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Polen Capital Focus US Gr GBP Instl (0P00018B28.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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2,472.00+25.00 (+1.02%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.74%
5-year average return8.22%
Number of years up6
Number of years down1
Best 1-yr total return (2 May 2024)34.92%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return34.92%
Worst 3-yr total return-1.28%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00018B28.LCategory
YTD7.48%0.00%
1-month-0.54%0.00%
3-month7.48%0.00%
1-year25.96%0.00%
3-year1.20%0.00%
5-year9.81%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00018B28.LCategory
2024
N/AN/A
2023
34.04%N/A
2022
-40.58%N/A
2021
23.16%N/A
2020
31.46%N/A
2019
34.92%N/A
2018
4.93%N/A
2017
25.29%N/A
2016
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.48%N/AN/AN/A
202314.37%8.48%-3.82%12.32%
2022-14.53%-24.86%-6.03%-1.54%
20211.71%13.23%2.27%4.57%
2020-15.70%27.21%9.80%11.65%
201917.14%4.44%-0.18%10.48%
20182.73%7.68%9.88%-13.67%
20178.56%5.87%3.97%4.85%
2016-2.96%4.32%-0.94%N/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-year22.18%
3-year0.18%
5-year9.14%
10-yearN/A