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Mercer Low Volatility Eq M-5£ (0P0000U2A9.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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32,067.00-10.00 (-0.03%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.30%
5-year average return5.99%
Number of years up10
Number of years down2
Best 1-yr total return (4 Jul 2024)27.29%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return27.29%
Worst 3-yr total return5.10%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000U2A9.LCategory
YTD5.25%0.00%
1-month1.34%0.00%
3-month0.94%0.00%
1-year11.06%0.00%
3-year6.60%0.00%
5-year7.06%0.00%
10-year9.38%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000U2A9.LCategory
2024
N/AN/A
2023
7.60%N/A
2022
-3.37%N/A
2021
17.50%N/A
2020
2.26%N/A
2019
17.40%N/A
2018
-1.26%N/A
2017
8.84%N/A
2016
27.29%N/A
2015
7.97%N/A
2014
11.68%N/A
2013
16.56%N/A
2012
5.45%N/A
2011
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.99%N/AN/AN/A
20232.79%0.71%-0.22%4.18%
2022-0.77%-4.54%0.14%1.87%
20212.94%5.84%1.64%6.11%
2020-12.33%13.08%0.56%2.59%
20197.78%6.30%4.61%-2.05%
2018-5.62%7.87%5.61%-8.17%
20175.24%0.48%-0.36%3.30%
20165.56%9.30%5.95%4.13%
20156.90%-4.50%-1.58%7.46%
20142.38%0.97%2.45%5.45%
201313.97%0.51%-1.64%3.45%
20124.48%-0.70%2.22%-0.55%
2011-6.01%5.48%N/AN/A

Rank in category (by total return)

YTD78
1-month64
3-month83
1-year86
3-year56
5-year80

Load adjusted returns

1-year11.06%
3-year6.60%
5-year7.06%
10-year9.38%