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Fortem Capital Prgrv Gr A GBP Acc (0P0001BXP4.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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131.52+0.21 (+0.16%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.68%
5-year average return4.19%
Number of years up4
Number of years down2
Best 1-yr total return (4 Jun 2024)13.47%
Worst 1-yr total return (4 Jun 2024)N/A
Best 3-yr total return13.47%
Worst 3-yr total return0.28%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0001BXP4.LCategory
YTD2.27%0.00%
1-month0.05%0.00%
3-month2.18%0.00%
1-year8.61%0.00%
3-year3.45%0.00%
5-year3.69%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0001BXP4.LCategory
2024
N/AN/A
2023
12.42%N/A
2022
-6.54%N/A
2021
7.69%N/A
2020
0.19%N/A
2019
13.47%N/A
2018
-2.48%N/A
2017
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.22%N/AN/AN/A
20234.96%2.28%0.12%4.58%
2022-4.01%-3.55%-5.93%7.30%
20213.28%2.26%-0.35%2.32%
2020-13.28%8.15%1.13%5.64%
20198.12%2.17%0.93%1.76%
2018-0.10%2.30%0.88%-5.40%
20171.24%N/AN/AN/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-year8.61%
3-year3.45%
5-year3.69%
10-yearN/A