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SUTL Cazenove Charity Equity Value S Inc (0P0001DJ07.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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71.67+0.55 (+0.77%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.57%
5-year average return8.18%
Number of years up6
Number of years down3
Best 1-yr total return (8 July 2024)30.11%
Worst 1-yr total return (8 July 2024)N/A
Best 3-yr total return30.11%
Worst 3-yr total return-1.59%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0001DJ07.LCategory
YTD8.66%0.00%
1-month4.98%0.00%
3-month12.59%0.00%
1-year20.51%0.00%
3-year11.36%0.00%
5-year9.25%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0001DJ07.LCategory
2024
N/AN/A
2023
15.31%N/A
2022
0.42%N/A
2021
30.11%N/A
2020
-11.59%N/A
2019
10.05%N/A
2018
-2.04%N/A
2017
9.43%N/A
2016
27.82%N/A
2015
-4.18%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.76%N/AN/AN/A
20237.44%-3.94%6.19%5.22%
20224.62%-7.45%-9.01%13.98%
202113.56%3.21%3.72%7.03%
2020-30.88%8.75%-5.71%24.74%
20196.14%-0.84%-1.68%6.35%
2018-1.67%9.05%-0.22%-8.45%
20172.04%-0.50%4.23%3.41%
20164.26%2.05%10.47%8.76%
20154.34%-1.88%-8.05%1.79%

Rank in category (by total return)

YTD37
1-month4
3-month4
1-year4
3-year2
5-year3

Load adjusted returns

1-year20.51%
3-year11.36%
5-year9.25%
10-yearN/A