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Sarasin EquiSar Glbl Theme Stg Hdg I Acc (GB00B65Y9Y52.L)

YHD - YHD Delayed price. Currency in GBp (0.01 GBP)
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200.00-2.00 (-0.99%)
At close: 06:07PM EDT

Performance overview

Morningstar return rating★★★
Year-to-date returnN/A
5-year average returnN/A
Number of years up4
Number of years down2
Best 1-yr total return (Invalid Date)24.52%
Worst 1-yr total return (Invalid Date)-11.53%
Best 3-yr total return24.52%
Worst 3-yr total return4.93%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGB00B65Y9Y52.LCategory
YTD-5.18%0.00%
1-month1.24%0.00%
3-month5.72%0.00%
1-year-10.23%0.00%
3-year3.31%0.00%
5-year4.43%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
GB00B65Y9Y52.LCategory
2018
N/AN/A
2017
21.75%N/A
2016
0.72%N/A
2015
-0.11%N/A
2014
7.05%-3.45%
2013
24.52%20.06%
2012
14.06%15.27%
2011
-11.53%-10.65%
2010
14.49%7.25%
2009
N/A34.50%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2018-2.61%3.51%5.40%N/A
20176.63%5.60%3.21%4.76%
2016-6.34%0.47%5.04%1.90%
20154.51%-1.47%-9.74%7.47%
20140.40%3.51%1.58%1.39%
201310.47%3.04%3.47%5.72%
20129.74%-4.78%6.52%2.47%
20110.95%-2.11%-14.49%4.70%
20105.46%-9.87%9.23%10.28%
200912.45%4.75%N/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-year-14.72%
3-year1.56%
5-year3.36%
10-yearN/A