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Guggenheim Global Investments PLC - GFI Fund (0P0001CL38.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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8,230.90+29.30 (+0.36%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.86%
5-year average return-0.12%
Number of years up3
Number of years down3
Best 1-yr total return (2 May 2024)13.17%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return13.17%
Worst 3-yr total return-4.23%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0001CL38.LCategory
YTD-0.26%0.00%
1-month0.83%0.00%
3-month-0.26%0.00%
1-year2.32%0.00%
3-year-3.13%0.00%
5-year0.15%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0001CL38.LCategory
2024
N/AN/A
2023
5.35%N/A
2022
-16.48%N/A
2021
-0.15%N/A
2020
13.17%N/A
2019
2.50%N/A
2018
-0.65%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.26%N/AN/AN/A
20232.69%-0.97%-2.95%6.75%
2022-6.81%-6.93%-4.46%0.80%
2021-3.61%3.28%0.32%-0.01%
20202.62%4.76%2.74%2.46%
20190.88%1.65%1.07%-1.10%
2018-0.63%0.19%-0.30%0.09%

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-year-3.73%
3-year-5.08%
5-year-1.06%
10-yearN/A