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WS Ruffer Total Return Fund (0P0001HCB1.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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581.96+0.27 (+0.05%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.33%
5-year average return5.13%
Number of years up3
Number of years down1
Best 1-yr total return (22 May 2024)12.11%
Worst 1-yr total return (22 May 2024)N/A
Best 3-yr total return12.11%
Worst 3-yr total return2.35%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0001HCB1.LCategory
YTD-0.07%0.00%
1-month1.04%0.00%
3-month2.36%0.00%
1-year-3.59%0.00%
3-year-0.10%0.00%
5-year4.65%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0001HCB1.LCategory
2024
N/AN/A
2023
-6.12%N/A
2022
4.56%N/A
2021
9.24%N/A
2020
12.11%N/A
2019
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-1.10%N/AN/AN/A
2023-1.02%-6.09%-0.54%1.54%
20224.07%-4.71%1.25%4.13%
20216.73%0.68%0.16%1.51%
2020-0.75%6.36%1.18%4.96%
20192.82%0.64%N/AN/A

Rank in category (by total return)

YTD79
1-month7
3-month48
1-year93
3-year61
5-year22

Load adjusted returns

1-year-8.41%
3-year-1.80%
5-year3.58%
10-yearN/A