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S&W Dunninger GBP Inc (0P00016BN2.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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2,626.00+42.00 (+1.63%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.99%
5-year average return9.76%
Number of years up6
Number of years down2
Best 1-yr total return (20 Dec 2023)22.72%
Worst 1-yr total return (20 Dec 2023)N/A
Best 3-yr total return22.72%
Worst 3-yr total return4.59%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00016BN2.LCategory
YTD12.99%0.00%
1-month4.29%0.00%
3-month4.62%0.00%
1-year12.99%0.00%
3-year4.59%0.00%
5-year9.95%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00016BN2.LCategory
2023
12.99%N/A
2022
-12.43%N/A
2021
15.64%N/A
2020
14.43%N/A
2019
22.72%N/A
2018
-7.60%N/A
2017
14.41%N/A
2016
20.45%N/A
2015
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20234.22%2.44%1.17%4.62%
2022-4.67%-9.45%0.83%0.61%
20213.53%6.69%1.34%3.31%
2020-14.67%21.30%4.00%6.30%
201910.66%5.56%2.81%2.18%
2018-4.82%6.82%3.45%-12.15%
20175.97%1.34%1.17%5.31%
20160.90%5.60%9.41%3.33%
2015-6.25%9.17%N/AN/A

Rank in category (by total return)

YTDN/A
1-monthN/A
3-monthN/A
1-yearN/A
3-yearN/A
5-yearN/A

Load adjusted returns

1-year9.60%
3-year3.54%
5-year9.28%
10-yearN/A