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Iceberg Trust A Acc (0P0000K7VJ.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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229.00+1.70 (+0.75%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.47%
5-year average return5.89%
Number of years up11
Number of years down5
Best 1-yr total return (20 Jun 2024)15.68%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return15.68%
Worst 3-yr total return1.27%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000K7VJ.LCategory
YTD3.51%0.00%
1-month0.00%0.00%
3-month1.61%0.00%
1-year7.89%0.00%
3-year3.81%0.00%
5-year6.20%0.00%
10-year5.04%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000K7VJ.LCategory
2024
N/AN/A
2023
2.96%N/A
2022
-1.16%N/A
2021
11.03%N/A
2020
8.87%N/A
2019
11.79%N/A
2018
-4.49%N/A
2017
3.73%N/A
2016
11.27%N/A
2015
0.21%N/A
2014
4.67%N/A
2013
11.84%N/A
2012
-0.24%N/A
2011
-6.93%N/A
2010
15.68%N/A
2009
11.37%N/A
2008
-1.15%N/A
2007
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.70%N/AN/AN/A
20230.05%-0.80%0.33%3.40%
2022-0.42%-4.62%2.93%1.09%
20212.01%3.03%2.06%3.51%
2020-5.27%7.70%1.71%4.92%
20193.83%4.23%1.80%1.48%
2018-4.07%5.93%1.59%-7.49%
20170.81%0.49%-0.12%2.52%
2016-0.14%4.57%5.56%0.94%
20153.60%-1.00%-6.42%4.40%
2014-0.58%1.39%1.76%2.05%
20139.33%-0.45%1.19%1.55%
20122.18%-2.45%1.14%-1.04%
2011-1.05%-0.15%-6.94%1.23%
20106.53%-1.23%2.98%6.75%
20090.40%0.68%9.31%0.79%
2008-1.73%2.15%-6.24%5.02%
2007-0.11%0.55%4.09%N/A

Rank in category (by total return)

YTD30
1-month94
3-month73
1-year65
3-year4
5-year4

Load adjusted returns

1-year2.50%
3-year2.05%
5-year5.11%
10-year4.50%