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Smith & Williamson Global Gold & Res A (F0GBR06XQ5.L)

YHD - YHD Delayed price. Currency in GBp (0.01 GBP)
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196.00+4.00 (+2.08%)
At close: 06:07PM EDT

Performance overview

Morningstar return rating★★★
Year-to-date returnN/A
5-year average returnN/A
Number of years up6
Number of years down8
Best 1-yr total return (Invalid Date)88.97%
Worst 1-yr total return (Invalid Date)-45.38%
Best 3-yr total return88.97%
Worst 3-yr total return-29.88%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnF0GBR06XQ5.LCategory
YTD7.05%7.75%
1-month0.98%-1.70%
3-month16.25%7.75%
1-year1.71%18.47%
3-year4.78%0.03%
5-year-0.04%-12.12%
10-year0.71%-4.34%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
F0GBR06XQ5.LCategory
2018
-14.52%N/A
2017
-12.54%N/A
2016
88.97%N/A
2015
-17.82%-22.78%
2014
-1.99%-11.73%
2013
-45.38%-47.99%
2012
-13.48%-11.68%
2011
-27.04%-22.33%
2010
65.79%42.46%
2009
73.77%59.14%
2008
-29.01%-40.04%
2007
24.63%23.06%
2006
33.75%30.47%
2005
33.56%25.02%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2018-13.07%4.94%-12.64%7.26%
20170.53%-7.76%-4.18%-1.56%
201640.43%48.79%7.57%-15.93%
20150.06%-3.74%-17.84%3.85%
201415.04%8.48%-10.76%-12.00%
2013-8.72%-36.74%11.76%-15.36%
2012-1.38%-16.91%22.44%-13.76%
2011-3.21%-10.18%-12.28%-4.33%
20107.21%8.71%16.09%22.53%
200922.78%0.20%23.28%14.57%
20081.27%-3.03%-28.29%0.81%
20076.77%5.68%8.52%1.78%
200627.47%-2.64%-0.12%7.90%
2005-6.18%0.29%22.34%16.02%

Rank in category (by total return)

YTD25
1-month29
3-month42
1-year61
3-year65
5-year69

Load adjusted returns

1-year-3.37%
3-year3.00%
5-year-1.06%
10-year0.20%