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Herald Worldwide Technology Fund (0P00000GDW.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
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14,370.00+119.00 (+0.84%)
At close: 09:00PM BST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return19.97%
5-Year Average Return18.77%
Number of Years Up19
Number of Years Down6
Best 1 Yr Total Return (Jun 27, 2024)51.63%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return51.63%
Worst 3-Yr Total Return5.75%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P00000GDW.LCategory
YTD14.39%0.00%
1-Month3.29%0.00%
3-Month0.88%0.00%
1-Year27.32%0.00%
3-Year15.94%0.00%
5-Year18.70%0.00%
10-Year18.84%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P00000GDW.LCategory
2024
N/AN/A
2023
36.77%N/A
2022
-20.29%N/A
2021
22.47%N/A
2020
33.31%N/A
2019
33.21%N/A
2018
5.91%N/A
2017
28.54%N/A
2016
31.04%N/A
2015
1.98%N/A
2014
15.80%N/A
2013
16.98%N/A
2012
8.41%N/A
2011
-6.76%N/A
2010
36.20%N/A
2009
51.63%N/A
2008
-17.96%N/A
2007
2.57%N/A
2006
4.76%N/A
2005
8.47%N/A
2004
8.56%N/A
2003
63.10%N/A
2002
-50.64%N/A
2001
-24.68%N/A
2000
-21.33%N/A
1999
104.26%N/A
1998
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202415.25%N/AN/AN/A
202312.93%10.37%0.10%9.62%
2022-5.97%-12.20%1.68%-5.05%
2021-2.93%9.55%2.57%12.28%
2020-6.69%24.14%4.68%9.94%
201915.84%3.81%3.59%6.94%
20181.80%9.16%10.36%-13.64%
201711.02%1.58%6.02%7.51%
20161.31%5.12%17.08%5.10%
20153.75%-4.96%-3.14%6.79%
20142.88%0.28%2.63%9.37%
20139.12%-1.97%4.51%4.62%
201217.35%-9.64%4.04%-1.73%
20111.87%-1.60%-15.00%9.43%
201012.36%-3.29%10.69%13.23%
20092.44%13.82%19.48%8.85%
2008-13.70%3.48%-0.94%-7.27%
2007-0.94%4.07%-0.67%0.17%
20067.18%-12.90%7.98%3.92%
2005-0.19%-5.95%10.58%4.50%
20043.28%1.33%-4.55%8.68%
20030.34%29.55%21.22%3.50%
2002-7.40%-35.75%-26.61%13.06%
2001-19.74%4.47%-36.09%40.55%
200031.22%-14.22%-5.06%-26.38%
199911.25%18.89%0.12%54.25%
1998-16.25%16.82%N/AN/A

Rank In Category (By Total Return)

YTD20
1-Month40
3-Month48
1-Year33
3-Year8
5-Year28

Load Adjusted Returns

1-Year21.63%
3-Year14.57%
5-Year17.86%
10-Year18.42%