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IFSL Avellemy 6 C GBP Inc (0P0001H9ID.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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124.60+0.50 (+0.40%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.28%
5-year average return4.90%
Number of years up3
Number of years down1
Best 1-yr total return (5 Jul 2024)10.95%
Worst 1-yr total return (5 Jul 2024)N/A
Best 3-yr total return10.95%
Worst 3-yr total return1.55%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0001H9ID.LCategory
YTD5.93%0.00%
1-month1.16%0.00%
3-month3.48%0.00%
1-year12.11%0.00%
3-year3.08%0.00%
5-year5.46%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0001H9ID.LCategory
2024
N/AN/A
2023
9.70%N/A
2022
-11.14%N/A
2021
10.95%N/A
2020
6.22%N/A
2019
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.67%N/AN/AN/A
20232.52%1.10%0.27%5.55%
2022-4.87%-6.66%-1.51%1.61%
20212.60%4.49%0.69%2.78%
2020-15.66%13.62%2.37%8.28%
20192.55%1.82%N/AN/A

Rank in category (by total return)

YTD16
1-month31
3-month26
1-year27
3-year41
5-year39

Load adjusted returns

1-year6.50%
3-year1.33%
5-year4.38%
10-yearN/A