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WS Ruffer Total Return Fund (0P0001HCAZ.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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575.40+2.78 (+0.49%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.03%
5-year average return0.00%
Number of years up3
Number of years down1
Best 1-yr total return (10 Apr 2024)12.20%
Worst 1-yr total return (10 Apr 2024)N/A
Best 3-yr total return12.20%
Worst 3-yr total return2.37%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0001HCAZ.LCategory
YTD-1.07%0.00%
1-month1.68%0.00%
3-month-1.07%0.00%
1-year-6.11%0.00%
3-year-0.19%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
0P0001HCAZ.LCategory
2024
N/AN/A
2023
-6.04%N/A
2022
4.58%N/A
2021
9.17%N/A
2020
12.20%N/A
2019
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-1.07%N/AN/AN/A
2023-1.00%-6.06%-0.54%1.57%
20224.06%-4.70%1.26%4.15%
20216.71%0.66%0.15%1.47%
2020-0.75%6.38%1.23%4.98%
20192.83%0.68%N/AN/A

Rank in category (by total return)

YTD91
1-month79
3-month91
1-year95
3-year73
5-yearN/A

Load adjusted returns

1-year-10.81%
3-year-1.88%
5-yearN/A
10-yearN/A