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Halifax Ethical Q Acc (0P0001A1EJ.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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186.60-0.30 (-0.16%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.27%
5-year average return10.34%
Number of years up4
Number of years down2
Best 1-yr total return (31 May 2024)21.08%
Worst 1-yr total return (31 May 2024)N/A
Best 3-yr total return21.08%
Worst 3-yr total return5.91%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0001A1EJ.LCategory
YTD8.71%0.00%
1-month-1.41%0.00%
3-month5.44%0.00%
1-year19.62%0.00%
3-year6.50%0.00%
5-year9.31%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0001A1EJ.LCategory
2024
N/AN/A
2023
14.94%N/A
2022
-13.00%N/A
2021
21.08%N/A
2020
12.79%N/A
2019
18.42%N/A
2018
-4.42%N/A
2017
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.26%N/AN/AN/A
20233.15%3.92%-0.32%7.57%
2022-3.22%-10.41%0.62%-0.27%
20214.62%5.45%2.81%6.75%
2020-17.51%18.56%3.66%11.24%
20197.62%7.35%0.83%1.66%
2018-4.42%5.59%2.65%-7.74%
20170.99%0.88%5.24%N/A

Rank in category (by total return)

YTD9
1-month18
3-month31
1-year19
3-year48
5-year43

Load adjusted returns

1-year19.62%
3-year6.50%
5-year9.31%
10-yearN/A