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Quilter Investors US Eq Gr A (GBP) Acc (0P0000Y2MC.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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558.90-1.30 (-0.23%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.87%
5-year average return17.36%
Number of years up9
Number of years down1
Best 1-yr total return (30 Apr 2024)47.50%
Worst 1-yr total return (30 Apr 2024)N/A
Best 3-yr total return47.50%
Worst 3-yr total return7.93%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000Y2MC.LCategory
YTD14.26%0.00%
1-month3.30%0.00%
3-month14.26%0.00%
1-year40.42%0.00%
3-year12.83%0.00%
5-year19.48%0.00%
10-year17.79%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000Y2MC.LCategory
2024
N/AN/A
2023
31.45%N/A
2022
-22.63%N/A
2021
23.65%N/A
2020
47.50%N/A
2019
31.94%N/A
2018
1.58%N/A
2017
15.75%N/A
2016
30.07%N/A
2015
5.98%N/A
2014
12.98%N/A
2013
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
202414.26%N/AN/AN/A
20236.96%11.17%1.10%9.35%
2022-5.51%-15.95%5.69%-7.83%
20210.02%9.85%4.11%8.09%
2020-5.56%29.33%10.96%8.82%
201914.85%7.99%1.06%5.27%
2018-3.11%15.62%9.38%-17.10%
20175.82%-0.86%2.72%7.42%
2016-0.22%6.70%10.04%11.03%
20156.22%-5.41%-5.79%11.97%
2014-0.44%2.68%5.30%4.95%
20130.49%2.73%6.74%N/A

Rank in category (by total return)

YTD18
1-month19
3-month18
1-year11
3-year35
5-year8

Load adjusted returns

1-year40.42%
3-year12.83%
5-year19.48%
10-year17.79%