Halifax Smaller Coms A (0P000024GQ.L)
LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
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Performance Overview
Morningstar Return RatingN/A1
Year-to-Date Return2.37%
5-Year Average Return1.55%
Number of Years Up11
Number of Years Down7
Best 1 Yr Total Return (Apr 18, 2024)40.90%
Worst 1 Yr Total Return (Apr 18, 2024)N/A
Best 3-Yr Total Return40.90%
Worst 3-Yr Total Return-2.98%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
Return0P000024GQ.LCategory
YTD2.93%0.00%
1-Month4.88%0.00%
3-Month2.93%0.00%
1-Year10.85%0.00%
3-Year-1.12%0.00%
5-Year2.22%0.00%
10-Year3.66%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%
Annual Total Return (%) History
Year0P000024GQ.LCategory
2024N/AN/A
20232.99%N/A
2022-18.01%N/A
202118.20%N/A
2020-5.77%N/A
201925.72%N/A
2018-17.12%N/A
201729.61%N/A
20167.31%N/A
201512.59%N/A
2014-6.73%N/A
201340.90%N/A
201227.02%N/A
2011-12.26%N/A
201021.05%N/A
200933.11%N/A
2008-36.18%N/A
2007-6.75%N/A
200618.39%N/A
2005N/AN/A
Past Quarterly Returns (%)
YearQ1Q2Q3Q4
20242.93%N/AN/AN/A
2023-4.37%2.02%-1.30%6.96%
2022-9.77%-11.35%-8.47%11.98%
20216.26%10.24%3.24%-2.26%
2020-34.56%19.33%4.11%15.90%
20199.05%3.81%-2.98%14.46%
2018-3.31%7.72%-5.09%-16.16%
20175.40%7.17%7.67%6.57%
2016-3.83%-3.39%12.24%2.91%
20154.63%10.10%-6.11%4.10%
20142.82%-5.04%-5.16%0.72%
201312.35%5.60%7.99%9.97%
201215.54%-3.64%9.00%4.67%
20112.82%1.34%-15.41%-0.46%
20104.47%-2.49%9.97%8.05%
2009-9.70%19.59%24.10%-0.68%
2008-6.31%-4.35%-11.54%-19.50%
20074.75%2.96%-8.15%-5.87%
20068.89%-5.28%6.20%8.09%
20058.11%2.08%N/AN/A
Rank In Category (By Total Return)
YTD21
1-Month9
3-Month21
1-Year7
3-Year20
5-Year64
Load Adjusted Returns
1-Year6.42%
3-Year-2.46%
5-Year1.39%
10-Year3.24%
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