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WS Ruffer Equity & General C Inc (0P0000XBNN.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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532.95-5.19 (-0.96%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.38%
5-year average return6.24%
Number of years up10
Number of years down1
Best 1-yr total return (17 Apr 2024)21.50%
Worst 1-yr total return (17 Apr 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.
Return0P0000XBNN.LCategory
YTD3.16%0.00%
1-month3.34%0.00%
3-month3.16%0.00%
1-year3.91%0.00%
3-year3.99%0.00%
5-year6.74%0.00%
10-year4.80%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000XBNN.LCategory
2024
N/AN/A
2023
3.46%N/A
2022
1.08%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
8.15%N/A
2015
0.40%N/A
2014
1.34%N/A
2013
21.50%N/A
2012
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.16%N/AN/AN/A
20232.71%-2.09%0.55%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%
20142.13%-1.26%0.25%0.25%
201311.13%1.86%3.63%3.57%
20122.18%N/AN/AN/A

Rank in category (by total return)

YTD52
1-month10
3-month52
1-year75
3-year20
5-year8

Load adjusted returns

1-year-1.28%
3-year2.23%
5-year5.65%
10-year4.27%