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Standard Life Wealth Bal Bridge (F0GBR06JM4.L)

YHD - YHD Delayed price. Currency in GBp (0.01 GBP)
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160.00-2.00 (-1.23%)
At close: 06:07PM EDT

Performance overview

Morningstar return rating★★★★
Year-to-date returnN/A
5-year average returnN/A
Number of years up15
Number of years down5
Best 1-yr total return (Invalid Date)20.59%
Worst 1-yr total return (Invalid Date)-23.03%
Best 3-yr total return20.59%
Worst 3-yr total return-1.28%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnF0GBR06JM4.LCategory
YTD3.52%2.91%
1-month3.52%0.67%
3-month-0.84%2.91%
1-year-2.39%12.90%
3-year7.08%6.44%
5-year6.29%6.97%
10-year7.84%4.88%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
F0GBR06JM4.LCategory
2018
-5.99%N/A
2017
8.93%N/A
2016
12.29%N/A
2015
5.15%1.35%
2014
5.74%5.51%
2013
10.05%9.90%
2012
8.87%8.56%
2011
-4.17%-2.70%
2010
15.67%10.10%
2009
18.42%16.85%
2008
-23.03%-15.01%
2007
11.81%2.45%
2006
11.80%7.36%
2005
20.59%14.65%
2004
11.86%9.74%
2003
18.11%16.83%
2002
-14.78%-12.45%
2001
-7.80%-6.01%
2000
2.05%2.19%
1999
25.26%19.13%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2018-4.49%5.86%1.12%-8.05%
20174.28%1.54%0.41%2.45%
2016-0.32%4.35%7.38%0.53%
20156.39%-3.60%-2.06%4.69%
20140.72%1.28%1.40%2.23%
20138.63%-1.93%0.88%2.40%
20124.43%0.12%4.48%-0.33%
20111.07%0.02%-8.52%3.62%
20104.57%-4.31%9.07%5.98%
2009-5.05%5.34%13.85%3.99%
2008-7.05%2.35%-11.92%-8.15%
20072.60%4.63%1.75%2.37%
20067.83%-3.48%2.42%4.88%
20052.83%4.40%7.93%4.08%
20042.20%0.60%3.31%5.31%
2003-3.38%10.48%3.52%6.88%
20021.32%-7.78%-12.66%4.42%
2001-5.26%3.08%-12.10%7.41%
2000-0.98%2.61%0.29%0.15%
199911.01%3.14%-2.83%12.58%

Rank in category (by total return)

YTD25
1-month25
3-month88
1-year44
3-year20
5-year10

Load adjusted returns

1-year-8.24%
3-year4.90%
5-year4.98%
10-year7.18%