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Fisher Invts InstlUSSm&MdCpCorEqStlg£UnH (0P0001OFKD.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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11,761.00+123.00 (+1.06%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.05%
5-year average return0.00%
Number of years up1
Number of years downN/A
Best 1-yr total return (2 May 2024)20.50%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return20.50%
Worst 3-yr total returnN/A

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0001OFKD.LCategory
YTD8.53%0.00%
1-month3.85%0.00%
3-month8.53%0.00%
1-year26.29%0.00%
3-year0.00%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
0P0001OFKD.LCategory
2024
N/AN/A
2023
20.50%N/A
2022
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.53%N/AN/AN/A
20233.56%6.84%-1.95%11.08%
2022-13.11%2.22%4.04%N/A

Rank in category (by total return)

YTD45
1-month48
3-month45
1-year14
3-yearN/A
5-yearN/A

Load adjusted returns

1-year26.29%
3-yearN/A
5-yearN/A
10-yearN/A