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Garraway Wealth Fund Sterling Acc Class (0P0000IK5R.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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127.54-0.86 (-0.67%)
At close: 09:00PM BST

Performance overview

Morningstar return rating★
Year-to-date returnN/A
5-year average returnN/A
Number of years up7
Number of years down4
Best 1-yr total return (Invalid Date)11.09%
Worst 1-yr total return (Invalid Date)-5.46%
Best 3-yr total return11.09%
Worst 3-yr total return-0.82%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000IK5R.LCategory
YTD-4.65%2.91%
1-month5.45%0.67%
3-month7.81%2.91%
1-year1.15%12.90%
3-year0.95%6.44%
5-year1.33%6.97%
10-year0.00%4.88%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000IK5R.LCategory
2020
N/AN/A
2019
11.09%N/A
2018
-5.46%N/A
2017
1.48%N/A
2016
6.22%N/A
2015
-1.39%1.35%
2014
9.39%5.51%
2013
8.35%9.90%
2012
3.58%8.56%
2011
-5.22%-2.70%
2010
-0.62%10.10%
2009
9.08%16.85%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-24.15%12.72%1.92%N/A
20190.49%3.28%0.25%6.77%
2018-4.52%4.04%-0.20%-4.64%
20170.68%0.29%-0.95%1.47%
2016-2.31%0.53%6.83%1.24%
20157.40%-4.86%-3.59%0.10%
2014-0.03%3.04%1.95%4.16%
20136.39%-2.23%2.66%1.46%
20121.81%-3.82%4.05%1.66%
20110.36%-1.30%-3.53%-0.82%
2010-2.58%-5.07%2.40%4.94%
20092.44%2.44%N/AN/A

Rank in category (by total return)

YTD98
1-month75
3-month5
1-year94
3-year97
5-year100

Load adjusted returns

1-year-13.57%
3-year-4.49%
5-year-1.23%
10-year0.83%