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WS Charteris Premium Income I Acc (0P0001CSQB.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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223.50+2.81 (+1.27%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return13.29%
5-year average return7.84%
Number of years up4
Number of years down2
Best 1-yr total return (20 May 2024)18.98%
Worst 1-yr total return (20 May 2024)N/A
Best 3-yr total return18.98%
Worst 3-yr total return-0.86%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0001CSQB.LCategory
YTD9.55%0.00%
1-month4.53%0.00%
3-month11.78%0.00%
1-year11.18%0.00%
3-year3.40%0.00%
5-year6.29%0.00%
10-year4.42%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0001CSQB.LCategory
2024
N/AN/A
2023
3.28%N/A
2022
-2.21%N/A
2021
9.18%N/A
2020
5.05%N/A
2019
18.98%N/A
2018
-17.40%N/A
2017
11.86%N/A
2016
18.32%N/A
2015
-1.72%N/A
2014
-5.32%N/A
2013
4.73%N/A
2012
10.96%N/A
2011
-4.96%N/A
2010
17.40%N/A
2009
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.81%N/AN/AN/A
20230.81%-4.50%3.68%3.47%
2022-3.57%-4.61%-5.34%12.31%
20215.39%1.03%-0.59%3.15%
2020-23.19%16.02%0.96%16.75%
201910.41%1.76%-1.91%7.96%
2018-9.13%4.27%-7.05%-6.21%
20175.19%1.06%2.82%2.33%
20163.11%2.71%10.05%1.52%
20154.64%-1.48%-7.56%3.13%
2014-1.92%0.79%-3.54%-0.72%
20134.44%-6.42%7.30%-0.13%
20126.78%-3.49%6.24%1.35%
20110.25%-0.86%-12.08%8.77%
20104.05%-6.76%13.87%6.27%
20094.99%N/AN/AN/A

Rank in category (by total return)

YTD3
1-month8
3-month4
1-year17
3-year74
5-year11

Load adjusted returns

1-year11.18%
3-year3.40%
5-year6.29%
10-year4.42%