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F&C Private Equity Trust (FPEO.L)

YHD - YHD Delayed price. Currency in GBp (0.01 GBP)
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367.00+2.00 (+0.55%)
At close: 06:07PM EDT

Performance overview

Morningstar return rating★★★
Year-to-date returnN/A
5-year average returnN/A
Number of years up10
Number of years down4
Best 1-yr total return (Invalid Date)33.32%
Worst 1-yr total return (Invalid Date)-9.25%
Best 3-yr total return33.32%
Worst 3-yr total return-2.14%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFPEO.LCategory
YTD0.61%0.00%
1-month-1.15%0.00%
3-month-0.44%0.00%
1-year10.17%0.00%
3-year8.53%0.00%
5-year7.64%0.00%
10-year8.06%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
FPEO.LCategory
2018
N/AN/A
2017
4.64%N/A
2016
23.33%N/A
2015
10.78%N/A
2014
7.42%-9.48%
2013
10.04%6.56%
2012
6.91%7.24%
2011
7.69%-8.22%
2010
11.73%-1.42%
2009
-6.73%12.61%
2008
-4.46%-19.68%
2007
30.19%11.11%
2006
26.61%17.09%
2005
33.32%-1.13%
2004
8.79%12.37%
2003
-5.08%27.15%
2002
-9.25%3.09%
2001
N/A-9.44%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2018-0.71%3.50%3.47%N/A
20170.00%1.53%1.19%1.84%
20162.36%5.79%3.40%10.15%
2015-0.74%3.57%6.71%0.97%
2014-0.70%0.41%2.02%5.60%
20133.10%1.92%0.74%3.95%
2012-0.93%5.53%-1.06%3.36%
20113.00%4.82%-1.26%1.02%
20102.12%-2.81%3.41%8.86%
2009-6.67%-4.37%2.37%2.08%
20083.31%6.27%-3.27%-10.04%
20073.37%12.26%6.63%5.22%
20068.24%3.90%6.17%6.04%
20053.34%7.08%8.22%11.33%
20040.58%-2.44%3.36%7.27%
2003-6.89%0.27%-1.10%2.79%
2002-3.85%0.26%-8.39%2.75%
2001-1.74%N/AN/AN/A

Rank in category (by total return)

YTDN/A
1-monthN/A
3-monthN/A
1-yearN/A
3-yearN/A
5-yearN/A

Load adjusted returns

1-year10.17%
3-year8.53%
5-year7.64%
10-year8.06%