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WS Stewart Ivory Investment Markets Acc (0P00000H78.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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13.470.00 (0.00%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.40%
5-year average return3.78%
Number of years up19
Number of years down7
Best 1-yr total return (2 Jul 2024)26.29%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return26.29%
Worst 3-yr total return0.76%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00000H78.LCategory
YTD3.57%0.00%
1-month0.71%0.00%
3-month2.73%0.00%
1-year9.90%0.00%
3-year1.60%0.00%
5-year4.83%0.00%
10-year6.06%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00000H78.LCategory
2024
N/AN/A
2023
9.55%N/A
2022
-13.62%N/A
2021
14.89%N/A
2020
3.06%N/A
2019
22.19%N/A
2018
-8.60%N/A
2017
12.74%N/A
2016
13.88%N/A
2015
4.69%N/A
2014
7.16%N/A
2013
20.25%N/A
2012
11.34%N/A
2011
-1.03%N/A
2010
13.48%N/A
2009
26.29%N/A
2008
-29.05%N/A
2007
7.86%N/A
2006
12.58%N/A
2005
26.98%N/A
2004
18.88%N/A
2003
16.26%N/A
2002
-17.68%N/A
2001
-16.24%N/A
2000
-4.08%N/A
1999
34.87%N/A
1998
5.94%N/A
1997
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.87%N/AN/AN/A
20232.76%0.18%0.60%5.78%
2022-6.17%-9.93%-1.80%4.09%
20212.52%6.90%2.44%2.34%
2020-18.99%14.16%0.37%11.02%
201910.20%5.39%0.53%4.65%
2018-6.33%7.91%0.21%-9.76%
20174.93%2.66%1.76%2.86%
2016-0.43%3.24%9.10%1.54%
20154.34%-1.42%-5.67%7.90%
20141.40%1.14%1.10%3.35%
201312.90%-2.26%4.05%4.73%
20127.31%-2.33%5.54%0.64%
20110.93%2.63%-9.36%5.41%
20105.38%-8.13%7.41%9.13%
2009-4.99%7.99%15.15%6.89%
2008-5.90%-2.07%-14.55%-9.90%
20074.02%3.21%-0.84%1.32%
20067.67%-4.53%3.38%5.93%
20055.33%3.24%10.53%5.64%
20043.64%1.44%3.41%9.34%
2003-4.80%12.87%3.45%4.59%
20024.27%-7.42%-17.02%2.76%
2001-8.78%1.86%-20.13%12.85%
20001.99%-1.83%2.29%-6.34%
19994.94%8.73%-1.72%20.27%
199817.82%-0.08%-20.99%13.89%
19974.71%-4.00%N/AN/A

Rank in category (by total return)

YTD90
1-month68
3-month69
1-year86
3-year81
5-year83

Load adjusted returns

1-year9.90%
3-year1.60%
5-year4.83%
10-year6.06%