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Wesleyan Moderate High Rk/Rwd Inc B Acc (0P00018DZH.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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0.00000.0000 (0.00%)
At close: 02:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.34%
5-year average return1.85%
Number of years up4
Number of years down3
Best 1-yr total return (4 Jul 2024)15.88%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return15.88%
Worst 3-yr total return-0.97%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00018DZH.LCategory
YTD2.33%0.00%
1-month0.86%0.00%
3-month2.44%0.00%
1-year7.23%0.00%
3-year1.09%0.00%
5-year2.53%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00018DZH.LCategory
2024
N/AN/A
2023
6.90%N/A
2022
-10.09%N/A
2021
13.87%N/A
2020
-5.16%N/A
2019
15.88%N/A
2018
-7.48%N/A
2017
12.06%N/A
2016
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.04%N/AN/AN/A
20233.43%-2.35%1.18%4.61%
2022-5.57%-6.61%-3.83%6.02%
20212.86%6.10%1.31%2.99%
2020-20.18%10.19%-0.16%8.01%
20196.35%4.61%1.07%3.06%
2018-5.62%7.12%0.40%-8.85%
20174.54%4.26%0.54%2.26%
20167.86%-1.86%N/AN/A

Rank in category (by total return)

YTD90
1-month48
3-month63
1-year91
3-year78
5-year95

Load adjusted returns

1-year7.23%
3-year1.09%
5-year2.53%
10-yearN/A