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Investec Asia ex Japan A Acc Net (F0GBR04RNZ.L)

YHD - YHD Delayed price. Currency in GBp (0.01 GBP)
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622.00-12.00 (-1.89%)
At close: 06:07PM EDT

Performance overview

Morningstar return rating★★★★
Year-to-date returnN/A
5-year average returnN/A
Number of years up14
Number of years down7
Best 1-yr total return (Invalid Date)54.88%
Worst 1-yr total return (Invalid Date)-36.20%
Best 3-yr total return54.88%
Worst 3-yr total return0.89%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnF0GBR04RNZ.LCategory
YTD5.89%13.13%
1-month0.94%3.50%
3-month2.54%13.13%
1-year-5.30%16.09%
3-year18.56%4.22%
5-year11.39%4.30%
10-year14.33%3.70%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
F0GBR04RNZ.LCategory
2018
-13.19%N/A
2017
39.32%N/A
2016
23.71%N/A
2015
-4.82%-7.96%
2014
12.45%4.55%
2013
3.86%4.41%
2012
16.66%20.59%
2011
-15.25%-19.74%
2010
31.45%18.60%
2009
54.88%70.84%
2008
-36.20%-53.45%
2007
50.40%38.68%
2006
21.30%32.71%
2005
26.19%19.87%
2004
4.79%12.62%
2003
46.73%48.31%
2002
-20.48%-8.58%
2001
-17.71%-3.19%
2000
0.30%-31.82%
1999
69.11%76.35%
1998
-11.16%-5.75%
1997
N/A-38.74%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2018-5.68%7.44%-5.47%-9.38%
201712.99%7.56%4.21%10.00%
20162.19%7.25%16.24%-2.90%
20159.95%-3.85%-15.09%6.04%
2014-0.76%6.39%2.61%3.80%
20138.31%-6.29%1.18%1.13%
20129.10%-4.49%5.11%6.50%
2011-0.80%0.57%-19.14%5.06%
20108.06%-3.99%12.84%12.29%
20092.83%16.55%22.35%5.63%
2008-14.14%-4.55%-17.82%-5.27%
20074.63%15.43%19.71%4.03%
20069.96%-5.82%3.89%12.75%
2005-0.34%11.10%11.12%2.57%
2004-0.21%-3.58%9.33%-0.38%
20031.87%9.45%20.79%8.94%
20024.63%-9.44%-15.43%-0.76%
2001-8.20%3.87%-26.48%17.38%
20003.29%-1.73%2.27%-3.37%
19996.33%27.57%-6.70%33.64%
1998-0.52%-26.55%-5.73%28.98%
199720.90%-0.52%-28.30%N/A

Rank in category (by total return)

YTD27
1-month58
3-month36
1-year31
3-year13
5-year28

Load adjusted returns

1-year-5.30%
3-year18.56%
5-year11.39%
10-year14.33%