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Ninety One American Franchise A Acc H (0P0000JZWG.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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456.27+4.57 (+1.01%)
As of 09:00PM BST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.07%
5-year average return10.68%
Number of years up10
Number of years down4
Best 1-yr total return (24 Apr 2024)29.66%
Worst 1-yr total return (24 Apr 2024)N/A
Best 3-yr total return29.66%
Worst 3-yr total return-0.99%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000JZWG.LCategory
YTD6.91%0.00%
1-month2.26%0.00%
3-month6.91%0.00%
1-year27.06%0.00%
3-year8.25%0.00%
5-year12.21%0.00%
10-year11.49%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000JZWG.LCategory
2024
N/AN/A
2023
29.66%N/A
2022
-25.28%N/A
2021
26.85%N/A
2020
20.32%N/A
2019
28.13%N/A
2018
-0.35%N/A
2017
18.13%N/A
2016
17.61%N/A
2015
-3.71%N/A
2014
12.06%N/A
2013
29.13%N/A
2012
3.70%N/A
2011
-14.48%N/A
2010
9.45%N/A
2009
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.91%N/AN/AN/A
20239.10%8.43%-0.98%10.69%
2022-10.99%-18.37%-3.93%7.04%
20213.59%12.69%1.29%7.28%
2020-13.38%16.06%6.93%11.93%
201913.86%3.90%1.44%6.77%
20180.17%6.47%5.10%-11.10%
20174.73%3.95%1.51%6.88%
20161.47%-0.53%4.20%11.83%
20151.60%-0.35%-9.73%5.35%
20141.94%4.03%-0.45%6.14%
201313.93%0.95%2.86%9.15%
201217.14%-15.68%9.68%-4.28%
20118.21%-4.76%-20.41%4.26%
20105.04%-13.27%7.29%11.98%
200913.86%6.39%N/AN/A

Rank in category (by total return)

YTDN/A
1-monthN/A
3-monthN/A
1-yearN/A
3-yearN/A
5-yearN/A

Load adjusted returns

1-year27.06%
3-year8.25%
5-year12.21%
10-year11.49%