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SVS Brown Shipley Dynamic I Inc (0P0000MQ27.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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228.99-0.84 (-0.37%)
As of 09:00PM BST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.89%
5-year average return6.91%
Number of years up11
Number of years down3
Best 1-yr total return (29 May 2024)20.62%
Worst 1-yr total return (29 May 2024)N/A
Best 3-yr total return20.62%
Worst 3-yr total return1.74%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000MQ27.LCategory
YTD5.64%0.00%
1-month-1.54%0.00%
3-month4.32%0.00%
1-year14.56%0.00%
3-year1.44%0.00%
5-year6.25%0.00%
10-year6.93%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000MQ27.LCategory
2024
N/AN/A
2023
12.11%N/A
2022
-17.80%N/A
2021
14.27%N/A
2020
13.82%N/A
2019
19.54%N/A
2018
-7.78%N/A
2017
13.01%N/A
2016
12.84%N/A
2015
3.78%N/A
2014
3.78%N/A
2013
20.39%N/A
2012
7.27%N/A
2011
-13.50%N/A
2010
20.62%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.29%N/AN/AN/A
20233.13%2.61%-1.00%7.01%
2022-6.62%-12.95%-0.04%1.15%
20212.10%7.08%1.31%3.17%
2020-16.61%18.24%3.99%10.99%
20197.91%4.74%1.65%4.04%
2018-5.39%6.46%1.74%-10.00%
20174.00%2.69%1.05%4.72%
2016-2.21%1.56%10.01%3.28%
20156.37%-1.04%-6.64%5.60%
2014-0.82%1.53%0.85%2.19%
201312.97%-1.40%3.12%4.81%
20129.22%-7.35%3.39%2.53%
2011-2.37%-1.68%-12.92%3.48%
201011.56%-8.21%6.99%10.09%

Rank in category (by total return)

YTD29
1-month80
3-month59
1-year17
3-year76
5-year37

Load adjusted returns

1-year14.56%
3-year1.44%
5-year6.25%
10-year6.93%