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S&W Aubrey Global Conviction Retl B Acc (0P00015JOA.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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426.10+0.30 (+0.07%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return20.03%
5-year average return4.49%
Number of years up7
Number of years down2
Best 1-yr total return (2 Jul 2024)50.38%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return50.38%
Worst 3-yr total return-10.50%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00015JOA.LCategory
YTD15.75%0.00%
1-month-0.34%0.00%
3-month0.46%0.00%
1-year30.20%0.00%
3-year-3.82%0.00%
5-year5.97%0.00%
10-year10.35%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00015JOA.LCategory
2024
N/AN/A
2023
10.28%N/A
2022
-37.87%N/A
2021
4.62%N/A
2020
50.38%N/A
2019
29.95%N/A
2018
-6.18%N/A
2017
37.88%N/A
2016
8.17%N/A
2015
6.47%N/A
2014
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
202418.85%N/AN/AN/A
20238.20%-6.37%-1.72%10.76%
2022-20.61%-20.84%-2.40%1.29%
2021-5.41%9.78%3.07%-2.25%
2020-3.92%38.08%10.19%2.87%
201919.18%9.97%-1.14%0.30%
20186.81%10.19%0.94%-21.03%
201713.99%7.57%10.16%2.08%
2016-5.91%6.22%11.99%-3.35%
20159.05%-3.45%-5.70%7.22%
20146.37%3.91%N/AN/A

Rank in category (by total return)

YTD3
1-month93
3-month78
1-year1
3-year92
5-year74

Load adjusted returns

1-year30.20%
3-year-3.82%
5-year5.97%
10-year10.35%