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WS Ruffer Total Return Fund (0P0001HCAX.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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570.54+0.75 (+0.13%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.04%
5-year average return0.00%
Number of years up3
Number of years down1
Best 1-yr total return (17 Apr 2024)11.98%
Worst 1-yr total return (17 Apr 2024)N/A
Best 3-yr total return11.98%
Worst 3-yr total return2.16%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0001HCAX.LCategory
YTD-1.12%0.00%
1-month1.67%0.00%
3-month-1.12%0.00%
1-year-6.30%0.00%
3-year-0.38%0.00%
5-year0.00%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0001HCAX.LCategory
2024
N/AN/A
2023
-6.23%N/A
2022
4.37%N/A
2021
8.95%N/A
2020
11.98%N/A
2019
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-1.12%N/AN/AN/A
2023-1.05%-6.11%-0.59%1.52%
20224.01%-4.75%1.20%4.10%
20216.66%0.62%0.10%1.42%
2020-0.80%6.32%1.18%4.93%
20192.78%0.64%N/AN/A

Rank in category (by total return)

YTD91
1-month80
3-month91
1-year96
3-year77
5-yearN/A

Load adjusted returns

1-year-10.98%
3-year-2.07%
5-yearN/A
10-yearN/A