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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
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
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