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Close Strategic Alpha Fund I Acc (0P0000M9XX.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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263.90-0.20 (-0.08%)
At close: 09:00PM BST

Performance overview

Morningstar return rating★★★★
Year-to-date returnN/A
5-year average returnN/A
Number of years up8
Number of years down2
Best 1-yr total return (Invalid Date)21.55%
Worst 1-yr total return (Invalid Date)-9.24%
Best 3-yr total return21.55%
Worst 3-yr total return5.03%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000M9XX.LCategory
YTD12.20%4.05%
1-month3.57%0.96%
3-month7.54%4.05%
1-year16.31%17.76%
3-year7.79%8.14%
5-year9.57%8.79%
10-year0.00%5.40%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000M9XX.LCategory
2020
N/AN/A
2019
21.55%N/A
2018
-9.24%N/A
2017
14.56%N/A
2016
11.44%N/A
2015
7.14%2.29%
2014
5.15%5.14%
2013
19.11%14.85%
2012
6.98%10.54%
2011
-2.02%-5.89%
2010
11.78%12.27%
2009
N/A19.80%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-18.66%20.75%5.80%N/A
20198.22%6.59%1.52%3.80%
2018-4.88%8.48%2.18%-13.92%
20174.73%2.36%1.55%5.23%
2016-4.67%1.32%10.97%3.97%
20158.79%-1.87%-8.23%9.36%
2014-0.94%-0.05%0.14%6.06%
20139.71%-2.34%5.24%5.63%
20123.19%-5.92%7.52%2.49%
2011-0.72%-0.19%-2.48%1.40%
20105.28%-7.07%6.60%7.17%
20095.04%11.40%3.97%N/A

Rank in category (by total return)

YTD12
1-month64
3-month78
1-year10
3-year19
5-year39

Load adjusted returns

1-year6.56%
3-year5.25%
5-year7.99%
10-year7.97%