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Heriot Global A Inc (0P0000ZE5E.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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266.87-0.27 (-0.10%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.10%
5-year average return10.54%
Number of years up8
Number of years down2
Best 1-yr total return (24 Jun 2024)26.65%
Worst 1-yr total return (24 Jun 2024)N/A
Best 3-yr total return26.65%
Worst 3-yr total return6.79%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000ZE5E.LCategory
YTD5.41%0.00%
1-month0.40%0.00%
3-month-0.90%0.00%
1-year13.81%0.00%
3-year6.93%0.00%
5-year11.27%0.00%
10-year11.24%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000ZE5E.LCategory
2024
N/AN/A
2023
13.20%N/A
2022
-12.89%N/A
2021
23.51%N/A
2020
16.69%N/A
2019
26.65%N/A
2018
-0.70%N/A
2017
15.90%N/A
2016
23.56%N/A
2015
0.32%N/A
2014
9.72%N/A
2013
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.89%N/AN/AN/A
20233.64%2.07%-3.39%10.76%
2022-7.49%-10.72%2.94%2.45%
20211.38%9.32%2.87%8.34%
2020-9.47%16.73%4.75%5.41%
20196.80%9.80%5.12%2.74%
2018-5.45%10.15%4.80%-9.02%
20175.91%2.38%-1.30%8.31%
20161.25%5.28%10.17%5.22%
20157.32%-4.04%-12.86%11.79%
20140.04%2.74%1.35%5.33%
2013-3.77%4.81%3.37%N/A

Rank in category (by total return)

YTD70
1-month78
3-month76
1-year66
3-year29
5-year28

Load adjusted returns

1-year13.81%
3-year6.93%
5-year11.27%
10-year11.24%