UK markets open in 5 hours 30 minutes

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

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
Add to watchlist
1,817.00-4.00 (-0.22%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.95%
5-year average return11.85%
Number of years up4
Number of years down1
Best 1-yr total return (9 May 2024)32.59%
Worst 1-yr total return (9 May 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
YTD3.65%0.00%
1-month-4.55%0.00%
3-month-0.96%0.00%
1-year20.78%0.00%
3-year1.71%0.00%
5-year10.56%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)

YTD84
1-month78
3-month100
1-year81
3-year88
5-year76

Load adjusted returns

1-year17.16%
3-year0.68%
5-year9.88%
10-yearN/A