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NFU Mutual UK Smaller Companies Fund (0P0001H3U3.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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5,657.65-37.12 (-0.65%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.10%
5-year average return5.93%
Number of years up3
Number of years down2
Best 1-yr total return (5 Jun 2024)28.12%
Worst 1-yr total return (5 Jun 2024)N/A
Best 3-yr total return28.12%
Worst 3-yr total return0.32%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0001H3U3.LCategory
YTD1.70%0.00%
1-month1.22%0.00%
3-month2.82%0.00%
1-year5.30%0.00%
3-year-1.58%0.00%
5-year3.89%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0001H3U3.LCategory
2024
N/AN/A
2023
5.41%N/A
2022
-15.45%N/A
2021
24.32%N/A
2020
-3.96%N/A
2019
28.12%N/A
2018
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.48%N/AN/AN/A
2023-1.88%-1.69%-0.24%9.55%
2022-10.43%-12.15%-5.10%13.23%
202110.41%9.55%2.19%0.58%
2020-34.08%14.33%4.65%21.76%
20199.61%1.48%-0.34%15.57%
20188.08%-1.43%-11.97%N/A

Rank in category (by total return)

YTD84
1-month86
3-month69
1-year53
3-year17
5-year34

Load adjusted returns

1-year5.30%
3-year-1.58%
5-year3.89%
10-yearN/A