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Halifax Fund of Invmt Trusts A (0P0000237W.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
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1,250.000.00 (0.00%)
As of 09:00PM BST. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.13%
5-Year Average Return6.82%
Number of Years Up14
Number of Years Down4
Best 1 Yr Total Return (May 31, 2024)32.35%
Worst 1 Yr Total Return (May 31, 2024)N/A
Best 3-Yr Total Return32.35%
Worst 3-Yr Total Return2.21%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0000237W.LCategory
YTD4.88%0.00%
1-Month0.73%0.00%
3-Month5.41%0.00%
1-Year13.52%0.00%
3-Year1.71%0.00%
5-Year6.16%0.00%
10-Year8.37%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0000237W.LCategory
2024
N/AN/A
2023
10.41%N/A
2022
-14.39%N/A
2021
13.54%N/A
2020
9.87%N/A
2019
24.50%N/A
2018
-9.85%N/A
2017
20.03%N/A
2016
16.97%N/A
2015
7.81%N/A
2014
6.65%N/A
2013
23.90%N/A
2012
13.05%N/A
2011
-11.23%N/A
2010
24.17%N/A
2009
32.35%N/A
2008
-35.76%N/A
2007
2.75%N/A
2006
13.28%N/A
2005
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20244.12%N/AN/AN/A
20230.91%0.85%1.27%7.13%
2022-7.69%-11.47%-0.09%4.84%
20212.16%5.76%1.61%3.43%
2020-24.30%19.97%3.01%17.44%
20199.02%4.50%2.20%6.93%
2018-4.64%7.96%1.08%-13.38%
20176.55%4.20%2.38%5.61%
2016-4.36%2.03%13.39%5.71%
20155.51%-0.29%-6.13%9.17%
20140.35%1.25%0.72%4.21%
201312.78%-1.24%5.64%5.30%
201210.69%-6.39%5.48%3.45%
20111.53%0.60%-13.47%0.43%
20108.75%-6.66%9.36%11.87%
2009-5.45%16.50%18.86%1.09%
2008-4.50%-2.37%-15.56%-18.42%
20074.55%2.45%0.16%-4.22%
20069.61%-6.41%3.84%6.34%
200513.43%7.58%N/AN/A

Rank In Category (By Total Return)

YTD34
1-Month9
3-Month32
1-Year35
3-Year57
5-Year62

Load Adjusted Returns

1-Year8.98%
3-Year0.33%
5-Year5.30%
10-Year7.93%