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Waverton UK (0P00008MLC.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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1,510.00+8.00 (+0.53%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.48%
5-year average return4.44%
Number of years up12
Number of years down4
Best 1-yr total return (3 Jul 2024)33.45%
Worst 1-yr total return (3 Jul 2024)N/A
Best 3-yr total return33.45%
Worst 3-yr total return-3.25%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00008MLC.LCategory
YTD4.58%0.00%
1-month-0.20%0.00%
3-month5.29%0.00%
1-year8.60%0.00%
3-year6.85%0.00%
5-year6.09%0.00%
10-year3.61%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00008MLC.LCategory
2024
N/AN/A
2023
8.47%N/A
2022
1.43%N/A
2021
15.02%N/A
2020
-9.63%N/A
2019
25.71%N/A
2018
-17.51%N/A
2017
3.29%N/A
2016
6.30%N/A
2015
6.01%N/A
2014
0.94%N/A
2013
27.63%N/A
2012
8.07%N/A
2011
-7.40%N/A
2010
15.48%N/A
2009
33.45%N/A
2008
-30.05%N/A
2007
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.05%N/AN/AN/A
20232.68%1.58%0.84%3.13%
20220.22%-3.81%-2.64%8.08%
20213.63%5.31%2.33%3.00%
2020-24.82%10.05%-2.97%12.57%
201913.15%3.08%2.58%5.07%
2018-8.35%7.94%-2.81%-14.21%
20170.79%1.39%-1.91%3.04%
2016-3.43%-2.16%11.95%0.49%
20153.51%0.82%-4.06%5.89%
2014-1.00%-0.32%-2.76%5.19%
20139.20%1.32%8.68%6.15%
20126.88%-6.35%4.48%3.34%
20110.03%0.42%-16.81%10.82%
20107.81%-15.99%18.79%7.33%
2009-7.05%9.44%24.73%5.18%
2008-8.94%-1.12%-13.79%-9.89%
20074.59%0.39%2.31%N/A

Rank in category (by total return)

YTD92
1-month100
3-month92
1-year92
3-year61
5-year54

Load adjusted returns

1-year5.34%
3-year5.77%
5-year5.45%
10-year3.30%