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Scottish Widows UK Smaller Companies Fund (0P00002A2U.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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546.20-2.80 (-0.51%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.44%
5-year average return2.18%
Number of years up19
Number of years down11
Best 1-yr total return (21 Jun 2024)42.68%
Worst 1-yr total return (21 Jun 2024)N/A
Best 3-yr total return42.68%
Worst 3-yr total return-2.80%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00002A2U.LCategory
YTD10.36%0.00%
1-month4.49%0.00%
3-month13.17%0.00%
1-year16.27%0.00%
3-year-2.36%0.00%
5-year2.37%0.00%
10-year4.37%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00002A2U.LCategory
2024
N/AN/A
2023
1.33%N/A
2022
-17.51%N/A
2021
18.09%N/A
2020
-5.73%N/A
2019
25.97%N/A
2018
-15.33%N/A
2017
27.74%N/A
2016
6.43%N/A
2015
13.25%N/A
2014
-8.71%N/A
2013
40.49%N/A
2012
30.99%N/A
2011
-4.32%N/A
2010
30.44%N/A
2009
42.68%N/A
2008
-43.56%N/A
2007
-11.93%N/A
2006
28.46%N/A
2005
22.79%N/A
2004
19.83%N/A
2003
29.01%N/A
2002
-20.19%N/A
2001
-15.87%N/A
2000
5.26%N/A
1999
44.20%N/A
1998
-10.97%N/A
1997
7.95%N/A
1996
17.38%N/A
1995
16.11%N/A
1994
-5.74%N/A
1993
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.36%N/AN/AN/A
2023-4.73%0.06%-0.74%7.08%
2022-9.51%-8.73%-12.08%13.60%
20215.90%10.58%3.18%-2.27%
2020-35.10%20.32%3.10%17.09%
20198.59%4.89%-2.88%13.89%
2018-2.01%7.64%-3.83%-16.53%
20176.62%6.19%7.43%5.03%
2016-3.08%-4.23%12.99%1.48%
20156.81%8.93%-5.97%3.52%
20142.21%-6.55%-4.08%-0.36%
201312.34%3.50%9.10%10.75%
201215.33%-4.47%11.87%6.29%
20110.77%3.73%-13.10%5.33%
20109.18%-8.02%14.50%13.43%
2009-1.11%15.97%24.33%0.06%
2008-8.72%-6.86%-17.10%-19.91%
20073.95%-0.25%-8.30%-7.38%
200613.43%-6.19%7.39%12.41%
20052.37%2.40%7.27%9.20%
20049.35%0.56%0.08%8.89%
2003-5.83%23.62%7.96%2.66%
20025.04%-5.92%-17.15%-2.51%
2001-8.00%2.16%-20.79%13.01%
200011.33%-3.85%6.16%-7.36%
199915.70%8.35%1.87%12.91%
199812.14%-1.44%-23.65%5.50%
19976.66%-6.16%6.11%1.64%
19969.33%6.10%0.35%0.84%
1995-1.58%9.91%9.38%-1.87%
19945.72%-8.18%0.50%-3.38%
19937.22%3.50%N/AN/A

Rank in category (by total return)

YTD56
1-month87
3-month38
1-year32
3-year32
5-year73

Load adjusted returns

1-year8.13%
3-year-4.69%
5-year0.90%
10-year3.61%