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Smith & Williamson Stellar (0P0000K7VF.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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198.600.00 (0.00%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.88%
5-year average return6.56%
Number of years up12
Number of years down3
Best 1-yr total return (21 May 2024)19.57%
Worst 1-yr total return (21 May 2024)N/A
Best 3-yr total return19.57%
Worst 3-yr total return0.89%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000K7VF.LCategory
YTD4.78%0.00%
1-month-1.71%0.00%
3-month3.67%0.00%
1-year6.90%0.00%
3-year1.40%0.00%
5-year5.44%0.00%
10-year6.68%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000K7VF.LCategory
2024
N/AN/A
2023
5.53%N/A
2022
-10.08%N/A
2021
8.23%N/A
2020
13.76%N/A
2019
18.93%N/A
2018
-5.31%N/A
2017
12.68%N/A
2016
13.10%N/A
2015
1.41%N/A
2014
8.83%N/A
2013
19.57%N/A
2012
10.39%N/A
2011
-8.25%N/A
2010
15.80%N/A
2009
13.12%N/A
2008
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.60%N/AN/AN/A
20231.40%1.78%-3.18%5.61%
2022-3.25%-8.16%-0.85%2.06%
20210.96%2.15%0.52%4.38%
2020-10.58%13.58%4.62%7.06%
20198.20%3.71%2.10%3.81%
2018-2.95%2.01%3.42%-7.52%
20174.95%2.73%1.98%2.48%
2016-1.38%2.74%7.80%3.54%
20154.38%-2.45%-6.87%6.94%
20140.34%4.50%1.35%2.41%
20139.40%3.59%1.36%4.10%
20125.69%-2.82%5.72%1.66%
2011-0.48%-0.07%-9.68%2.14%
20107.06%-10.52%9.47%10.43%
2009-8.21%3.65%14.78%3.59%
2008-9.87%-4.94%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-year1.56%
3-year-0.31%
5-year4.36%
10-year6.13%