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Marriott International Funds - Marriott First World Equity Fund Inc (0P0000JM57.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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169.24-0.32 (-0.19%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.94%
5-year average return4.21%
Number of years up13
Number of years down2
Best 1-yr total return (26 Jun 2024)18.35%
Worst 1-yr total return (26 Jun 2024)N/A
Best 3-yr total return18.35%
Worst 3-yr total return3.93%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000JM57.LCategory
YTD0.95%0.00%
1-month0.81%0.00%
3-month-0.84%0.00%
1-year1.43%0.00%
3-year3.24%0.00%
5-year4.69%0.00%
10-year6.35%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000JM57.LCategory
2024
N/AN/A
2023
-0.80%N/A
2022
0.96%N/A
2021
12.61%N/A
2020
4.12%N/A
2019
17.56%N/A
2018
-4.31%N/A
2017
5.35%N/A
2016
18.35%N/A
2015
8.15%N/A
2014
5.75%N/A
2013
17.99%N/A
2012
3.45%N/A
2011
1.43%N/A
2010
7.00%N/A
2009
7.29%N/A
2008
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.98%N/AN/AN/A
2023-1.64%1.23%-3.34%3.08%
2022-1.27%-2.63%-0.19%5.23%
20210.22%5.06%0.69%6.22%
2020-9.43%9.52%3.90%1.02%
20198.21%6.02%3.96%-1.43%
2018-9.30%5.66%6.31%-6.08%
20176.12%0.61%-2.35%1.04%
20164.77%8.81%2.78%1.01%
20155.02%-5.98%-0.15%9.69%
2014-0.80%1.22%0.99%4.29%
201315.79%1.23%-2.67%3.43%
20121.50%0.03%3.49%-1.54%
20113.78%0.98%-9.13%6.51%
20104.06%-12.02%9.61%6.63%
2009-15.10%0.87%18.13%6.06%
2008-0.92%-0.21%N/AN/A

Rank in category (by total return)

YTD97
1-month80
3-month95
1-year99
3-year87
5-year96

Load adjusted returns

1-year-1.61%
3-year2.20%
5-year4.06%
10-year6.03%