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Aspect Diversified Trends Fund Class P GBP Institutional Shares (0P0000XJ3Q.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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18,606.60+87.30 (+0.47%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.95%
5-year average return10.54%
Number of years up6
Number of years down4
Best 1-yr total return (5 Jun 2024)36.53%
Worst 1-yr total return (5 Jun 2024)N/A
Best 3-yr total return36.53%
Worst 3-yr total return-7.59%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000XJ3Q.LCategory
YTD17.92%0.00%
1-month1.22%0.00%
3-month13.21%0.00%
1-year18.30%0.00%
3-year16.87%0.00%
5-year11.19%0.00%
10-year8.31%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000XJ3Q.LCategory
2024
N/AN/A
2023
-1.44%N/A
2022
36.53%N/A
2021
5.75%N/A
2020
-4.33%N/A
2019
18.82%N/A
2018
-16.98%N/A
2017
4.11%N/A
2016
-8.70%N/A
2015
8.82%N/A
2014
30.24%N/A
2013
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
202416.51%N/AN/AN/A
2023-5.36%7.59%3.11%-6.12%
202217.53%10.05%7.36%-1.68%
20212.66%1.50%5.19%-3.51%
20200.81%-4.63%-5.38%5.17%
20197.26%6.03%7.12%-2.47%
2018-0.80%-5.60%1.10%-12.31%
2017-1.05%-3.15%-1.11%9.86%
20160.51%-2.20%-1.42%-5.79%
20158.30%-13.87%14.20%2.16%
2014-5.66%6.07%7.11%21.51%
2013-2.97%-6.94%4.17%N/A

Rank in category (by total return)

YTDN/A
1-monthN/A
3-monthN/A
1-yearN/A
3-yearN/A
5-yearN/A

Load adjusted returns

1-year12.38%
3-year14.88%
5-year10.05%
10-year7.76%