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Old Mutual Global Equity Fund (F00000O7XS.L)

YHD - YHD Delayed price. Currency in GBp (0.01 GBP)
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257.00-7.00 (-2.65%)
At close: 06:07PM EDT

Performance overview

Morningstar return rating★★★★★
Year-to-date returnN/A
5-year average returnN/A
Number of years up5
Number of years down1
Best 1-yr total return (Invalid Date)40.28%
Worst 1-yr total return (Invalid Date)-24.43%
Best 3-yr total return40.28%
Worst 3-yr total return-6.01%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnF00000O7XS.LCategory
YTD9.36%6.57%
1-month2.81%1.53%
3-month1.05%6.57%
1-year2.13%11.47%
3-year16.24%1.44%
5-year13.70%5.80%
10-year16.91%1.83%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
F00000O7XS.LCategory
2018
-6.30%N/A
2017
14.80%N/A
2016
31.20%N/A
2015
9.14%-2.54%
2014
15.97%-1.33%
2013
40.28%22.74%
2012
12.91%13.65%
2011
-3.87%-16.79%
2010
20.16%14.24%
2009
13.66%39.98%
2008
-24.43%-46.32%
2007
1.49%14.46%
2006
8.26%23.29%
2005
24.75%11.63%
2004
8.53%18.51%
2003
22.72%44.82%
2002
-25.25%-15.60%
2001
-12.17%-16.93%
2000
-6.53%-5.81%
1999
23.08%42.61%
1998
N/A9.52%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2018-4.32%9.86%4.88%-15.01%
20176.27%-0.16%3.05%5.00%
20161.51%5.33%10.78%10.76%
20159.55%-5.06%-5.18%10.67%
20142.30%1.99%3.59%7.30%
20133.56%4.66%4.66%6.91%
201210.86%-6.82%7.37%1.81%
20112.52%1.37%-12.41%5.61%
201011.35%-12.59%7.78%14.54%
2009-12.25%5.42%19.21%3.07%
2008-10.59%3.67%-13.76%-5.46%
20073.50%4.64%-1.63%-4.75%
20067.52%-6.53%1.93%5.67%
20051.83%8.21%7.92%4.90%
20041.35%1.37%0.43%5.18%
2003-1.49%12.54%4.62%5.81%
20023.08%-13.75%-18.65%3.35%
2001-8.46%5.56%-19.70%13.19%
2000-0.17%1.27%-1.59%-6.05%
19995.45%6.73%-7.23%17.88%
199823.89%N/AN/AN/A

Rank in category (by total return)

YTD14
1-month22
3-month24
1-year18
3-year9
5-year2

Load adjusted returns

1-year2.13%
3-year16.24%
5-year13.70%
10-year16.91%