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Smith & Williamson MF (0P0000K7VE.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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230.00+1.00 (+0.44%)
As of 09:00PM BST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.47%
5-year average return4.63%
Number of years up12
Number of years down4
Best 1-yr total return (15 Apr 2024)23.23%
Worst 1-yr total return (15 Apr 2024)N/A
Best 3-yr total return23.23%
Worst 3-yr total return2.21%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000K7VE.LCategory
YTD1.60%0.00%
1-month1.99%0.00%
3-month1.60%0.00%
1-year10.79%0.00%
3-year4.07%0.00%
5-year5.06%0.00%
10-year7.30%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000K7VE.LCategory
2024
N/AN/A
2023
11.25%N/A
2022
-11.66%N/A
2021
15.32%N/A
2020
4.81%N/A
2019
13.90%N/A
2018
-0.97%N/A
2017
14.52%N/A
2016
16.46%N/A
2015
6.08%N/A
2014
5.00%N/A
2013
13.38%N/A
2012
8.63%N/A
2011
-6.50%N/A
2010
13.64%N/A
2009
23.23%N/A
2008
-18.63%N/A
2007
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.60%N/AN/AN/A
20232.02%1.42%1.16%6.29%
2022-3.73%-8.93%-2.39%3.23%
20212.15%6.36%2.28%3.77%
2020-19.24%16.22%2.98%8.44%
20197.38%4.05%-0.05%1.99%
2018-3.18%7.26%5.01%-9.18%
20176.43%1.00%1.92%4.54%
2016-0.75%2.24%10.93%3.47%
20157.11%-0.85%-3.97%4.01%
2014-0.05%1.10%1.96%1.91%
20138.71%-1.71%2.87%3.15%
20125.30%-1.54%3.12%1.62%
2011-0.89%1.43%-8.86%2.04%
20104.74%-4.58%6.73%6.53%
2009-0.02%4.48%13.33%4.10%
2008-5.46%0.34%-8.54%-6.22%
20071.88%0.00%-0.39%N/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-year5.25%
3-year2.31%
5-year3.99%
10-year6.75%