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Halifax UK FTSE AllSh Idx Track A (0P000023D5.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
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77.80-0.23 (-0.29%)
At close: 09:00PM BST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return7.90%
5-Year Average Return5.30%
Number of Years Up13
Number of Years Down5
Best 1 Yr Total Return (Jun 28, 2024)24.39%
Worst 1 Yr Total Return (Jun 28, 2024)N/A
Best 3-Yr Total Return24.39%
Worst 3-Yr Total Return-1.02%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P000023D5.LCategory
YTD8.41%0.00%
1-Month1.55%0.00%
3-Month8.96%0.00%
1-Year14.10%0.00%
3-Year7.41%0.00%
5-Year6.16%0.00%
10-Year5.54%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P000023D5.LCategory
2024
N/AN/A
2023
8.23%N/A
2022
-0.28%N/A
2021
17.06%N/A
2020
-9.86%N/A
2019
18.77%N/A
2018
-9.42%N/A
2017
12.75%N/A
2016
15.81%N/A
2015
1.09%N/A
2014
0.70%N/A
2013
20.53%N/A
2012
9.03%N/A
2011
-7.28%N/A
2010
11.53%N/A
2009
24.39%N/A
2008
-32.61%N/A
2007
1.83%N/A
2006
13.08%N/A
2005
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20243.57%N/AN/AN/A
20233.31%-0.34%2.27%2.79%
20221.12%-6.26%-3.65%9.19%
20215.15%5.00%3.12%2.81%
2020-25.45%10.92%-3.32%12.75%
20198.98%3.43%1.21%4.11%
2018-6.35%9.31%-1.26%-10.38%
20174.46%1.99%2.12%3.64%
2016-0.35%2.49%9.15%3.89%
20155.49%-1.53%-6.57%4.17%
2014-0.42%1.74%0.11%-0.71%
201310.59%-1.92%5.28%5.55%
20125.22%-3.01%3.24%3.47%
2011-0.08%0.29%-14.44%8.14%
20105.17%-11.45%11.21%7.68%
2009-12.33%13.55%19.43%4.63%
2008-11.23%-2.23%-14.79%-8.87%
20071.63%3.63%-3.05%-0.27%
20067.04%-1.90%1.72%5.86%
20055.84%4.19%N/AN/A

Rank In Category (By Total Return)

YTD49
1-Month79
3-Month64
1-Year55
3-Year52
5-Year51

Load Adjusted Returns

1-Year9.54%
3-Year5.96%
5-Year5.30%
10-Year5.11%