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(0P0000TOJ8.L)

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Performance overview

Morningstar return ratingN/A1
Year-to-date return22.15%
5-year average return15.82%
Number of years up10
Number of years down3
Best 1-yr total return (21 Jun 2024)32.72%
Worst 1-yr total return (21 Jun 2024)N/A
Best 3-yr total return32.72%
Worst 3-yr total return7.61%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000TOJ8.LCategory
YTD16.58%0.00%
1-month3.32%0.00%
3-month4.00%0.00%
1-year32.98%0.00%
3-year11.92%0.00%
5-year16.13%0.00%
10-year14.79%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000TOJ8.LCategory
2024
N/AN/A
2023
16.66%N/A
2022
-12.81%N/A
2021
32.72%N/A
2020
20.76%N/A
2019
29.09%N/A
2018
-2.79%N/A
2017
12.72%N/A
2016
30.08%N/A
2015
-0.70%N/A
2014
15.49%N/A
2013
30.09%N/A
2012
4.49%N/A
2011
0.44%N/A
2010
18.73%N/A
2009
11.85%N/A
2008
-12.22%N/A
2007
8.56%N/A
2006
-1.50%N/A
2005
21.43%N/A
2004
6.32%N/A
2003
17.72%N/A
2002
-30.76%N/A
2001
-4.97%N/A
2000
16.28%N/A
1999
20.13%N/A
1998
27.76%N/A
1997
21.09%N/A
1996
8.76%N/A
1995
35.58%N/A
1994
-3.43%N/A
1993
12.64%N/A
1992
39.64%N/A
1991
32.09%N/A
1990
-14.93%N/A
1989
36.65%N/A
1988
14.52%N/A
1987
-23.42%N/A
1986
20.84%N/A
1985
8.62%N/A
1984
24.88%N/A
1983
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
202417.13%N/AN/AN/A
20230.95%6.36%0.65%7.95%
2022-8.11%-8.80%3.26%0.75%
20216.87%9.29%4.56%8.68%
2020-11.82%18.76%7.33%7.43%
201914.58%7.43%4.64%0.22%
2018-6.33%12.51%7.92%-14.54%
20173.49%-0.58%2.34%7.05%
20160.19%8.04%8.97%10.28%
20155.40%-8.55%-7.14%10.94%
2014-0.22%2.21%3.24%9.69%
201319.10%4.16%-1.14%6.07%
20125.96%-3.59%4.22%-1.85%
20112.25%-0.11%-8.72%7.72%
201011.41%-9.37%3.22%13.92%
2009-7.26%0.23%16.38%3.40%
2008-9.93%-1.95%0.90%-1.49%
20071.61%4.36%2.83%-0.44%
20064.50%-8.64%1.90%1.24%
20051.34%6.95%6.16%5.54%
20041.59%1.21%0.05%3.35%
20031.00%7.06%2.85%5.85%
20021.54%-19.55%-15.80%0.66%
2001-4.91%8.95%-21.47%16.80%
20008.90%5.77%5.52%-4.32%
199911.22%7.23%-8.24%9.77%
199820.90%2.33%-13.69%19.65%
1997-0.23%13.49%20.53%-11.27%
199613.90%5.12%-1.73%-7.57%
19955.51%6.42%16.06%4.04%
1994-0.89%-10.32%4.68%3.79%
19930.74%-0.66%2.34%9.99%
19927.25%-9.35%15.03%24.87%
199127.57%4.50%-0.05%-0.86%
1990-0.28%1.47%-22.14%7.98%
198911.58%21.14%2.44%-1.31%
19884.64%12.28%1.23%-3.72%
198711.32%1.55%0.23%-32.41%
198611.50%13.90%-7.68%3.07%
198530.13%-11.24%-7.39%1.54%
1984-8.60%3.06%19.14%11.26%
19830.21%2.64%4.37%N/A

Rank in category (by total return)

YTD2
1-month18
3-month9
1-year2
3-year45
5-year6

Load adjusted returns

1-year32.98%
3-year11.92%
5-year16.13%
10-year14.79%