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Witan Investment Trust (WT3.BE)

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Performance overview

Morningstar return rating★★★★★
Year-to-date returnN/A
5-year average returnN/A
Number of years up21
Number of years down8
Best 1-yr total return (Invalid Date)28.63%
Worst 1-yr total return (Invalid Date)-27.56%
Best 3-yr total return28.63%
Worst 3-yr total return-9.97%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWT3.BECategory
YTD1.11%6.49%
1-month-1.11%1.34%
3-month4.23%6.49%
1-year-1.39%11.04%
3-year8.20%2.69%
5-year8.15%6.63%
10-year6.99%2.24%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
WT3.BECategory
2018
N/AN/A
2017
18.86%N/A
2016
23.57%N/A
2015
5.73%-2.30%
2014
7.07%1.15%
2013
28.63%22.85%
2012
15.13%14.03%
2011
-9.70%-10.81%
2010
18.93%9.13%
2009
26.11%32.73%
2008
-23.55%-42.85%
2007
7.45%10.81%
2006
12.60%21.38%
2005
22.73%8.20%
2004
10.17%13.37%
2003
19.57%33.21%
2002
-26.85%-19.20%
2001
-16.36%-19.52%
2000
-5.72%-13.04%
1999
34.45%27.36%
1998
15.40%20.85%
1997
21.23%9.15%
1996
11.03%13.43%
1995
18.47%14.42%
1994
-5.88%0.41%
1993
31.08%24.91%
1992
23.36%-3.88%
1991
20.71%10.57%
1990
-18.95%-5.68%
1989
34.89%22.52%
1988
13.45%9.44%
1987
-8.55%4.96%
1986
34.10%39.48%
1985
15.31%61.14%
1984
10.80%-4.96%
1983
45.30%18.28%
1982
24.66%6.55%
1981
10.83%-5.56%
1980
45.62%15.76%
1978
N/A18.46%
1977
N/A11.86%
1976
11.05%15.59%
1975
60.41%24.49%
1974
-39.34%-5.16%
1971
78.65%12.26%
1970
-23.56%4.55%
1969
-18.35%N/A
1968
40.65%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
2018-5.03%6.65%2.50%N/A
20177.29%2.82%2.19%5.43%
20162.25%5.30%9.45%4.85%
20158.01%-2.68%-5.93%6.94%
20140.51%0.59%1.33%4.51%
201317.03%-0.33%4.08%5.94%
201211.35%-5.75%5.79%3.70%
20112.04%1.78%-18.00%6.03%
201010.86%-11.50%11.80%8.43%
2009-8.71%8.51%23.99%2.68%
2008-8.70%-2.72%-9.11%-5.28%
20073.67%2.74%0.25%0.63%
20068.71%-4.73%3.68%4.87%
20053.11%3.73%8.73%5.54%
20041.22%1.51%0.23%6.98%
2003-5.79%13.42%3.98%7.62%
20023.14%-12.93%-21.25%3.44%
2001-8.78%2.29%-18.71%10.27%
20002.06%-0.27%-0.51%-6.90%
19997.69%5.76%-4.17%23.18%
199813.87%2.54%-14.72%15.90%
19976.27%7.98%8.44%-2.57%
19965.09%2.15%3.67%-0.22%
1995-1.55%6.36%8.85%3.93%
1994-3.62%-6.39%5.55%-1.18%
19936.75%1.50%7.47%12.57%
19923.66%-0.63%1.90%17.52%
199120.74%-0.86%5.86%-4.74%
1990-4.12%2.76%-19.48%2.16%
198913.65%6.14%8.57%2.99%
198811.65%-3.60%1.85%1.85%
198715.10%14.10%7.76%-35.38%
198620.60%3.98%0.85%6.04%
1985-3.03%-5.09%-5.09%12.43%
19843.62%-7.75%14.96%0.82%
198311.48%18.04%-1.73%11.48%
1982-5.36%-0.32%10.36%19.74%
19816.78%10.55%-11.82%6.47%
19801.83%15.14%13.51%9.41%
19789.45%N/AN/AN/A
19772.50%8.43%3.05%N/A
19766.86%0.00%-2.68%6.78%
197535.07%18.65%-9.18%10.21%
197410.59%N/AN/AN/A
1971N/AN/AN/AN/A
1970N/AN/AN/AN/A
1969N/AN/AN/AN/A
1968N/AN/AN/AN/A

Rank in category (by total return)

YTD52
1-month68
3-month58
1-year46
3-year23
5-year20

Load adjusted returns

1-year-1.39%
3-year8.20%
5-year8.15%
10-year6.99%