UK markets close in 5 hours 31 minutes

Volare Bridge Fund Z Units (Net Income) (0P00016A6V.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
Add to watchlist
81.14+0.25 (+0.31%)
As of 09:00PM BST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.19%
5-year average return7.09%
Number of years up6
Number of years down2
Best 1-yr total return (28 Jun 2024)23.40%
Worst 1-yr total return (28 Jun 2024)N/A
Best 3-yr total return23.40%
Worst 3-yr total return3.09%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00016A6V.LCategory
YTD5.46%0.00%
1-month1.92%0.00%
3-month3.77%0.00%
1-year11.62%0.00%
3-year3.74%0.00%
5-year7.19%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00016A6V.LCategory
2024
N/AN/A
2023
8.29%N/A
2022
-11.55%N/A
2021
14.37%N/A
2020
11.79%N/A
2019
23.40%N/A
2018
-8.00%N/A
2017
8.76%N/A
2016
12.84%N/A
2015
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.94%N/AN/AN/A
20232.35%0.38%-1.37%6.86%
2022-4.42%-8.77%-1.09%2.55%
20210.59%6.30%1.90%4.97%
2020-9.82%13.99%2.40%6.20%
20199.70%5.79%4.29%1.95%
2018-5.27%7.42%0.79%-10.29%
20174.16%1.93%0.43%2.00%
2016-0.90%3.45%8.55%1.40%
2015-4.00%-3.35%7.23%N/A

Rank in category (by total return)

YTD23
1-month11
3-month20
1-year34
3-year29
5-year12

Load adjusted returns

1-year11.62%
3-year3.74%
5-year7.19%
10-yearN/A