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Personal Portfolio Balanced 3 Acc GBP (0P0001PQ0Q.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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113.32-0.08 (-0.07%)
As of 09:00PM BST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.99%
5-year average return0.00%
Number of years up1
Number of years downN/A
Best 1-yr total return (21 Jun 2024)8.70%
Worst 1-yr total return (21 Jun 2024)N/A
Best 3-yr total return8.70%
Worst 3-yr total returnN/A

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0001PQ0Q.LCategory
YTD4.10%0.00%
1-month1.38%0.00%
3-month2.89%0.00%
1-year11.09%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
0P0001PQ0Q.LCategory
2024
N/AN/A
2023
8.70%N/A
2022
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.84%N/AN/AN/A
20233.17%-0.04%-0.12%5.53%
20223.44%N/AN/AN/A

Rank in category (by total return)

YTD14
1-month23
3-month22
1-year16
3-yearN/A
5-yearN/A

Load adjusted returns

1-year11.09%
3-yearN/A
5-yearN/A
10-yearN/A