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AI North American Equity UKInstitutional (0P0001HB5C.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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263.70+0.40 (+0.15%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return19.54%
5-year average return17.07%
Number of years up5
Number of years down1
Best 1-yr total return (27 Jun 2024)31.27%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return31.27%
Worst 3-yr total return12.73%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0001HB5C.LCategory
YTD13.01%0.00%
1-month1.26%0.00%
3-month3.96%0.00%
1-year28.44%0.00%
3-year13.63%0.00%
5-year17.00%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0001HB5C.LCategory
2024
N/AN/A
2023
20.88%N/A
2022
-9.61%N/A
2021
31.27%N/A
2020
20.72%N/A
2019
23.81%N/A
2018
0.29%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
202413.06%N/AN/AN/A
20233.01%7.45%1.53%7.56%
2022-2.18%-12.71%7.54%-1.56%
20216.05%9.32%5.72%7.11%
2020-12.56%19.93%8.83%5.78%
201911.18%4.55%3.51%2.91%
2018-4.88%13.84%6.21%-12.80%

Rank in category (by total return)

YTDN/A
1-monthN/A
3-monthN/A
1-yearN/A
3-yearN/A
5-yearN/A

Load adjusted returns

1-year28.44%
3-year13.63%
5-year17.00%
10-yearN/A