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Polen Capital Focus US Gr GBP (0P0001CPJV.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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1,777.00-21.00 (-1.17%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.59%
5-year average return10.65%
Number of years up4
Number of years down1
Best 1-yr total return (25 Apr 2024)32.59%
Worst 1-yr total return (25 Apr 2024)N/A
Best 3-yr total return32.59%
Worst 3-yr total return3.31%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0001CPJV.LCategory
YTD8.59%0.00%
1-month-0.49%0.00%
3-month8.59%0.00%
1-year23.99%0.00%
3-year5.81%0.00%
5-year12.59%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0001CPJV.LCategory
2024
N/AN/A
2023
28.13%N/A
2022
-31.24%N/A
2021
25.14%N/A
2020
31.30%N/A
2019
32.59%N/A
2018
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.59%N/AN/AN/A
202312.22%5.58%0.38%7.74%
2022-11.59%-18.12%3.15%-7.92%
20211.06%12.86%5.24%4.25%
2020-8.28%28.03%5.90%5.57%
201915.22%7.62%3.61%3.20%
201814.94%11.64%-12.79%N/A

Rank in category (by total return)

YTD82
1-month99
3-month82
1-year82
3-year87
5-year75

Load adjusted returns

1-year20.27%
3-year4.74%
5-year11.90%
10-yearN/A