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Money
What pension research reveals about retirement planning
As the cost of living crisis eases, what steps are you taking to build your pension?
TM Credit Suisse Balanced Fund Inc (0P0000ZM7R.L)
LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
Add to watchlist
127.20
+0.20
(+0.16%)
At close: 09:00PM BST
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
★★
Year-to-date return
N/A
5-year average return
N/A
Number of years up
5
Number of years down
2
Best 1-yr total return (Invalid Date)
13.86%
Worst 1-yr total return (Invalid Date)
-7.58%
Best 3-yr total return
13.86%
Worst 3-yr total return
1.77%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
0P0000ZM7R.L
Category
YTD
5.27%
2.91%
1-month
-0.63%
0.67%
3-month
1.12%
2.91%
1-year
14.37%
12.90%
3-year
3.76%
6.44%
5-year
4.13%
6.97%
10-year
0.00%
4.88%
Last bull market
0.00%
0.00%
Last bear market
0.00%
0.00%
Annual total return (%) history
Year
0P0000ZM7R.L
Category
2021
N/A
N/A
2020
0.17%
N/A
2019
13.86%
N/A
2018
-7.58%
N/A
2017
5.81%
N/A
2016
11.30%
N/A
2015
-0.22%
1.35%
2014
3.47%
5.51%
2013
N/A
9.90%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2021
1.30%
3.99%
N/A
N/A
2020
-17.43%
10.69%
1.42%
8.07%
2019
6.52%
3.19%
0.98%
2.58%
2018
-3.95%
2.71%
0.96%
-7.20%
2017
2.07%
0.09%
0.55%
3.01%
2016
0.23%
2.90%
5.74%
2.05%
2015
4.29%
-2.66%
-4.18%
2.57%
2014
-0.78%
1.48%
0.41%
2.34%
2013
2.10%
N/A
N/A
N/A
Rank in category (by total return)
YTD
40
1-month
35
3-month
38
1-year
31
3-year
76
5-year
75
Load adjusted returns
1-year
9.68%
3-year
2.26%
5-year
3.79%
10-year
N/A
Data disclaimer
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