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SVS Saltus Wealth I Inc (0P00015JOM.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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150.90-0.30 (-0.20%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.99%
5-year average return4.56%
Number of years up7
Number of years down2
Best 1-yr total return (29 May 2024)10.02%
Worst 1-yr total return (29 May 2024)N/A
Best 3-yr total return10.02%
Worst 3-yr total return1.93%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00015JOM.LCategory
YTD4.01%0.00%
1-month-0.73%0.00%
3-month3.58%0.00%
1-year8.00%0.00%
3-year2.35%0.00%
5-year4.33%0.00%
10-year4.47%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00015JOM.LCategory
2024
N/AN/A
2023
5.60%N/A
2022
-6.75%N/A
2021
7.56%N/A
2020
6.74%N/A
2019
10.02%N/A
2018
-3.98%N/A
2017
9.40%N/A
2016
7.05%N/A
2015
2.59%N/A
2014
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.78%N/AN/AN/A
20231.78%0.07%-0.79%4.51%
2022-1.57%-7.62%0.15%2.40%
20210.15%4.13%0.70%2.42%
2020-13.75%11.48%3.51%7.25%
20193.09%3.97%0.47%2.17%
2018-2.00%2.91%0.71%-5.46%
20174.70%0.73%1.13%2.56%
2016-1.20%0.00%6.44%1.79%
20155.13%-1.55%-2.80%1.98%
20140.46%1.28%1.53%N/A

Rank in category (by total return)

YTDN/A
1-monthN/A
3-monthN/A
1-yearN/A
3-yearN/A
5-yearN/A

Load adjusted returns

1-year0.44%
3-year-0.10%
5-year2.82%
10-year3.72%