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MI Chelverton UK Equity Growth A Acc (0P00018NL9.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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231.66+1.47 (+0.64%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.01%
5-year average return6.71%
Number of years up3
Number of years down2
Best 1-yr total return (30 Apr 2024)39.71%
Worst 1-yr total return (30 Apr 2024)N/A
Best 3-yr total return39.71%
Worst 3-yr total return-1.96%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00018NL9.LCategory
YTD3.91%0.00%
1-month4.26%0.00%
3-month3.91%0.00%
1-year3.14%0.00%
3-year-4.62%0.00%
5-year7.52%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00018NL9.LCategory
2024
N/AN/A
2023
-4.57%N/A
2022
-22.75%N/A
2021
27.83%N/A
2020
15.21%N/A
2019
39.71%N/A
2018
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.91%N/AN/AN/A
2023-3.86%-1.87%-4.25%5.63%
2022-12.15%-10.55%-7.81%6.62%
202112.83%8.85%6.45%-2.23%
2020-28.30%21.80%9.11%20.91%
20199.66%6.60%3.71%15.23%
2018-14.67%N/AN/AN/A

Rank in category (by total return)

YTD15
1-month21
3-month15
1-year65
3-year51
5-year12

Load adjusted returns

1-year-2.01%
3-year-6.23%
5-year6.43%
10-yearN/A