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SPW Balanced Solution X Acc (0P0001IILK.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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243.10-1.20 (-0.49%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.79%
5-year average return3.38%
Number of years up3
Number of years down2
Best 1-yr total return (2 May 2024)22.46%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return22.46%
Worst 3-yr total return0.46%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0001IILK.LCategory
YTD3.89%0.00%
1-month2.89%0.00%
3-month3.89%0.00%
1-year10.48%0.00%
3-year3.69%0.00%
5-year4.08%0.00%
10-year4.63%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0001IILK.LCategory
2024
N/AN/A
2023
8.04%N/A
2022
-7.72%N/A
2021
10.17%N/A
2020
-0.28%N/A
2019
12.98%N/A
2018
-4.69%N/A
2017
8.26%N/A
2016
10.57%N/A
2015
2.32%N/A
2014
5.75%N/A
2013
12.17%N/A
2012
12.47%N/A
2011
-2.08%N/A
2010
13.09%N/A
2009
22.46%N/A
2008
-19.64%N/A
2007
0.72%N/A
2006
6.58%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.89%N/AN/AN/A
20231.60%0.63%-0.04%5.72%
2022-2.32%-5.35%-1.55%1.39%
20212.37%4.17%1.39%1.89%
2020-16.40%9.86%0.55%7.97%
20195.29%2.98%2.41%1.74%
2018-4.04%4.68%1.24%-6.28%
20173.35%1.25%0.36%3.08%
2016-0.36%0.96%7.24%2.49%
20154.64%-1.28%-4.38%3.59%
20140.90%1.98%0.50%2.25%
20135.87%-1.64%4.11%3.48%
20125.62%-2.08%5.28%3.29%
20111.28%0.32%-7.15%3.81%
20105.87%-4.69%7.07%4.68%
2009-6.12%9.34%15.21%3.55%
2008-6.48%-1.52%-5.94%-7.24%
20071.34%1.50%-0.17%-1.92%
20063.62%-3.22%2.95%3.23%

Rank in category (by total return)

YTD24
1-month12
3-month24
1-year25
3-year12
5-year29

Load adjusted returns

1-year10.48%
3-year3.69%
5-year4.08%
10-year4.63%