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Smith & Williamson Knotts Investment Inc (0P0000K7US.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
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168.20-0.90 (-0.53%)
As of 09:00PM BST. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.96%
5-Year Average Return3.31%
Number of Years Up12
Number of Years Down4
Best 1 Yr Total Return (Jun 17, 2024)27.00%
Worst 1 Yr Total Return (Jun 17, 2024)N/A
Best 3-Yr Total Return27.00%
Worst 3-Yr Total Return1.86%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0000K7US.LCategory
YTD3.09%0.00%
1-Month0.54%0.00%
3-Month3.52%0.00%
1-Year4.95%0.00%
3-Year1.92%0.00%
5-Year3.72%0.00%
10-Year4.29%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0000K7US.LCategory
2024
N/AN/A
2023
2.81%N/A
2022
-6.78%N/A
2021
13.29%N/A
2020
0.07%N/A
2019
16.64%N/A
2018
-5.14%N/A
2017
9.59%N/A
2016
8.43%N/A
2015
3.63%N/A
2014
2.41%N/A
2013
15.03%N/A
2012
14.40%N/A
2011
-1.97%N/A
2010
15.25%N/A
2009
27.00%N/A
2008
-17.05%N/A
2007
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20241.80%N/AN/AN/A
20230.98%-1.15%-2.49%5.62%
2022-1.54%-5.90%-1.16%1.79%
20212.55%5.56%1.30%3.31%
2020-16.37%10.29%0.71%7.73%
20196.96%4.56%1.24%3.02%
2018-3.38%5.98%0.01%-7.37%
20173.54%2.43%0.66%2.65%
2016-2.39%-0.22%7.66%3.42%
20156.40%-1.07%-3.58%2.11%
2014-1.01%2.45%0.62%0.36%
20138.28%-1.85%4.71%3.37%
20124.75%-0.85%5.69%4.22%
20112.11%0.92%-9.61%5.24%
20105.75%-5.18%8.61%5.82%
2009-3.58%11.96%15.17%2.14%
2008-3.40%-0.93%-9.44%-4.29%
20071.25%N/AN/AN/A

Rank In Category (By Total Return)

YTDN/A
1-MonthN/A
3-MonthN/A
1-YearN/A
3-YearN/A
5-YearN/A

Load Adjusted Returns

1-Year-2.39%
3-Year-0.51%
5-Year2.23%
10-Year3.53%