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SPW Dynamic Solution G Acc (0P0001IILO.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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215.40+1.80 (+0.84%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.95%
5-year average return6.03%
Number of years up3
Number of years down2
Best 1-yr total return (3 Jun 2024)16.55%
Worst 1-yr total return (3 Jun 2024)N/A
Best 3-yr total return16.55%
Worst 3-yr total return2.01%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0001IILO.LCategory
YTD5.66%0.00%
1-month-0.37%0.00%
3-month5.35%0.00%
1-year12.59%0.00%
3-year4.95%0.00%
5-year5.18%0.00%
10-year5.83%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0001IILO.LCategory
2024
N/AN/A
2023
8.75%N/A
2022
-5.99%N/A
2021
15.27%N/A
2020
-1.73%N/A
2019
16.55%N/A
2018
-7.33%N/A
2017
10.35%N/A
2016
13.90%N/A
2015
1.91%N/A
2014
4.84%N/A
2013
15.96%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.06%N/AN/AN/A
20231.57%0.96%0.84%5.17%
2022-1.27%-5.66%0.16%0.76%
20214.45%5.32%1.60%3.14%
2020-21.39%13.09%0.13%10.40%
20196.57%3.90%2.66%2.54%
2018-5.96%6.94%1.36%-9.08%
20174.39%1.31%0.19%4.14%
2016-0.55%0.47%9.69%3.92%
20155.57%-1.73%-6.83%5.43%
20140.17%1.67%0.33%2.61%
20138.03%-1.79%5.01%4.08%

Rank in category (by total return)

YTD28
1-month32
3-month27
1-year37
3-year28
5-year58

Load adjusted returns

1-year12.59%
3-year4.95%
5-year5.18%
10-year5.83%