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Wellington Global Credit ESG GBP GQ1DisH (0P0000WE9I.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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961.65+5.31 (+0.56%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.87%
5-year average return0.17%
Number of years up7
Number of years down4
Best 1-yr total return (2 May 2024)10.01%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return10.01%
Worst 3-yr total return-3.79%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000WE9I.LCategory
YTD0.48%0.00%
1-month1.44%0.00%
3-month0.48%0.00%
1-year4.87%0.00%
3-year-2.70%0.00%
5-year0.60%0.00%
10-year2.14%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000WE9I.LCategory
2024
N/AN/A
2023
7.02%N/A
2022
-15.49%N/A
2021
-1.54%N/A
2020
8.58%N/A
2019
10.01%N/A
2018
-2.24%N/A
2017
4.48%N/A
2016
6.29%N/A
2015
0.99%N/A
2014
8.22%N/A
2013
-0.32%N/A
2012
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.48%N/AN/AN/A
20232.54%-0.75%-2.23%7.56%
2022-6.46%-6.29%-5.89%2.45%
2021-2.85%2.10%-0.17%-0.56%
2020-4.29%8.55%1.63%2.82%
20193.74%3.81%2.04%0.11%
2018-1.70%-0.80%0.17%0.09%
20170.64%1.57%1.08%1.11%
20163.71%3.14%1.58%-2.17%
20153.11%-3.12%0.64%0.47%
20142.66%2.68%0.55%2.10%
2013-0.61%-2.48%0.76%2.07%
20124.39%2.29%N/AN/A

Rank in category (by total return)

YTD23
1-month22
3-month23
1-year82
3-year79
5-year56

Load adjusted returns

1-year4.87%
3-year-2.70%
5-year0.60%
10-year2.14%