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WS Ruffer Equity & General C Acc (0P0000XB9Z.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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611.28-8.17 (-1.32%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.06%
5-year average return7.07%
Number of years up11
Number of years down1
Best 1-yr total return (5 Jun 2024)21.50%
Worst 1-yr total return (5 Jun 2024)N/A
Best 3-yr total return21.50%
Worst 3-yr total return2.87%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000XB9Z.LCategory
YTD6.24%0.00%
1-month1.53%0.00%
3-month6.42%0.00%
1-year9.24%0.00%
3-year2.94%0.00%
5-year7.23%0.00%
10-year5.19%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000XB9Z.LCategory
2024
N/AN/A
2023
3.46%N/A
2022
1.07%N/A
2021
13.27%N/A
2020
5.31%N/A
2019
10.20%N/A
2018
-6.21%N/A
2017
11.55%N/A
2016
8.14%N/A
2015
0.41%N/A
2014
1.35%N/A
2013
21.50%N/A
2012
7.59%N/A
2011
3.57%N/A
2010
7.99%N/A
2009
14.51%N/A
2008
7.41%N/A
2007
5.90%N/A
2006
-5.85%N/A
2005
25.96%N/A
2004
-2.37%N/A
2003
52.21%N/A
2002
-12.00%N/A
2001
-3.82%N/A
2000
26.56%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.16%N/AN/AN/A
20232.71%-2.09%0.54%2.32%
20221.27%-2.60%-3.44%6.13%
20218.67%6.43%-0.07%-1.99%
2020-11.97%8.64%-1.32%11.59%
20192.35%2.07%0.68%4.78%
2018-3.22%4.51%-0.86%-6.47%
20172.74%2.27%4.27%1.82%
2016-2.42%-1.10%7.18%4.56%
20153.38%-0.14%-3.43%0.71%
20142.12%-1.26%0.25%0.25%
201311.55%1.47%3.64%3.57%
20124.30%-1.18%2.16%2.17%
20110.63%0.25%-0.65%3.33%
20107.30%-7.25%2.04%6.34%
2009-8.34%7.26%15.09%1.21%
20081.03%-1.16%3.16%4.27%
20072.04%1.81%1.56%0.37%
20066.07%-4.28%-5.60%-1.76%
20052.84%-0.63%19.39%3.23%
2004-0.71%-5.96%1.27%3.25%
2003-0.02%23.03%21.21%2.09%
20024.42%-5.95%-9.96%-0.48%
2001-4.29%0.22%-7.52%8.43%
200025.34%-3.34%3.06%1.36%

Rank in category (by total return)

YTD13
1-month26
3-month2
1-year46
3-year22
5-year6

Load adjusted returns

1-year3.78%
3-year1.19%
5-year6.14%
10-year4.65%