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Chelverton Growth Trust (CGW.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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55.03+28.53 (+107.66%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.89%
5-year average return1.24%
Number of years up15
Number of years down6
Best 1-yr total return (27 Nov 2023)59.59%
Worst 1-yr total return (27 Nov 2023)N/A
Best 3-yr total return59.59%
Worst 3-yr total return-19.45%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCGW.LCategory
YTD3.89%0.00%
1-month0.55%0.00%
3-month3.73%0.00%
1-year8.67%0.00%
3-year15.54%0.00%
5-year1.24%0.00%
10-year1.71%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
CGW.LCategory
2023
N/AN/A
2022
-19.79%N/A
2021
59.59%N/A
2020
-13.47%N/A
2019
-4.44%N/A
2018
-36.80%N/A
2017
6.40%N/A
2016
29.70%N/A
2015
12.64%N/A
2014
4.77%N/A
2013
18.07%N/A
2012
37.04%N/A
2011
13.27%N/A
2010
21.36%N/A
2009
24.35%N/A
2008
-60.78%N/A
2007
10.60%N/A
2006
4.62%N/A
2005
6.72%N/A
2004
5.75%N/A
2003
53.31%N/A
2002
-30.55%N/A
2001
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
2023-3.76%4.06%3.17%N/A
2022-16.02%2.02%-4.86%-1.60%
202121.27%17.50%19.71%-6.43%
2020-18.63%18.30%-17.55%9.04%
201911.53%-6.40%-12.25%4.32%
20181.97%-14.05%-12.72%-17.38%
2017-7.58%14.35%6.09%-5.11%
20167.58%-2.82%5.85%17.20%
2015-2.69%1.01%16.68%-1.78%
20141.75%4.79%-0.83%-0.91%
2013-1.36%-0.71%12.92%6.76%
201211.48%4.81%-0.48%17.86%
201114.29%7.98%-7.09%-1.22%
20109.47%1.88%4.47%4.16%
2009-7.11%18.19%7.67%5.20%
2008-21.50%4.13%-25.90%-35.25%
200710.28%14.76%-5.60%-7.43%
20064.88%-13.74%6.02%9.07%
20054.39%-3.30%5.02%0.67%
20041.41%3.13%-3.75%5.05%
2003-10.59%39.34%13.61%8.32%
20023.15%-8.64%-21.74%-5.83%
2001-1.02%N/AN/AN/A

Rank in category (by total return)

YTD2
1-month1
3-month1
1-year2
3-year2
5-year40

Load adjusted returns

1-year8.67%
3-year15.54%
5-year1.24%
10-year1.71%