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S&W Aubrey Global Conviction Instl Inc (0P00016BN9.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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451.00+3.60 (+0.80%)
As of 09:00PM BST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return22.69%
5-year average return5.54%
Number of years up7
Number of years down2
Best 1-yr total return (18 Jun 2024)49.90%
Worst 1-yr total return (18 Jun 2024)N/A
Best 3-yr total return49.90%
Worst 3-yr total return-10.71%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00016BN9.LCategory
YTD15.61%0.00%
1-month-0.35%0.00%
3-month1.07%0.00%
1-year29.89%0.00%
3-year-4.04%0.00%
5-year5.71%0.00%
10-year10.73%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00016BN9.LCategory
2024
N/AN/A
2023
10.03%N/A
2022
-38.00%N/A
2021
4.36%N/A
2020
49.90%N/A
2019
29.66%N/A
2018
-6.38%N/A
2017
37.63%N/A
2016
8.76%N/A
2015
6.94%N/A
2014
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
202418.74%N/AN/AN/A
20238.11%-6.42%-1.78%10.72%
2022-20.65%-20.88%-2.45%1.24%
2021-5.48%9.71%3.01%-2.30%
2020-4.01%37.95%10.11%2.81%
201919.08%9.89%-1.18%0.26%
20186.73%10.17%0.87%-21.06%
201714.11%7.69%10.30%1.54%
2016-5.75%6.38%12.05%-3.19%
20159.14%-3.31%-5.56%7.30%
20146.37%8.31%N/AN/A

Rank in category (by total return)

YTD3
1-month93
3-month73
1-year2
3-year93
5-year77

Load adjusted returns

1-year29.89%
3-year-4.04%
5-year5.71%
10-year10.73%