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Close Tactical Select Passive Growth Fund X Acc (0P0000YWCK.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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411.70+1.10 (+0.27%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.17%
5-year average return6.06%
Number of years up10
Number of years down2
Best 1-yr total return (28 June 2024)17.72%
Worst 1-yr total return (28 June 2024)N/A
Best 3-yr total return17.72%
Worst 3-yr total return1.96%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000YWCK.LCategory
YTD6.31%0.00%
1-month1.02%0.00%
3-month4.47%0.00%
1-year14.36%0.00%
3-year4.93%0.00%
5-year6.53%0.00%
10-year6.80%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000YWCK.LCategory
2024
N/AN/A
2023
11.45%N/A
2022
-9.37%N/A
2021
12.85%N/A
2020
3.63%N/A
2019
17.72%N/A
2018
-5.46%N/A
2017
11.78%N/A
2016
16.40%N/A
2015
2.02%N/A
2014
7.17%N/A
2013
14.82%N/A
2012
9.42%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.52%N/AN/AN/A
20233.28%0.99%0.81%5.99%
2022-2.81%-8.63%-0.45%2.52%
20211.83%5.32%1.62%3.54%
2020-18.25%14.20%1.80%9.05%
20197.12%4.64%3.06%1.90%
2018-4.77%6.35%1.81%-8.31%
20175.56%0.00%1.35%4.47%
2016-0.49%3.70%8.10%4.35%
20156.09%-3.78%-5.81%6.10%
20140.15%1.68%1.06%4.15%
20139.94%-2.29%2.82%3.95%
20127.29%-4.57%4.75%2.02%

Rank in category (by total return)

YTD43
1-month38
3-month16
1-year29
3-year35
5-year45

Load adjusted returns

1-year14.36%
3-year4.93%
5-year6.53%
10-year6.80%