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WS Charteris Premium Income I Inc (0P0001CSQC.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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110.92+0.26 (+0.23%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.41%
5-year average return6.11%
Number of years up4
Number of years down1
Best 1-yr total return (2 May 2024)18.96%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return18.96%
Worst 3-yr total return3.30%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0001CSQC.LCategory
YTD4.79%0.00%
1-month6.61%0.00%
3-month4.79%0.00%
1-year7.35%0.00%
3-year3.12%0.00%
5-year5.57%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0001CSQC.LCategory
2024
N/AN/A
2023
3.25%N/A
2022
-2.18%N/A
2021
9.15%N/A
2020
5.09%N/A
2019
18.96%N/A
2018
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.79%N/AN/AN/A
20230.79%-4.51%3.69%3.46%
2022-3.55%-4.61%-5.34%12.32%
20215.36%1.04%-0.59%3.14%
2020-23.27%16.19%0.96%16.75%
201910.12%2.04%-1.95%7.96%
20184.27%-7.03%-6.21%N/A

Rank in category (by total return)

YTD9
1-month6
3-month9
1-year57
3-year80
5-year28

Load adjusted returns

1-year7.35%
3-year3.12%
5-year5.57%
10-yearN/A