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IFSL Avellemy 5 A GBP Inc (0P0001H9I3.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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123.10+0.20 (+0.16%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.69%
5-year average return4.45%
Number of years up3
Number of years down1
Best 1-yr total return (25 Jun 2024)10.11%
Worst 1-yr total return (25 Jun 2024)N/A
Best 3-yr total return10.11%
Worst 3-yr total return0.51%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0001H9I3.LCategory
YTD4.78%0.00%
1-month1.00%0.00%
3-month2.81%0.00%
1-year11.34%0.00%
3-year2.83%0.00%
5-year4.56%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0001H9I3.LCategory
2024
N/AN/A
2023
10.11%N/A
2022
-11.32%N/A
2021
9.73%N/A
2020
4.33%N/A
2019
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.04%N/AN/AN/A
20232.78%0.92%0.13%6.03%
2022-4.47%-6.75%-2.31%1.91%
20211.17%4.19%1.09%2.97%
2020-13.81%11.88%1.37%6.74%
20193.04%1.14%N/AN/A

Rank in category (by total return)

YTD42
1-month37
3-month51
1-year40
3-year44
5-year63

Load adjusted returns

1-year11.34%
3-year2.83%
5-year4.56%
10-yearN/A