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TM Credit Suisse Balanced Fund Inc (0P0000ZM7R.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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127.20+0.20 (+0.16%)
At close: 09:00PM BST

Performance overview

Morningstar return rating★★
Year-to-date returnN/A
5-year average returnN/A
Number of years up5
Number of years down2
Best 1-yr total return (Invalid Date)13.86%
Worst 1-yr total return (Invalid Date)-7.58%
Best 3-yr total return13.86%
Worst 3-yr total return1.77%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000ZM7R.LCategory
YTD5.27%2.91%
1-month-0.63%0.67%
3-month1.12%2.91%
1-year14.37%12.90%
3-year3.76%6.44%
5-year4.13%6.97%
10-year0.00%4.88%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000ZM7R.LCategory
2021
N/AN/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/A9.90%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20211.30%3.99%N/AN/A
2020-17.43%10.69%1.42%8.07%
20196.52%3.19%0.98%2.58%
2018-3.95%2.71%0.96%-7.20%
20172.07%0.09%0.55%3.01%
20160.23%2.90%5.74%2.05%
20154.29%-2.66%-4.18%2.57%
2014-0.78%1.48%0.41%2.34%
20132.10%N/AN/AN/A

Rank in category (by total return)

YTD40
1-month35
3-month38
1-year31
3-year76
5-year75

Load adjusted returns

1-year9.68%
3-year2.26%
5-year3.79%
10-yearN/A