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IFSL atomos Balanced Fund (0P0001FI2B.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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120.100.00 (0.00%)
As of 09:00PM BST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.26%
5-year average return3.94%
Number of years up3
Number of years down1
Best 1-yr total return (27 Jun 2024)10.49%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return10.49%
Worst 3-yr total return-0.36%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0001FI2B.LCategory
YTD3.96%0.00%
1-month0.95%0.00%
3-month1.47%0.00%
1-year11.25%0.00%
3-year1.61%0.00%
5-year4.17%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0001FI2B.LCategory
2024
N/AN/A
2023
10.49%N/A
2022
-10.49%N/A
2021
5.66%N/A
2020
4.62%N/A
2019
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.84%N/AN/AN/A
20232.67%1.61%-0.90%6.89%
2022-2.19%-7.14%-4.04%2.70%
20210.78%3.97%-0.50%1.33%
2020-13.05%13.22%0.32%5.93%
20194.65%2.35%1.58%N/A

Rank in category (by total return)

YTD65
1-month41
3-month86
1-year41
3-year70
5-year73

Load adjusted returns

1-year11.25%
3-year1.61%
5-year4.17%
10-yearN/A