
20.35%N/A
2022
-10.16%N/A
2021
27.91%N/A
2020
15.93%N/A
2019
25.74%N/A
2018
0.33%N/A
2017
10.70%N/A
2016
33.43%N/A
2015
4.88%N/A
2014
19.31%N/A
2013
27.77%N/A
2012
9.39%N/A
2011
0.01%N/A
2010
17.91%N/A
2009
13.85%N/A
2008
-14.72%N/A
2007
4.73%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.13%N/AN/AN/A
20235.15%5.59%0.96%7.37%
2022-2.63%-9.84%3.30%-0.94%
20214.63%8.70%2.55%9.66%
2020-14.57%21.74%4.40%6.77%
201911.09%6.71%4.79%1.23%
2018-4.65%9.91%8.32%-11.61%
20174.69%-0.98%1.28%5.44%
20164.07%10.10%6.95%8.89%
20155.78%-5.58%-3.58%8.90%
20141.15%2.76%6.05%8.24%
201317.51%2.12%-0.81%7.34%
20128.98%-1.67%3.23%-1.12%
20113.22%-0.74%-12.02%10.95%
201012.09%-10.56%5.64%11.33%
2009-10.14%1.62%19.13%4.65%
2008-9.43%-1.84%1.05%-5.08%
20070.70%4.09%0.92%-1.00%

Rank in category (by total return)

YTD55
1-month65
3-month55
1-year35
3-year34
5-year35

Load adjusted returns

1-year27.19%
3-year13.67%
5-year15.06%
10-year15.17%