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3i Group Plc (III.VI)

YHD - YHD Delayed price. Currency in GBp (0.01 GBP)
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761.00+2.00 (+0.26%)
At close: 06:07PM EDT

Performance overview

Morningstar return rating★★★★★
Year-to-date returnN/A
5-year average returnN/A
Number of years up21
Number of years down4
Best 1-yr total return (Invalid Date)49.73%
Worst 1-yr total return (Invalid Date)-58.56%
Best 3-yr total return49.73%
Worst 3-yr total return-24.25%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIII.VICategory
YTD2.05%7.20%
1-month0.00%1.37%
3-month0.00%7.20%
1-year2.48%15.04%
3-year14.89%1.24%
5-year22.17%7.68%
10-year14.62%-1.16%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
III.VICategory
2020
N/AN/A
2019
12.07%N/A
2018
20.32%N/A
2017
31.21%N/A
2016
42.01%N/A
2015
16.74%-4.81%
2014
20.76%-3.38%
2013
19.72%31.73%
2012
0.06%24.46%
2011
-9.97%-18.64%
2010
16.52%25.97%
2009
-58.56%29.61%
2008
2.22%-44.63%
2007
49.73%9.98%
2006
44.17%20.22%
2005
31.30%11.89%
2004
9.09%14.53%
2003
0.14%7.53%
2002
-11.28%-6.59%
2001
-36.48%-23.24%
2000
58.92%12.12%
1999
25.17%-1.60%
1998
3.31%N/A
1997
16.30%N/A
1996
18.68%N/A
1995
19.19%N/A
1994
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-8.49%N/AN/AN/A
2019-0.87%11.16%1.28%0.43%
20180.14%11.65%0.13%7.46%
20174.93%10.65%2.55%10.20%
20168.23%20.96%4.02%4.28%
20152.61%4.75%2.33%6.15%
20142.67%12.14%-1.58%6.57%
20137.99%6.76%-0.41%4.27%
2012-6.08%2.50%-1.71%5.74%
20116.02%0.69%-16.44%0.93%
201011.93%0.63%3.07%0.36%
2009-51.02%46.72%-42.54%0.35%
20086.95%0.00%-5.02%0.62%
200717.68%1.11%25.09%0.61%
20069.16%1.31%29.41%0.73%
20056.16%1.54%20.82%0.81%
20043.56%1.61%2.71%0.93%
2003-12.41%1.79%11.25%0.96%
20022.22%1.26%-15.04%0.89%
2001-19.39%0.99%-22.58%0.78%
200031.32%0.90%19.36%0.48%
199914.48%1.16%7.32%0.71%
199812.36%1.10%-9.79%0.82%
19977.05%1.17%6.58%0.75%
19969.23%1.17%6.57%0.77%
19953.59%1.27%12.72%0.79%
19940.84%N/AN/AN/A

Rank in category (by total return)

YTD20
1-month77
3-month56
1-year12
3-year15
5-year10

Load adjusted returns

1-year2.48%
3-year14.89%
5-year22.17%
10-year14.62%