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WAY Flexible Global Growth Portfolio Fund (0P00014MI9.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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176.29+0.23 (+0.13%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.54%
5-year average return5.44%
Number of years up8
Number of years down2
Best 1-yr total return (3 Jun 2024)16.73%
Worst 1-yr total return (3 Jun 2024)N/A
Best 3-yr total return16.73%
Worst 3-yr total return1.29%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00014MI9.LCategory
YTD5.20%0.00%
1-month-1.09%0.00%
3-month4.45%0.00%
1-year10.16%0.00%
3-year0.86%0.00%
5-year4.82%0.00%
10-year5.72%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00014MI9.LCategory
2024
N/AN/A
2023
6.61%N/A
2022
-12.76%N/A
2021
11.73%N/A
2020
9.72%N/A
2019
14.10%N/A
2018
-8.47%N/A
2017
9.83%N/A
2016
16.73%N/A
2015
6.17%N/A
2014
0.30%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.36%N/AN/AN/A
20232.07%0.23%-0.31%4.53%
2022-5.94%-7.48%0.00%0.25%
20212.73%5.34%1.30%1.92%
2020-16.83%16.45%4.45%8.47%
20194.73%4.55%1.87%2.29%
2018-4.84%3.45%1.64%-8.52%
20173.21%0.16%0.86%5.34%
2016-0.66%3.67%8.86%4.12%
20158.32%-3.03%-5.38%6.83%
2014-0.58%-0.79%0.32%1.37%

Rank in category (by total return)

YTD9
1-month62
3-month15
1-year33
3-year76
5-year39

Load adjusted returns

1-year7.96%
3-year0.18%
5-year4.40%
10-year5.51%